Position in WFC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$338,824
+$12,423 QoQ
Shares Held
4,100
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#2,097
of 2,859 holders
Holding Since
Mar 2024
10 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, 2026KEYNOTE FINANCIAL SERVICES LLC holds $4,743,148 across 5 Banks - Diversified names. WFC ranks #4 (7.1% of the industry book) .
All Filings in WFC
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $338,824 | 4,100 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $326,401 | 4,100 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $382,120 | 4,100 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $343,662 | 4,100 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $328,492 | 4,100 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $303,312 | 4,225 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $301,329 | 4,290 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $242,342 | 4,290 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $243,499 | 4,100 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $237,636 | 4,100 | Shares | Sole | 2024-06-13 | |
| No filing history on record for this holder in this stock. | ||||||