Position in WF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$525,267
-$20,986 QoQ
Shares Held
9,151
+11.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#85
of 199 holders
Holding Since
Dec 2025
3 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, 2026Basecamp Wealth Advisors LLC holds $6,233,767 across 155 Banks - Regional names. WF ranks #3 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
3,590 | $883,929 | |
| 2 | KB |
KB Financial Group Inc.
|
5,228 | $548,730 | |
| 3 | WF |
Woori Financial Group Inc.
This page
|
9,151 | $525,267 | |
| 4 | USB |
US Bancorp De
|
6,800 | $410,720 | |
| 5 | SHG |
Shinhan Financial Group Co Ltd
|
5,866 | $371,024 | |
| 6 | IBN |
Icici Bank Ltd
|
12,706 | $368,855 | |
| 7 | RF |
Regions Financial Corp
|
10,710 | $323,442 | |
| 8 | TFC |
Truist Financial Corp
|
6,395 | $318,598 |
All Filings in WF
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $525,267 | 9,151 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $546,253 | 8,202 | Shares | Sole | 2026-06-24 | |
| 2025-12-31 | $481,784 | 8,195 | Shares | Sole | 2026-06-24 | |
| No filing history on record for this holder in this stock. | ||||||