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Cornerstone Planning Group’s Wells Fargo WFC Stock Holding History

Cornerstone Planning Group’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
Q1 		$142K Buy
1,772
+100
+6% +$8.59K 0.02% 203
2025
Q4 		$147K Buy
1,672
+1,440
+621% +$125K 0.02% 171
2025
Q3 		$42K Sell
232
-855
-79% -$69.3K 0.01% 385
2025
Q2 		$84.8K Sell
1,087
-165
-13% -$11.9K 0.02% 161
2025
Q1 		$85.1K Buy
1,252
+475
+61% +$35.7K 0.02% 162
2024
Q4 		$60.6K Buy
777
+111
+17% +$7.58K 0.01% 164
2024
Q3 		$43.5K Sell
666
-20
-3% -$1.13K 0.01% 203
2024
Q2 		$35.7K Buy
686
+54
+9% +$3.19K 0.01% 240
2024
Q1 		$37.8K Buy
632
+3
+0.5% +$157 0.01% 206
2023
Q4 		$31K Sell
629
-4
-0.6% -$173 0.01% 254
2023
Q3 		$25.9K Buy
633
+74
+13% +$3.19K 0.01% 274
2023
Q2 		$23.8K Buy
+559
New +$22.5K 0.01% 395
2022
Q4 		$27.3K Buy
+636
New +$28.2K 0.01% 365

Other funds holding WFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cornerstone Planning Group's WFC Position: Q1 2026 in Review

Cornerstone Planning Group increased its Wells Fargo (WFC) stake by 6% in Q1 2026, buying an estimated $8.59K and bringing the position to 1,772 shares worth $142K. The position accounts for 0.02% of the portfolio, ranked #203.

Cornerstone Planning Group first reported a position in WFC in Q4 2022 and has held it in 13 quarters since. The position peaked at $147K in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Cornerstone Planning Group held 1,772 shares of Wells Fargo worth $142K as of Q1 2026.
  • Cornerstone Planning Group bought 100 Wells Fargo shares in Q1 2026, an estimated $8.59K.
  • Wells Fargo made up 0.02% of Cornerstone Planning Group's portfolio in Q1 2026, its #203 holding.
  • Cornerstone Planning Group first reported a position in Wells Fargo in Q4 2022 and has held it in 13 quarters since.
  • Cornerstone Planning Group's Wells Fargo position peaked at $147K in Q4 2025.
  • 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.