Keystone Financial Group

SEC CIK: 0001729299
Latest filing: Jul 29, 2026

SEC filings (opens in a new tab)

WFC holding history

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

WFC overview All 13F holders of WFC Full Q2 2026 holdings

Shares (Q2 2026): 8,697
Value: $718.7K
% of portfolio: <0.1%
Quarters held: 21; Since Q1 2021

Holdings of WFC by Keystone Financial Group, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	8,697	$718.7K	<0.1%	+1,271+17.1%	Added	Holders
Q1 2026	7,426	$591.5K	<0.1%	+425+6.1%	Added	Holders
Q4 2025	7,001	$652.4K	<0.1%	+398+6.0%	Added	Holders
Q3 2025	6,603	$553.5K	<0.1%	+52+0.8%	Added	Holders
Q2 2025	6,551	$524.9K	<0.1%	+51+0.8%	Added	Holders
Q1 2025	6,500	$466.6K	<0.1%	−1,022−13.6%	Reduced	Holders
Q4 2024	7,522	$529.8K	0.1%	−1,964−20.7%	Reduced	Holders
Q3 2024	9,486	$535.9K	0.1%	−702−6.9%	Reduced	Holders
Q2 2024	10,188	$605.1K	0.2%	+404+4.1%	Added	Holders
Q1 2024	9,784	$567.1K	0.1%	+888+10.0%	Added	Holders
Q4 2023	8,896	$437.9K	0.1%	−299−3.3%	Reduced	Holders
Q3 2023	9,195	$375.7K	0.1%	+155+1.7%	Added	Holders
Q2 2023	9,040	$385.8K	0.1%	–	No prior filing	Holders
Q1 2023	–	–	–	–	Not filed	Holders
Q4 2022	10,671	$440.6K	0.1%	−132−1.2%	Reduced	Holders
Q3 2022	10,803	$434.0K	0.1%	+230+2.2%	Added	Holders
Q2 2022	10,573	$414.0K	0.1%	+30+0.3%	Added	Holders
Q1 2022	10,543	$511.0K	0.1%	−38−0.4%	Reduced	Holders
Q4 2021	10,581	$508.0K	0.1%	+23+0.2%	Added	Holders
Q3 2021	10,558	$490.0K	0.1%	+177+1.7%	Added	Holders
Q2 2021	10,381	$470.0K	0.1%	+1,058+11.3%	Added	Holders
Q1 2021	9,323	$364.0K	0.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.