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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning's WFC Position: Q2 2026 in Review

Creative Planning increased its Wells Fargo (WFC) stake by 9.4% in Q2 2026, buying an estimated $9.94M and bringing the position to 1,444,769 shares worth $119M. The position accounts for 0.07% of the portfolio, ranked #127.

Creative Planning first reported a position in WFC in Q2 2013 and has held it in 53 quarters since. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Creative Planning held 1,444,769 shares of Wells Fargo worth $119M as of Q2 2026.
Creative Planning bought 123,669 Wells Fargo shares in Q2 2026, an estimated $9.94M.
Wells Fargo made up 0.07% of Creative Planning's portfolio in Q2 2026, its #127 holding.
Creative Planning first reported a position in Wells Fargo in Q2 2013 and has held it in 53 quarters since.
2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.