Position in WFC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$192,138
+$39,845 QoQ
Shares Held
2,325
+21.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#2,515
of 2,853 holders
Holding Since
Mar 2020
24 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, 2026Key Financial Inc holds $7,690,133 across 11 Banks - Diversified names. WFC ranks #5 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
17,667 | $5,782,939 | |
| 2 | BAC |
Bank Of America Corp /De/
|
12,264 | $698,802 | |
| 3 | C |
Citigroup Inc
|
4,436 | $620,862 | |
| 4 | TD |
Toronto Dominion Bank
|
2,341 | $284,267 | |
| 5 | WFC |
Wells Fargo & Company/Mn
This page
|
2,325 | $192,138 | |
| 6 | UBS |
UBS Group AG
|
773 | $38,309 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
1,300 | $25,857 | |
| 8 | RY |
Royal Bank Of Canada
|
100 | $20,697 |
All Filings in WFC
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $192,138 | 2,325 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $152,293 | 1,913 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $171,488 | 1,840 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $160,347 | 1,913 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $162,964 | 2,034 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $125,560 | 1,749 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $122,849 | 1,749 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $94,790 | 1,678 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $100,131 | 1,686 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $85,606 | 1,477 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $72,697 | 1,477 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $63,619 | 1,557 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $82,969 | 1,944 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $61,938 | 1,657 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $68,417 | 1,657 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $66,644 | 1,657 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $121,505 | 3,102 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $125,850 | 2,597 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $61,414 | 1,280 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $59,404 | 1,280 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $54,483 | 1,203 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $47,001 | 1,203 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $31,085 | 1,030 | Shares | Sole | 2021-01-29 | |
| 2020-03-31 | $92,127 | 3,210 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||