Position in WFC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$954,492
+$65,090 QoQ
Shares Held
11,550
+3.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,376
of 2,853 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Keel Point, LLC holds $13,922,323 across 14 Banks - Diversified names. WFC ranks #4 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
19,143 | $6,266,078 | |
| 2 | BAC |
Bank Of America Corp /De/
|
42,208 | $2,405,011 | |
| 3 | C |
Citigroup Inc
|
7,737 | $1,082,870 | |
| 4 | WFC |
Wells Fargo & Company/Mn
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|
11,550 | $954,492 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
5,553 | $803,019 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
3,968 | $377,317 | |
| 7 | UBS |
UBS Group AG
|
6,613 | $327,740 | |
| 8 | RY |
Royal Bank Of Canada
|
1,467 | $303,624 |
All Filings in WFC
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $954,492 | 11,550 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $889,402 | 11,172 | Shares | Sole | 2026-06-01 | |
| 2025-12-31 | $1,821,314 | 19,542 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,477,159 | 17,623 | Shares | Sole | 2025-12-16 | |
| 2025-06-30 | $1,427,738 | 17,820 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $1,015,325 | 14,143 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $736,466 | 10,485 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $469,601 | 8,313 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $499,410 | 8,409 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $387,056 | 6,678 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $412,512 | 8,381 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $298,850 | 7,314 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $349,421 | 8,187 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $253,810 | 6,790 | Shares | Sole | 2023-04-03 | |
| 2022-12-31 | $262,686 | 6,362 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $239,711 | 5,960 | Shares | Sole | 2022-10-05 | |
| 2022-06-30 | $269,058 | 6,869 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $333,695 | 6,886 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $233,902 | 4,875 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||