Position in WFC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$76,359
+$36,475 QoQ
Shares Held
924
+84.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,636
of 2,853 holders
Holding Since
Sep 2025
4 quarters on record
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026KELLEHER FINANCIAL ADVISORS holds $13,048,784 across 8 Banks - Diversified names. WFC ranks #5 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
18,751 | $6,137,763 | |
| 2 | BAC |
Bank Of America Corp /De/
|
75,300 | $4,290,593 | |
| 3 | C |
Citigroup Inc
|
14,772 | $2,067,488 | |
| 4 | TD |
Toronto Dominion Bank
|
3,398 | $412,619 | |
| 5 | WFC |
Wells Fargo & Company/Mn
This page
|
924 | $76,359 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
390 | $56,397 | |
| 7 | BCS |
Barclays PLC
|
257 | $6,903 | |
| 8 | SAN |
Banco Santander, S.A.
|
48 | $662 |
All Filings in WFC
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $76,359 | 924 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $39,884 | 501 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $44,736 | 480 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $40,233 | 480 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||