Position in FDS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$273,565
+$11,234 QoQ
Shares Held
1,189
+31.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#492
of 762 holders
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FDS Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Parcion Private Wealth LLC holds $37,221,711 across 6 Financial Data & Stock Exchanges names. FDS ranks #6 (0.7% of the industry book) .
All Filings in FDS
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $273,565 | 1,189 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $262,331 | 904 | Shares | Sole | 2026-01-26 | |
| No filing history on record for this holder in this stock. | ||||||