Back to WFC-PZ
LOUNTZIS ASSET MANAGEMENT, LLC → WFC-PZ
LOUNTZIS ASSET MANAGEMENT, LLC WFC-PZ Position History
WFC-PZ
Quarters held
4
Latest value
$19.1M
Q3 2026
Peak value
$22.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $22.9M |
| Q1 2026 | $19.5M |
| Q2 2026 | $19.9M |
| Q3 2026 | $19.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $19.1M | 238.8K | — | — |
| Q2 2026 | $19.9M | 241.0K | — | — |
| Q1 2026 | $19.5M | 245.0K | — | — |
| Q4 2025 | $22.9M | 245.7K | — | — |
Other funds holding WFC-PZ
$11.2B
$11.2B
$10.8B
$7.7B
$7.7B
$6.7B
$6.2B
$5.9B