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Kuhn & Co Investment Counsel → WFC-PZ

Kuhn & Co Investment Counsel WFC-PZ Position History

WFC-PZ

Quarters held
4
Latest value
$6.8M
Q3 2026
Peak value
$6.8M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$4.2M
Q1 2026$3.6M
Q2 2026$3.7M
Q3 2026$6.8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$6.8M84.7K——
Q2 2026$3.7M45.0K——
Q1 2026$3.6M44.9K——
Q4 2025$4.2M44.9K——

Other funds holding WFC-PZ

Other Kuhn & Co Investment Counsel positions

SCHW-PJ

SCHWAB STRATEGIC TR

$7.8M
VGES

VANGUARD INDEX FDS

$7.8M
VGES

VANGUARD INDEX FDS

$7.6M
SCHW-PJ

SCHWAB STRATEGIC TR

$7.3M
VGES

VANGUARD INDEX FDS

$6.9M
SCHW-PJ

SCHWAB STRATEGIC TR

$6.8M
AAPL

APPLE INC

$6.8M
VGES

VANGUARD INDEX FDS

$6.7M
Kuhn & Co Investment Counsel WFC-PZ Holdings: 13F Position History | Track13F