Parcion Private Wealth LLC

Q2 2023 13F Detailed Holdings

Location
Bellevue, WA
Holdings as of
6/30/2023
Value ($000)
$990,729
Num holdings
262
Date filed
8/2/2023
Form type
13F-HR
Prev filing
5/11/2023
Next filing
10/27/2023
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 PARAMETRIC PORTFOLIO ASSOCIATES LLC 028-04558
2 Richard Bernstein Advisors LLC 028-14643