Position in WF
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$598,267
+$117,719 QoQ
Shares Held
8,983
+9.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Compound Planning, Inc. holds $23,641,860 across 32 Banks - Regional names. WF ranks #16 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LYG |
Lloyds Banking Group plc
|
504,501 | $2,537,639 | |
| 2 | MFG |
Mizuho Financial Group Inc
|
214,449 | $1,702,724 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
7,972 | $1,658,893 | |
| 4 | USB |
US Bancorp \De\
|
25,674 | $1,335,303 | |
| 5 | KB |
KB Financial Group Inc.
|
12,960 | $1,292,499 | |
| 6 | TFC |
Truist Financial Corp
|
24,880 | $1,143,733 | |
| 7 | DB |
Deutsche Bank Aktiengesellschaft
|
35,015 | $1,042,746 | |
| 8 | SHG |
Shinhan Financial Group Co Ltd
|
16,820 | $1,031,401 |
All Filings in WF
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $598,267 | 8,983 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $480,548 | 8,174 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $436,959 | 7,782 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $360,542 | 7,250 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $215,234 | 6,448 | Shares | Sole | 2025-05-14 | |
| 2024-09-30 | $240,570 | 6,733 | Shares | Sole | 2024-10-08 | |
| No filing history on record for this holder in this stock. | ||||||