Position in WFC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,037,267
+$241,205 QoQ
Shares Held
36,753
+4.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
#841
of 2,858 holders
Holding Since
Jun 2020
13 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, 2026Keebeck Wealth Management holds $11,213,240 across 13 Banks - Diversified names. WFC ranks #1 (27.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WFC |
Wells Fargo & Company/Mn
This page
|
36,753 | $3,037,267 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
9,065 | $2,967,246 | |
| 3 | BAC |
Bank Of America Corp /De/
|
19,204 | $1,094,243 | |
| 4 | C |
Citigroup Inc
|
6,096 | $853,196 | |
| 5 | UBS |
UBS Group AG
|
10,584 | $524,543 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
5,487 | $521,758 | |
| 7 | SAN |
Banco Santander, S.A.
|
30,465 | $420,417 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
17,399 | $346,066 |
All Filings in WFC
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,037,267 | 36,753 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $2,796,062 | 35,122 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $4,026,146 | 43,199 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $478,947 | 5,714 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $415,342 | 5,184 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $355,719 | 4,955 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $314,113 | 4,472 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $202,573 | 3,586 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $209,824 | 3,533 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $204,772 | 3,533 | Shares | Other | 2024-05-14 | |
| 2021-06-30 | $245,426 | 5,419 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $211,720 | 5,419 | Shares | Sole | 2021-05-13 | |
| 2020-06-30 | $143,360 | 5,600 | Shares | Sole | 2020-08-06 | |
| No filing history on record for this holder in this stock. | ||||||