Creative Planning’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-120,000
| Closed | -$5.2M | – | 4205 |
|
|
2025
Q4 | $5.2M | Hold |
120,000
| – | – | ﹤0.01% | 985 |
|
|
2025
Q3 | $4.12M | Hold |
120,000
| – | – | ﹤0.01% | 992 |
|
|
2025
Q2 | $3.71M | Hold |
120,000
| – | – | ﹤0.01% | 913 |
|
|
2025
Q1 | $2.83M | Hold |
120,000
| – | – | ﹤0.01% | 971 |
|
|
2024
Q4 | $2.63M | Buy |
+120,000
| New | +$8.19M | ﹤0.01% | 974 |
|
|
2024
Q3 | – | Sell |
-120,000
| Closed | -$1.71M | – | 3328 |
|
|
2024
Q2 | $1.71M | Hold |
120,000
| – | – | ﹤0.01% | 1071 |
|
|
2024
Q1 | $1.59M | Hold |
120,000
| – | – | ﹤0.01% | 1072 |
|
|
2023
Q4 | $958K | Hold |
120,000
| – | – | ﹤0.01% | 1257 |
|
|
2023
Q3 | $486K | Buy |
+120,000
| New | +$5.18M | ﹤0.01% | 1588 |
|
|
2022
Q3 | – | Sell |
-18,200
| Closed | -$4K | – | 2455 |
|
|
2022
Q2 | $4K | Buy |
+18,200
| New | +$799K | ﹤0.01% | 2236 |
|
|
2021
Q2 | – | Sell |
-13,000
| Closed | -$26K | – | 2609 |
|
|
2021
Q1 | $26K | Buy |
13,000
+9,500
| +271% | +$336K | ﹤0.01% | 2417 |
|
|
2020
Q4 | $4K | Sell |
3,500
-109,500
| -97% | -$2.83M | ﹤0.01% | 2275 |
|
|
2020
Q3 | $33K | Sell |
113,000
-1,900
| -2% | -$46.8K | ﹤0.01% | 1946 |
|
|
2020
Q2 | $71K | Buy |
+114,900
| New | +$3.14M | ﹤0.01% | 1721 |
|
|
2020
Q1 | – | Sell |
-20,000
| Closed | -$2K | – | 2101 |
|
|
2019
Q4 | $2K | Buy |
+20,000
| New | +$1.05M | ﹤0.01% | 1956 |
|
|
2019
Q2 | – | Sell |
-100
| Closed | -$1K | – | 2132 |
|
|
2019
Q1 | $1K | Buy |
+100
| New | +$4.92K | ﹤0.01% | 1972 |
|
|
2018
Q4 | – | Sell |
-201,000
| Closed | -$6K | – | 2121 |
|
|
2018
Q3 | $6K | Buy |
201,000
+101,000
| +101% | +$5.77M | ﹤0.01% | 2011 |
|
|
2018
Q2 | $37K | Buy |
100,000
+89,900
| +890% | +$4.82M | ﹤0.01% | 1871 |
|
|
2018
Q1 | $4K | Buy |
10,100
+100
| +1% | +$5.94K | ﹤0.01% | 1965 |
|
|
2017
Q4 | $25K | Buy |
+10,000
| New | +$565K | ﹤0.01% | 1842 |
|
|
2016
Q4 | – | Sell |
-6,100
| Closed | -$2K | – | 4862 |
|
|
2016
Q3 | $2K | Buy |
6,100
+1,900
| +45% | +$90.9K | ﹤0.01% | 4265 |
|
|
2016
Q2 | $22K | Buy |
4,200
+3,100
| +282% | +$151K | ﹤0.01% | 2735 |
|
|
2016
Q1 | $2K | Buy |
1,100
+1,000
| +1,000% | +$49K | ﹤0.01% | 4001 |
|
|
2015
Q4 | $2K | Buy |
+100
| New | +$5.43K | ﹤0.01% | 4083 |
|
|
2015
Q1 | – | Sell |
-1,000
| Closed | -$13K | – | 4434 |
|
|
2014
Q4 | $13K | Hold |
1,000
| – | – | ﹤0.01% | 2967 |
|
|
2014
Q3 | $10K | Hold |
1,000
| – | – | ﹤0.01% | 2954 |
|
|
2014
Q2 | $11K | Sell |
1,000
-1,000
| -50% | -$50.3K | ﹤0.01% | 2828 |
|
|
2014
Q1 | $16K | Buy |
+2,000
| New | +$93.2K | ﹤0.01% | 2522 |
|
Other funds holding WFC
VCM
VPM
Creative Planning's WFC Position: Q1 2026 in Review
Creative Planning increased its Wells Fargo (WFC) stake by 4.7% in Q1 2026, buying an estimated $5.06M and bringing the position to 1,321,100 shares worth $105M. The position accounts for 0.07% of the portfolio, ranked #126.
Creative Planning first reported a position in WFC in Q2 2013 and has held it in 52 quarters since. The position peaked at $118M in Q4 2025. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.
- Creative Planning held 1,321,100 shares of Wells Fargo worth $105M as of Q1 2026.
- Creative Planning bought 58,887 Wells Fargo shares in Q1 2026, an estimated $5.06M.
- Wells Fargo made up 0.07% of Creative Planning's portfolio in Q1 2026, its #126 holding.
- Creative Planning first reported a position in Wells Fargo in Q2 2013 and has held it in 52 quarters since.
- Creative Planning's Wells Fargo position peaked at $118M in Q4 2025.
- 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.