KENNEDY INVESTMENT GROUP, INC.
Position in WFC — Wells Fargo & Company/Mn
CIK 1978005
WEST DEPTFORD, NJ
Position in WFC
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,554,127
-$141,167 QoQ
Shares Held
18,806
-11.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
#1,110
of 2,859 holders
Holding Since
Dec 2022
15 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, 2026KENNEDY INVESTMENT GROUP, INC. holds $7,877,832 across 4 Banks - Diversified names. WFC ranks #4 (19.7% of the industry book) .
All Filings in WFC
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,554,127 | 18,806 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,695,294 | 21,295 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,958,132 | 21,010 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,761,058 | 21,010 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,591,103 | 19,859 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,381,813 | 19,248 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,411,472 | 20,095 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,153,525 | 20,420 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,217,732 | 20,504 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $1,211,653 | 20,905 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $1,029,485 | 20,916 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $867,049 | 21,220 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $905,925 | 21,226 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $794,698 | 21,260 | Shares | Sole | 2023-06-01 | |
| 2022-12-31 | $914,367 | 22,145 | Shares | Sole | 2023-06-01 | |
| No filing history on record for this holder in this stock. | ||||||