Back to WFC-PZ
Roxbury Financial LLC → WFC-PZ
Roxbury Financial LLC WFC-PZ Position History
WFC-PZ
Quarters held
5
Latest value
$8K
Q3 2026
Peak value
$2.7M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $2.7M |
| Q1 2026 | $2.3M |
| Q2 2026 | $2.4M |
| Q3 2026 | $2.3M |
| Q3 2026 | $8K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8K | 100 | — | — |
| Q3 2026 | $2.3M | 29.0K | — | — |
| Q2 2026 | $2.4M | 28.9K | — | — |
| Q1 2026 | $2.3M | 28.8K | — | — |
| Q4 2025 | $2.7M | 29.1K | — | — |
Other funds holding WFC-PZ
$11.2B
$11.2B
$10.8B
$7.7B
$7.7B
$6.7B
$6.2B
$5.9B