Position in WF
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$498,977
-$99,290 QoQ
Shares Held
8,693
-3.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#87
of 200 holders
Holding Since
Sep 2024
7 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 Jun 30, 2026Compound Planning, Inc. holds $28,976,997 across 37 Banks - Regional names. WF ranks #22 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LYG |
Lloyds Banking Group plc
|
415,779 | $2,423,990 | |
| 2 | MFG |
Mizuho Financial Group Inc
|
240,425 | $2,303,270 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
8,573 | $2,110,844 | |
| 4 | USB |
US Bancorp \De\
|
25,986 | $1,569,554 | |
| 5 | KB |
KB Financial Group Inc.
|
13,451 | $1,411,816 | |
| 6 | NWG |
NatWest Group plc
|
77,411 | $1,364,755 | |
| 7 | DB |
Deutsche Bank Aktiengesellschaft
|
39,731 | $1,341,317 | |
| 8 | TFC |
Truist Financial Corp
|
26,134 | $1,301,995 |
All Filings in WF
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $498,977 | 8,693 | Shares | Sole | 2026-08-04 | |
| 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. | ||||||