Gerber Kawasaki Wealth & Investment Management
Position in WFC — Wells Fargo & Company/Mn
CIK 1666736
SANTA MONICA, CA
Position in WFC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$458,652
+$39,585 QoQ
Shares Held
5,550
+5.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,863
of 2,858 holders
Holding Since
Jun 2021
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Gerber Kawasaki Wealth & Investment Management holds $9,317,780 across 5 Banks - Diversified names. WFC ranks #3 (4.9% of the industry book) .
All Filings in WFC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $458,652 | 5,550 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $419,067 | 5,264 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $517,073 | 5,548 | Shares | Sole | 2026-02-13 | |
| 2021-09-30 | $140,900 | 3,036 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $417,075 | 9,209 | Shares | Sole | 2021-08-11 | |
| No filing history on record for this holder in this stock. | ||||||