CFFP
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Center for Financial Planning’s Wells Fargo WFC Stock Holding History

Center for 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 		$211K Sell
2,552
-16
-0.6% -$1.29K 0.02% 171
2026
Q1 		$204K Hold
2,568
– – 0.02% 172
2025
Q4 		$239K Buy
2,568
+2,494
+3,370% +$217K 0.02% 160
2025
Q3 		$6.2K Hold
74
– – ﹤0.01% 533
2025
Q2 		$5.93K Hold
74
– – ﹤0.01% 505
2025
Q1 		$5.31K Hold
74
– – ﹤0.01% 528
2024
Q4 		$5.2K Hold
74
– – ﹤0.01% 483
2024
Q3 		$4.18K Sell
74
-156
-68% -$8.82K ﹤0.01% 464
2024
Q2 		$13.7K Hold
230
– – ﹤0.01% 356
2024
Q1 		$13.3K Hold
230
– – ﹤0.01% 371
2023
Q4 		$11.3K Buy
230
+74
+47% +$3.19K ﹤0.01% 355
2023
Q3 		$6.38K Hold
156
– – ﹤0.01% 400
2023
Q2 		$6.66K Sell
156
-200
-56% -$8.05K ﹤0.01% 424
2023
Q1 		$13.3K Hold
356
– – ﹤0.01% 327
2022
Q4 		$14.7K Sell
356
-204
-36% -$9.03K ﹤0.01% 315
2022
Q3 		$23K Buy
560
+171
+44% +$7.35K 0.01% 286
2022
Q2 		$15K Sell
389
-7
-2% -$307 ﹤0.01% 322
2022
Q1 		$19K Hold
396
– – ﹤0.01% 311
2021
Q4 		$19K Buy
396
+40
+11% +$1.97K ﹤0.01% 313
2021
Q3 		$17K Hold
356
– – ﹤0.01% 319
2021
Q2 		$16K Hold
356
– – ﹤0.01% 322
2021
Q1 		$14K Sell
356
-457
-56% -$16.2K ﹤0.01% 347
2020
Q4 		$25K Sell
813
-16
-2% -$414 0.01% 263
2020
Q3 		$19K Hold
829
– – 0.01% 266
2020
Q2 		$21K Sell
829
-7,413
-90% -$203K 0.01% 257
2020
Q1 		$237K Sell
8,242
-839
-9% -$35.7K 0.08% 102
2019
Q4 		$489K Buy
+9,081
New +$476K 0.12% 73

Other funds holding WFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Center for Financial Planning's WFC Position: Q2 2026 in Review

Center for Financial Planning reduced its Wells Fargo (WFC) stake by 0.62% in Q2 2026, selling an estimated $1.29K and leaving 2,552 shares worth $211K. The position accounts for 0.02% of the portfolio, ranked #171.

Center for Financial Planning first reported a position in WFC in Q4 2019 and has held it in 27 quarters since. The position peaked at $489K in Q4 2019. 909 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Center for Financial Planning held 2,552 shares of Wells Fargo worth $211K as of Q2 2026.
  • Center for Financial Planning sold 16 Wells Fargo shares in Q2 2026, an estimated $1.29K.
  • Wells Fargo made up 0.02% of Center for Financial Planning's portfolio in Q2 2026, its #171 holding.
  • Center for Financial Planning first reported a position in Wells Fargo in Q4 2019 and has held it in 27 quarters since.
  • Center for Financial Planning's Wells Fargo position peaked at $489K in Q4 2019.
  • 909 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.