Position in WF
as of Mar 31, 2026
· filed Jun 24, 2026
Position Value
$546,253
+$64,469 QoQ
Shares Held
8,202
+0.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in WF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Basecamp Wealth Advisors LLC holds $5,689,850 across 161 Banks - Regional names. WF ranks #2 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
3,600 | $749,124 | |
| 2 | WF |
Woori Financial Group Inc.
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|
8,202 | $546,253 | |
| 3 | KB |
KB Financial Group Inc.
|
5,079 | $506,528 | |
| 4 | SHG |
Shinhan Financial Group Co Ltd
|
5,831 | $357,556 | |
| 5 | USB |
US Bancorp De
|
6,824 | $354,916 | |
| 6 | IBN |
Icici Bank Ltd
|
13,682 | $354,363 | |
| 7 | TFC |
Truist Financial Corp
|
6,487 | $298,207 | |
| 8 | RF |
Regions Financial Corp
|
10,710 | $279,745 |
All Filings in WF
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||