Kapstone Financial Advisors LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1966087 LEBANON, OH

Position in WFC

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$211,310

+$7,748 QoQ

Shares Held

2,557

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#2,477

of 2,858 holders

Holding Since

Dec 2022

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Kapstone Financial Advisors LLC holds $4,255,406 across 4 Banks - Diversified names. WFC ranks #4 (5.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	9,463	$3,097,523
2	BAC	Bank Of America Corp /De/	10,452	$595,554
3	C	Citigroup Inc	2,508	$351,019
4	WFC	Wells Fargo & Company/Mn This page	2,557	$211,310

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$211,310	2,557	0.0%	Shares	Sole	2026-08-07
2026-03-31	$203,562	2,557	0.0%	Shares	Sole	2026-04-22
2025-12-31	$238,312	2,557	0.0%	Shares	Sole	2026-02-05
2025-09-30	$214,327	2,557	0.0%	Shares	Sole	2025-11-07
2025-06-30	$204,866	2,557	0.0%	Shares	Sole	2025-07-11
2024-12-31	$179,603	2,557	-45.2%	Shares	Sole	2025-02-06
2022-12-31	$192,493	4,662	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.