Position in WFC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$320,643
New position
Shares Held
3,880
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#2,142
of 2,858 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Parkwoods Wealth Partners, LLC holds $2,218,154 across 4 Banks - Diversified names. WFC ranks #2 (14.5% of the industry book) .
All Filings in WFC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $320,643 | 3,880 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||