Position in WFC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$994,159
+$29,844 QoQ
Shares Held
12,030
-0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#1,349
of 2,858 holders
Holding Since
Mar 2020
25 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, 2026Keudell/Morrison Wealth Management holds $6,019,041 across 7 Banks - Diversified names. WFC ranks #2 (16.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
9,490 | $3,106,361 | |
| 2 | WFC |
Wells Fargo & Company/Mn
This page
|
12,030 | $994,159 | |
| 3 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
5,076 | $583,740 | |
| 4 | BAC |
Bank Of America Corp /De/
|
7,966 | $453,902 | |
| 5 | C |
Citigroup Inc
|
3,119 | $436,535 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
1,283 | $226,706 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
1,505 | $217,638 |
All Filings in WFC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $994,159 | 12,030 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $964,315 | 12,113 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,046,356 | 11,227 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $973,137 | 12,146 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $869,951 | 12,118 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $803,053 | 11,433 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $661,554 | 11,711 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $701,989 | 11,820 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $857,344 | 14,792 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $806,863 | 16,393 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $671,288 | 16,429 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $700,677 | 16,417 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $627,647 | 16,791 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $669,847 | 16,223 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $661,619 | 16,450 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $646,931 | 16,516 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $786,021 | 16,220 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $781,786 | 16,294 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $802,243 | 17,286 | Shares | Sole | 2021-12-08 | |
| 2021-06-30 | $854,169 | 18,860 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $719,708 | 18,421 | Shares | Sole | 2021-04-13 | |
| 2020-12-31 | $533,642 | 17,682 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $402,984 | 17,141 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $426,291 | 16,652 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $502,737 | 17,517 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||