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Consolidated Planning Corp’s Wells Fargo WFC Stock Holding History

Consolidated Planning Corp’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 		$280K Buy
3,389
+44
+1% +$3.54K 0.04% 130
2026
Q1 		$266K Sell
3,345
-786
-19% -$67.5K 0.04% 128
2025
Q4 		$385K Sell
4,131
-100
-2% -$8.68K 0.04% 160
2025
Q3 		$355K Buy
4,231
+18
+0.4% +$1.46K 0.04% 155
2025
Q2 		$338K Hold
4,213
– – 0.04% 153
2025
Q1 		$302K Buy
4,213
+100
+2% +$7.51K 0.04% 153
2024
Q4 		$289K Sell
4,113
-336
-8% -$22.9K 0.04% 171
2024
Q3 		$251K Buy
4,449
+507
+13% +$28.7K 0.04% 175
2024
Q2 		$234K Sell
3,942
-926
-19% -$54.7K 0.04% 171
2024
Q1 		$282K Sell
4,868
-399
-8% -$20.9K 0.05% 145
2023
Q4 		$259K Buy
+5,267
New +$227K 0.05% 138
2023
Q3 		– Sell
-4,765
Closed -$203K – 172
2023
Q2 		$203K Buy
+4,765
New +$192K 0.04% 156
2021
Q4 		– Sell
-165
Closed -$8K – 457
2021
Q3 		$8K Buy
+165
New +$7.64K 0.01% 326

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

Consolidated Planning Corp's WFC Position: Q2 2026 in Review

Consolidated Planning Corp increased its Wells Fargo (WFC) stake by 1.3% in Q2 2026, buying an estimated $3.54K and bringing the position to 3,389 shares worth $280K. The position accounts for 0.04% of the portfolio, ranked #130.

Consolidated Planning Corp first reported a position in WFC in Q3 2021 and has held it in 13 quarters since. The position peaked at $385K in Q4 2025. 909 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Consolidated Planning Corp held 3,389 shares of Wells Fargo worth $280K as of Q2 2026.
  • Consolidated Planning Corp bought 44 Wells Fargo shares in Q2 2026, an estimated $3.54K.
  • Wells Fargo made up 0.04% of Consolidated Planning Corp's portfolio in Q2 2026, its #130 holding.
  • Consolidated Planning Corp first reported a position in Wells Fargo in Q3 2021 and has held it in 13 quarters since.
  • Consolidated Planning Corp's Wells Fargo position peaked at $385K in Q4 2025.
  • 909 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Consolidated Planning Corp's 13F filing for Q2 2026, filed 24 Jul 2026.