Back to WFC-PZ
Allied Investment Advisors, LLC → WFC-PZ
Allied Investment Advisors, LLC WFC-PZ Position History
WFC-PZ
Quarters held
5
Latest value
$17M
Q3 2026
Peak value
$18.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $16.8M |
| Q4 2025 | $18.7M |
| Q1 2026 | $16.1M |
| Q2 2026 | $17.4M |
| Q3 2026 | $17M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $17M | 212.8K | — | — |
| Q2 2026 | $17.4M | 210.0K | — | — |
| Q1 2026 | $16.1M | 202.7K | — | — |
| Q4 2025 | $18.7M | 200.7K | — | — |
| Q3 2025 | $16.8M | 200.5K | — | — |
Other funds holding WFC-PZ
$11.2B
$11.2B
$10.8B
$7.7B
$7.7B
$6.7B
$6.2B
$5.9B
Other Allied Investment Advisors, LLC positions
VGES
$136.4MVANGUARD SHORT-TERM BOND ETF
VGES
$80.4MVANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
VGES
$65.3MVANGUARD INTERMEDIATE-TERM BOND ETF
SCHW-PJ
$59.3MSCHWAB US DIVIDEND EQUITY ETF
SCHW-PJ
$55.7MSCHWAB US DIVIDEND EQUITY ETF
VLO
$54.1MVANGUARD HEALTH CARE ETF
SCHW-PJ
$50.1MSCHWAB US DIVIDEND EQUITY ETF
SCHW-PJ
$48.9MSCHWAB US DIVIDEND EQUITY ETF