Back to WFC-PZ
Monte Financial Group, LLC → WFC-PZ
Monte Financial Group, LLC WFC-PZ Position History
WFC-PZ
Quarters held
4
Latest value
$7.1M
Q3 2026
Peak value
$8.7M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $8.7M |
| Q1 2026 | $6.9M |
| Q2 2026 | $7.7M |
| Q3 2026 | $7.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7.1M | 88.5K | — | — |
| Q2 2026 | $7.7M | 88.9K | — | — |
| Q1 2026 | $6.9M | 86.7K | — | — |
| Q4 2025 | $8.7M | 92.9K | — | — |
Other funds holding WFC-PZ
$11.2B
$11.2B
$10.8B
$7.7B
$7.7B
$6.7B
$6.2B
$5.9B