Parcion Private Wealth LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1801263 BELLEVUE, WA

Position in WFC

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$5,073,682

+$469,199 QoQ

Shares Held

61,395

+6.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.50%

of 13F equity value

Holder Rank

#675

of 2,859 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Parcion Private Wealth LLC holds $25,574,885 across 5 Banks - Diversified names. WFC ranks #2 (19.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	42,322	$13,853,260
2	WFC	Wells Fargo & Company/Mn This page	61,395	$5,073,682
3	BAC	Bank Of America Corp /De/	86,285	$4,916,519
4	C	Citigroup Inc	8,830	$1,235,846
5	BNY	Bank of New York Mellon Corp	3,427	$495,578

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,073,682	61,395	+6.1%	Shares	Sole	2026-07-27
2026-03-31	$4,604,483	57,838	+0.1%	Shares	Sole	2026-04-22
2025-12-31	$5,382,579	57,753	+0.7%	Shares	Sole	2026-01-26
2025-09-30	$4,807,747	57,358	+0.5%	Shares	Sole	2025-10-14
2025-06-30	$4,570,605	57,047	+0.2%	Shares	Sole	2025-07-30
2025-03-31	$4,085,999	56,916	+0.1%	Shares	Sole	2025-05-02
2024-12-31	$3,992,020	56,834	0.0%	Shares	Sole	2025-02-03
2024-09-30	$3,210,552	56,834	+0.4%	Shares	Sole	2024-10-23
2024-06-30	$3,361,414	56,599	+0.0%	Shares	Sole	2024-08-06
2024-03-31	$3,279,550	56,583	0.0%	Shares	Sole	2024-04-24
2023-12-31	$2,785,015	56,583	0.0%	Shares	Sole	2024-01-23
2023-09-30	$2,311,981	56,583	-12.0%	Shares	Sole	2023-10-27
2023-06-30	$2,744,366	64,301	+0.3%	Shares	Sole	2023-08-02
2023-03-31	$2,396,693	64,117	+0.1%	Shares	Sole	2023-05-11
2022-12-31	$2,645,202	64,064	0.0%	Shares	Sole	2023-02-10
2022-09-30	$2,576,654	64,064	-0.3%	Shares	Sole	2022-10-14
2022-06-30	$2,517,965	64,283	-1.0%	Shares	Sole	2022-08-12
2022-03-31	$3,117,171	64,922	-5.0%	Shares	Sole	2022-05-06
2021-12-31	$3,277,465	68,309	-2.7%	Shares	Sole	2022-02-08
2021-09-30	$3,258,863	70,219	-0.8%	Shares	Sole	2021-11-15
2021-06-30	$3,205,490	70,777	+0.1%	Shares	Sole	2021-07-30
2021-03-31	$2,761,350	70,677	+3.7%	Shares	Sole	2021-04-08
2020-12-31	$2,056,917	68,155	+98.4%	Shares	Sole	2021-02-11
2020-09-30	$807,639	34,353	-1.0%	Shares	Sole	2020-10-20
2020-06-30	$887,936	34,685	+30.3%	Shares	Sole	2020-07-21
2020-03-31	$763,821	26,614	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.