Position in WFC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$319,734
+$57,021 QoQ
Shares Held
3,869
+17.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,147
of 2,858 holders
Holding Since
Jun 2025
5 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, 2026Kera Capital Partners, Inc. holds $13,510,915 across 5 Banks - Diversified names. WFC ranks #5 (2.4% of the industry book) .
All Filings in WFC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $319,734 | 3,869 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $262,713 | 3,300 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $302,993 | 3,251 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $249,448 | 2,976 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $236,113 | 2,947 | Shares | Sole | 2025-07-01 | |
| No filing history on record for this holder in this stock. | ||||||