Position in WFC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$486,749
+$257,313 QoQ
Shares Held
5,890
+104.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,833
of 2,858 holders
Holding Since
Sep 2024
7 quarters on record
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Kestra Investment Management, LLC holds $12,746,968 across 4 Banks - Diversified names. WFC ranks #4 (3.8% of the industry book) .
All Filings in WFC
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $486,749 | 5,890 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $229,436 | 2,882 | Shares | Sole | 2026-05-11 | |
| 2025-09-30 | $1,400,213 | 16,705 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $655,381 | 8,180 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $511,647 | 7,127 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $581,095 | 8,273 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $427,629 | 7,570 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||