KCM INVESTMENT ADVISORS LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1109228 GREENBRAE, CA

Position in WFC

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$2,936,281

-$390,063 QoQ

Shares Held

35,531

-15.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#852

of 2,858 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

KCM INVESTMENT ADVISORS LLC holds $97,769,565 across 8 Banks - Diversified names. WFC ranks #3 (3.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	227,545	$74,482,304
2	BAC	Bank Of America Corp /De/	314,395	$17,914,227
3	WFC	Wells Fargo & Company/Mn This page	35,531	$2,936,281
4	C	Citigroup Inc	7,338	$1,027,026
5	BNY	Bank of New York Mellon Corp	3,702	$535,346
6	RY	Royal Bank Of Canada	1,589	$328,875
7	TD	Toronto Dominion Bank	2,424	$294,346
8	CM	Canadian Imperial Bank Of Commerce /Can/	2,184	$251,160

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,936,281	35,531	-15.0%	Shares	Sole	2026-08-14
2026-03-31	$3,326,344	41,783	+0.6%	Shares	Sole	2026-05-15
2025-12-31	$3,870,782	41,532	+0.7%	Shares	Sole	2026-02-13
2025-09-30	$3,455,814	41,229	+2.2%	Shares	Sole	2025-11-12
2025-06-30	$3,233,643	40,360	-2.1%	Shares	Sole	2025-08-06
2025-03-31	$2,959,973	41,231	-2.9%	Shares	Sole	2025-05-14
2024-12-31	$2,982,390	42,460	+6.2%	Shares	Sole	2025-02-13
2024-09-30	$2,259,374	39,996	-1.8%	Shares	Sole	2024-11-06
2024-06-30	$2,419,548	40,740	+0.3%	Shares	Sole	2024-07-29
2024-03-31	$2,353,639	40,608	-9.9%	Shares	Sole	2024-05-07
2023-12-31	$2,218,936	45,082	-5.9%	Shares	Sole	2024-02-13
2023-09-30	$1,956,989	47,895	-5.3%	Shares	Sole	2023-11-08
2023-06-30	$2,158,967	50,585	-75.2%	Shares	Sole	2023-08-09
2023-03-31	$7,637,219	204,313	+262.7%	Shares	Sole	2023-05-09
2022-12-31	$2,325,659	56,325	+0.7%	Shares	Sole	2023-01-31
2022-09-30	$2,249,866	55,939	-6.5%	Shares	Sole	2022-11-10
2022-06-30	$2,344,050	59,843	-26.9%	Shares	Sole	2022-08-15
2022-03-31	$3,967,856	81,879	-5.5%	Shares	Sole	2022-05-13
2021-12-31	$4,158,474	86,671	-73.1%	Shares	Sole	2022-02-14
2021-09-30	$14,926,755	321,628	-0.3%	Shares	Sole	2021-11-12
2021-06-30	$14,613,950	322,675	-1.6%	Shares	Sole	2021-10-21
2021-03-31	$12,807,888	327,819	+1.2%	Shares	Sole	2021-05-13
2020-12-31	$9,776,267	323,932	-2.0%	Shares	Sole	2021-02-19
2020-09-30	$7,772,335	330,597	-38.4%	Shares	Sole	2020-11-16
2020-06-30	$13,731,097	536,371	+26.4%	Shares	Sole	2020-08-14
2020-03-31	$12,183,379	424,508	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.