Superior Planning, LLC’s Wells Fargo WFC Stock Holding History

Superior Planning, LLC’s Portfolio WFC Stock Details WFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$206K	Buy	+2,574	New	+$223K	0.09%	162

Other funds holding WFC

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Superior Planning, LLC's WFC Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Wells Fargo (WFC) in Q3 2026: 2,574 shares worth $206K. The stake represents 0.09% of the portfolio and ranks #162 among its holdings.

2,164 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

Superior Planning, LLC held 2,574 shares of Wells Fargo worth $206K as of Q3 2026.
Wells Fargo was a new Superior Planning, LLC position in Q3 2026.
Wells Fargo made up 0.09% of Superior Planning, LLC's portfolio in Q3 2026, its #162 holding.
2,164 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.