Back to WFC-PZ
HOEY INVESTMENTS, INC → WFC-PZ
HOEY INVESTMENTS, INC WFC-PZ Position History
WFC-PZ
Quarters held
6
Latest value
$9.3M
Q3 2026
Peak value
$13.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $12M |
| Q4 2025 | $13.2M |
| Q4 2025 | $15K |
| Q1 2026 | $10.9M |
| Q2 2026 | $10.1M |
| Q3 2026 | $9.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $9.3M | 116.2K | — | — |
| Q2 2026 | $10.1M | 122.0K | — | — |
| Q1 2026 | $10.9M | 136.9K | — | — |
| Q4 2025 | $15K | 165 | — | — |
| Q4 2025 | $13.2M | 142.0K | — | — |
| Q3 2025 | $12M | 143.4K | — | — |
Other funds holding WFC-PZ
$11.2B
$11.2B
$10.8B
$7.7B
$7.7B
$6.7B
$6.2B
$5.9B