Consolidated Planning Corp
WFC icon

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
Q3 		$288K Buy
3,600
+211
+6% +$18.3K 0.04% 152
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Consolidated Planning Corp's WFC Position: Q3 2026 in Review

Consolidated Planning Corp increased its Wells Fargo (WFC) stake by 6.2% in Q3 2026, buying an estimated $18.3K and bringing the position to 3,600 shares worth $288K. The position accounts for 0.04% of the portfolio, ranked #152.

Consolidated Planning Corp first reported a position in WFC in Q3 2021 and has held it in 14 quarters since. The position peaked at $385K in Q4 2025. 1,908 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Consolidated Planning Corp held 3,600 shares of Wells Fargo worth $288K as of Q3 2026.
  • Consolidated Planning Corp bought 211 Wells Fargo shares in Q3 2026, an estimated $18.3K.
  • Wells Fargo made up 0.04% of Consolidated Planning Corp's portfolio in Q3 2026, its #152 holding.
  • Consolidated Planning Corp first reported a position in Wells Fargo in Q3 2021 and has held it in 14 quarters since.
  • Consolidated Planning Corp's Wells Fargo position peaked at $385K in Q4 2025.
  • 1,908 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Consolidated Planning Corp's 13F filing for Q3 2026, filed 21 Oct 2026.