Position in WF
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$877,129
+$676,530 QoQ
Shares Held
15,281
+407.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#6
of 45 holders
Holding Since
Mar 2022
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Crossmark Global Holdings, Inc. holds $186,825,127 across 67 Banks - Regional names. WF ranks #28 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LYG |
Lloyds Banking Group plc
|
4,844,087 | $28,241,027 | |
| 2 | USB |
US Bancorp \De\
|
447,663 | $27,038,845 | |
| 3 | BPOP |
Popular, Inc.
|
159,229 | $26,142,217 | |
| 4 | NWG |
NatWest Group plc
|
1,035,444 | $18,254,877 | |
| 5 | RF |
Regions Financial Corp
|
481,789 | $14,550,027 | |
| 6 | MFG |
Mizuho Financial Group Inc
|
668,210 | $6,401,451 | |
| 7 | CFG |
Citizens Financial Group Inc/Ri
|
86,021 | $6,027,491 | |
| 8 | PNC |
Pnc Financial Services Group, Inc.
|
22,115 | $5,445,155 |
All Filings in WF
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $877,129 | 15,281 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $200,599 | 3,012 | Shares | Sole | 2026-05-11 | |
| 2025-06-30 | $269,785 | 5,425 | Shares | Sole | 2025-08-08 | |
| 2024-03-31 | $228,890 | 7,058 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $351,125 | 11,619 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $316,508 | 11,543 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $311,783 | 11,569 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $305,332 | 11,614 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $305,197 | 11,086 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $256,345 | 11,485 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $7,185,692 | 254,091 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $376,750 | 10,004 | Shares | Sole | 2022-05-11 | |
| No filing history on record for this holder in this stock. | ||||||