Cornerstone Planning Group
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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
Q3 		– Sell
-1,696
Closed -$147K – 1709
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% +$3.2K 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Cornerstone Planning Group's WFC Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Wells Fargo (WFC) in Q3 2026, closing a stake of 1,696 shares — an estimated $147K sold.

Cornerstone Planning Group first reported a position in WFC in Q4 2022 and held it in 14 quarters. The position peaked at $147K in Q4 2025. 1,814 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Wells Fargo position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 1,696 Wells Fargo shares in Q3 2026, an estimated $147K.
  • Cornerstone Planning Group first reported a position in Wells Fargo in Q4 2022 and held it in 14 quarters.
  • Cornerstone Planning Group's Wells Fargo position peaked at $147K in Q4 2025.
  • 1,814 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.