CUSIP 97717W109US TOTAL DIVIDNDDTDQ4 2025
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
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202 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 1.65M | $139.71M | +7.7K | Added |
| 2 | Morgan Stanley | 1.16M | $98.71M | +52.6K | Added |
| 3 | Lpl Financial LLC | 838.5K | $71.17M | +39.2K | Added |
| 4 | Wells Fargo & Company/Mn | 391.9K | $33.26M |
| Added |
| 5 | 626 Financial, LLC | 313.9K | $26.64M | +5.3K | Added |
| 6 | Connecticut Wealth Management, LLC | 268.9K | $22.83M | −2.3K | Reduced |
| 7 | Raymond James Financial Inc | 259.3K | $22.01M | +19.5K | Added |
| 8 | Pinnacle Financial Group, LLC / Il | 254.6K | $21.61M | −6.6K | Reduced |
| 9 | Retirement Planning Group, LLC | 247.0K | $20.96M | +15.0K | Added |
| 10 | Kestra Advisory Services, LLC | 199.8K | $16.96M | +29.6K | Added |
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