Keynote Financial Services’s Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cumulative Perpetual Class A Preferred Stock, Series Z WFC.PRZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$612K Buy
32,150
+8,100
+34% +$154K 0.41% 75
2025
Q1
$479K Buy
24,050
+2,000
+9% +$39.8K 0.34% 75
2024
Q4
$450K Hold
22,050
0.35% 78
2024
Q3
$478K Hold
22,050
0.37% 81
2024
Q2
$450K Buy
+22,050
New +$450K 0.38% 73