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Crossmark Global Holdings, Inc.: WFC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Crossmark Global Holdings, Inc. on WFC, newest first. How the timeline and the estimate are built.

Crossmark Global Holdings, Inc. held 468,019 WFC shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 468,019 shares
    Change vs previous 13F -15,422 shares

    0.5% of the 13F portfolio, value $38,677,122.

    13F-HR 0001539204-26-000011 filed by Crossmark Global Holdings, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 483,441 shares
    Change vs previous 13F -67,765 shares

    0.57% of the 13F portfolio, value $38,486,787.

    13F-HR 0001539204-26-000007 filed by Crossmark Global Holdings, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 551,206 shares
    Change vs previous 13F +42,247 shares

    0.74% of the 13F portfolio, value $51,372,450.

    13F-HR 0001539204-26-000002 filed by Crossmark Global Holdings, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 508,959 shares
    Change vs previous 13F +28,696 shares

    0.64% of the 13F portfolio, value $42,660,983.

    13F-HR 0001539204-25-000008 filed by Crossmark Global Holdings, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 480,263 shares
    Change vs previous 13F +7,613 shares

    0.62% of the 13F portfolio, value $38,478,677.

    13F-HR 0001539204-25-000006 filed by Crossmark Global Holdings, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 472,650 shares
    Change vs previous 13F +167,312 shares

    0.6% of the 13F portfolio, value $33,931,550.

    13F-HR 0001539204-25-000004 filed by Crossmark Global Holdings, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 305,338 shares
    Change vs previous 13F -248,564 shares

    0.39% of the 13F portfolio, value $21,447,000.

    13F-HR 0001539204-25-000001 filed by Crossmark Global Holdings, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 553,902 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $31,290,000.

    13F-HR 0001539204-24-000009 filed by Crossmark Global Holdings, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).