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Parcion Private Wealth LLC

SEC CIK
0001801263
Latest filing
Jul 27, 2026

WFC holding history

Wells Fargo & Company in every 13F filed by Parcion Private Wealth LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WFC overviewAll 13F holders of WFCFull Q2 2026 holdings

Shares (Q2 2026)
61,395
Value
$5.07M
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of WFC by Parcion Private Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202661,395$5.07M0.3%+3,557+6.1%AddedHolders
Q1 202657,838$4.60M0.3%+85+0.1%AddedHolders
Q4 202557,753$5.38M0.3%+395+0.7%AddedHolders
Q3 202557,358$4.81M0.3%+311+0.5%AddedHolders
Q2 202557,047$4.57M0.3%+131+0.2%AddedHolders
Q1 202556,916$4.09M0.3%+82+0.1%AddedHolders
Q4 202456,834$3.99M0.3%00.0%UnchangedHolders
Q3 202456,834$3.21M0.3%+235+0.4%AddedHolders
Q2 202456,599$3.36M0.3%+160.0%AddedHolders
Q1 202456,583$3.28M0.3%00.0%UnchangedHolders
Q4 202356,583$2.79M0.3%00.0%UnchangedHolders
Q3 202356,583$2.31M0.2%−7,718−12.0%ReducedHolders
Q2 202364,301$2.74M0.3%+184+0.3%AddedHolders
Q1 202364,117$2.40M0.3%+53+0.1%AddedHolders
Q4 202264,064$2.65M0.3%00.0%UnchangedHolders
Q3 202264,064$2.58M0.3%−219−0.3%ReducedHolders
Q2 202264,283$2.77M0.3%−639−1.0%ReducedHolders
Q1 202264,922$3.12M0.3%−3,387−5.0%ReducedHolders
Q4 202168,309$3.97M0.4%−1,910−2.7%ReducedHolders
Q3 202170,219$3.40M0.3%−558−0.8%ReducedHolders
Q2 202170,777$3.21M0.3%+100+0.1%AddedHolders
Q1 202170,677$2.76M0.3%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.