Back to WFC-PZ
HF Advisory Group, LLC → WFC-PZ
HF Advisory Group, LLC WFC-PZ Position History
WFC-PZ
Quarters held
5
Latest value
$5.1M
Q3 2026
Peak value
$5.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $5.3M |
| Q4 2025 | $5.1M |
| Q1 2026 | $4.3M |
| Q2 2026 | $5M |
| Q3 2026 | $5.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.1M | 64.3K | — | — |
| Q2 2026 | $5M | 60.9K | — | — |
| Q1 2026 | $4.3M | 54.6K | — | — |
| Q4 2025 | $5.1M | 55.0K | — | — |
| Q4 2025 | $5.3M | 125.5K | — | — |
Other funds holding WFC-PZ
$11.2B
$11.2B
$10.8B
$7.7B
$7.7B
$6.7B
$6.2B
$5.9B