Keystone Financial Services

Position in WFC — Wells Fargo & Company/Mn

CIK 1865158 LOVELAND, CO

Position in WFC

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$1,497,187

+$85,464 QoQ

Shares Held

18,117

+2.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.85%

of 13F equity value

Holder Rank

#1,134

of 2,858 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Keystone Financial Services holds $6,214,282 across 4 Banks - Diversified names. WFC ranks #3 (24.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	8,929	$2,922,728
2	BNY	Bank of New York Mellon Corp	10,462	$1,512,908
3	WFC	Wells Fargo & Company/Mn This page	18,117	$1,497,187
4	C	Citigroup Inc	2,011	$281,459

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,497,187	18,117	+2.2%	Shares	Sole	2026-08-06
2026-03-31	$1,411,723	17,733	-5.3%	Shares	Sole	2026-05-06
2025-12-31	$1,745,449	18,728	-0.4%	Shares	Sole	2026-02-12
2025-09-30	$1,576,149	18,804	+5.6%	Shares	Sole	2025-11-13
2025-06-30	$1,426,135	17,800	+2.4%	Shares	Sole	2025-08-07
2025-03-31	$1,247,780	17,381	-6.1%	Shares	Sole	2025-04-23
2024-12-31	$1,300,703	18,518	-4.2%	Shares	Sole	2025-01-31
2024-09-30	$1,091,724	19,326	+7.6%	Shares	Sole	2024-11-05
2024-06-30	$1,067,000	17,966	+4.9%	Shares	Sole	2024-07-23
2024-03-31	$992,216	17,119	+6.3%	Shares	Sole	2024-06-13
2023-12-31	$792,884	16,109	+0.5%	Shares	Sole	2024-01-29
2023-09-30	$655,106	16,033	-0.2%	Shares	Sole	2023-11-08
2023-06-30	$685,610	16,064	+0.5%	Shares	Sole	2023-08-02
2023-03-31	$597,443	15,983	+1.5%	Shares	Sole	2023-04-28
2022-12-31	$650,357	15,751	+0.0%	Shares	Sole	2023-02-01
2022-09-30	$633,262	15,745	-4.8%	Shares	Sole	2022-10-28
2022-06-30	$648,067	16,545	+1.8%	Shares	Sole	2022-08-03
2022-03-31	$787,620	16,253	-0.5%	Shares	Sole	2022-05-10
2021-12-31	$783,943	16,339	—	Shares	Sole	2022-02-01
No filing history on record for this holder in this stock.