Action Point Financial Planning’s Wells Fargo WFC Stock Holding History

Action Point Financial Planning’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 Q2	$204K	Buy	+2,472	New	+$199K	0.02%	432

Other funds holding WFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Action Point Financial Planning's WFC Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Wells Fargo (WFC) in Q2 2026: 2,472 shares worth $204K. The stake represents 0.02% of the portfolio and ranks #432 among its holdings.

2,856 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Action Point Financial Planning held 2,472 shares of Wells Fargo worth $204K as of Q2 2026.
Wells Fargo was a new Action Point Financial Planning position in Q2 2026.
Wells Fargo made up 0.02% of Action Point Financial Planning's portfolio in Q2 2026, its #432 holding.
2,856 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.