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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
Q2 		$147K Sell
1,696
-76
-4% -$6.11K 0.02% 200
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cornerstone Planning Group's WFC Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Wells Fargo (WFC) stake by 4.3% in Q2 2026, selling an estimated $6.11K and leaving 1,696 shares worth $147K. The position accounts for 0.02% of the portfolio, ranked #200.

Cornerstone Planning Group first reported a position in WFC in Q4 2022 and has held it in 14 quarters since. The position peaked at $147K in Q4 2025. 2,878 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Cornerstone Planning Group held 1,696 shares of Wells Fargo worth $147K as of Q2 2026.
  • Cornerstone Planning Group sold 76 Wells Fargo shares in Q2 2026, an estimated $6.11K.
  • Wells Fargo made up 0.02% of Cornerstone Planning Group's portfolio in Q2 2026, its #200 holding.
  • Cornerstone Planning Group first reported a position in Wells Fargo in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's Wells Fargo position peaked at $147K in Q4 2025.
  • 2,878 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.