Creative Planning’s Wells Fargo WFC Stock Holding History

Creative Planning’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
2023 Q3	–	Sell	-15,000	Closed	-$1.56K	–	3052
2023 Q2	$1.56K	Hold	15,000	–	–	﹤0.01%	2603
2023 Q1	$20.3K	Hold	15,000	–	–	﹤0.01%	2406
2022 Q4	$6.6K	Hold	15,000	–	–	﹤0.01%	2379
2022 Q3	$24K	Sell	15,000 -17,500	-54%	-$752K	﹤0.01%	2172
2022 Q2	$67K	Hold	32,500	–	–	﹤0.01%	2017
2022 Q1	$23K	Buy	+32,500	New	+$1.74M	﹤0.01%	2127
2021 Q4	–	Sell	-55,000	Closed	-$6K	–	2227
2021 Q3	$6K	Hold	55,000	–	–	﹤0.01%	2086
2021 Q2	$7K	Buy	+55,000	New	+$2.46M	﹤0.01%	2026
2020 Q3	–	Sell	-300	Closed	-$1K	–	2287
2020 Q2	$1K	Buy	+300	New	+$8.21K	﹤0.01%	2007

Other funds holding WFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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.