Position in WFC
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$307,255
+$12,460 QoQ
Shares Held
3,718
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#2,184
of 2,858 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026KERR FINANCIAL PLANNING Corp holds $1,544,943 across 4 Banks - Diversified names. WFC ranks #2 (19.9% of the industry book) .
All Filings in WFC
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $307,255 | 3,718 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $294,795 | 3,703 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $445,682 | 4,782 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $399,234 | 4,763 | Shares | Sole | 2025-11-25 | |
| No filing history on record for this holder in this stock. | ||||||