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Essential Planning’s Wells Fargo WFC Stock Holding History

Essential 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
2026
Q1 		$207K Hold
2,596
– – 0.07% 84
2025
Q4 		$242K Hold
2,596
– – 0.08% 86
2025
Q3 		$218K Hold
2,596
– – 0.07% 83
2025
Q2 		$208K Buy
+2,596
New +$187K 0.08% 80
2025
Q1 		– Sell
-137,618
Closed -$9.37M – 302
2024
Q4 		$9.37M Buy
+137,618
New +$9.4M 0.06% 83

Other funds holding WFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Essential Planning's WFC Position: Q1 2026 in Review

Essential Planning held its Wells Fargo (WFC) position steady in Q1 2026 at 2,596 shares worth $207K. The position accounts for 0.07% of the portfolio, ranked #84.

Essential Planning first reported a position in WFC in Q4 2024 and has held it in 5 quarters since. The position peaked at $9.37M in Q4 2024. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Essential Planning held 2,596 shares of Wells Fargo worth $207K as of Q1 2026.
  • Essential Planning left its Wells Fargo share count unchanged in Q1 2026.
  • Wells Fargo made up 0.07% of Essential Planning's portfolio in Q1 2026, its #84 holding.
  • Essential Planning first reported a position in Wells Fargo in Q4 2024 and has held it in 5 quarters since.
  • Essential Planning's Wells Fargo position peaked at $9.37M in Q4 2024.
  • 2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Essential Planning's 13F filing for Q1 2026, filed 23 Apr 2026.