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Asset Planning Inc’s Wells Fargo WFC Stock Holding History

Asset Planning Inc’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 		$285K Buy
3,446
+17
+0.5% +$1.37K 0.18% 71
2026
Q1 		$273K Buy
3,429
+213
+7% +$18.3K 0.19% 67
2025
Q4 		$300K Buy
3,216
+15
+0.5% +$1.3K 0.21% 66
2025
Q3 		$268K Buy
3,201
+216
+7% +$17.5K 0.19% 74
2025
Q2 		$239K Buy
2,985
+14
+0.5% +$1.01K 0.18% 74
2025
Q1 		$213K Buy
2,971
+14
+0.5% +$1.05K 0.17% 78
2024
Q4 		$208K Buy
+2,957
New +$202K 0.16% 77

Other funds holding WFC

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
DJC
Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Asset Planning Inc's WFC Position: Q2 2026 in Review

Asset Planning Inc increased its Wells Fargo (WFC) stake by 0.5% in Q2 2026, buying an estimated $1.37K and bringing the position to 3,446 shares worth $285K. The position accounts for 0.18% of the portfolio, ranked #71.

Asset Planning Inc first reported a position in WFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $300K in Q4 2025. 1,074 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Asset Planning Inc held 3,446 shares of Wells Fargo worth $285K as of Q2 2026.
  • Asset Planning Inc bought 17 Wells Fargo shares in Q2 2026, an estimated $1.37K.
  • Wells Fargo made up 0.18% of Asset Planning Inc's portfolio in Q2 2026, its #71 holding.
  • Asset Planning Inc first reported a position in Wells Fargo in Q4 2024 and has held it in 7 quarters since.
  • Asset Planning Inc's Wells Fargo position peaked at $300K in Q4 2025.
  • 1,074 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.