KPP Advisory Services LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1989349 Louisville, KY

Position in WFC

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$669,053

-$131,425 QoQ

Shares Held

8,096

-19.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#1,612

of 2,859 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

KPP Advisory Services LLC holds $11,791,220 across 5 Banks - Diversified names. WFC ranks #4 (5.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	20,441	$6,690,952
2	BAC	Bank Of America Corp /De/	43,806	$2,496,065
3	C	Citigroup Inc	11,963	$1,674,341
4	WFC	Wells Fargo & Company/Mn This page	8,096	$669,053
5	BMO	Bank Of Montreal /Can/	1,476	$260,809

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$669,053	8,096	-19.5%	Shares	Sole	2026-07-24
2026-03-31	$800,478	10,055	+4.8%	Shares	Sole	2026-04-24
2025-12-31	$893,788	9,590	+0.3%	Shares	Sole	2026-02-02
2025-09-30	$801,067	9,557	-3.1%	Shares	Sole	2025-11-03
2025-06-30	$790,143	9,862	-0.0%	Shares	Sole	2025-07-30
2025-03-31	$708,280	9,866	—	Shares	Sole	2025-04-23
No filing history on record for this holder in this stock.