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Keel Point, LLC

SEC CIK
0001386935
Latest filing
Aug 14, 2026

WFC holding history

Wells Fargo & Company in every 13F filed by Keel Point, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WFC overviewAll 13F holders of WFCFull Q2 2026 holdings

Shares (Q2 2026)
11,550
Value
$954.5K
% of portfolio
0.1%
Quarters held
19
Since Q4 2021
Holdings of WFC by Keel Point, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202611,550$954.5K0.1%+378+3.4%AddedHolders
Q1 202611,172$889.4K0.1%−8,370−42.8%ReducedHolders
Q4 202519,542$1.82M0.1%+1,919+10.9%AddedHolders
Q3 202517,623$1.48M0.1%−197−1.1%ReducedHolders
Q2 202517,820$1.43M0.1%+3,677+26.0%AddedHolders
Q1 202514,143$1.02M0.1%+3,658+34.9%AddedHolders
Q4 202410,485$736.4K0.1%+2,172+26.1%AddedHolders
Q3 20248,313$469.6K<0.1%−96−1.1%ReducedHolders
Q2 20248,409$444.6K<0.1%+1,731+25.9%AddedHolders
Q1 20246,678$387.1K<0.1%−1,703−20.3%ReducedHolders
Q4 20238,381$412.5K<0.1%+1,067+14.6%AddedHolders
Q3 20237,314$298.8K<0.1%−873−10.7%ReducedHolders
Q2 20238,187$349.4K<0.1%+1,397+20.6%AddedHolders
Q1 20236,790$253.8K<0.1%+428+6.7%AddedHolders
Q4 20226,362$262.7K<0.1%+402+6.7%AddedHolders
Q3 20225,960$240.0K<0.1%−909−13.2%ReducedHolders
Q2 20226,869$305.0K<0.1%−17−0.2%ReducedHolders
Q1 20226,886$334.0K0.1%+2,011+41.3%AddedHolders
Q4 20214,875$234.0K<0.1%+4,875NewHolders