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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
Q2 		$215K Hold
2,596
– – 0.06% 81
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Essential Planning's WFC Position: Q2 2026 in Review

Essential Planning held its Wells Fargo (WFC) position steady in Q2 2026 at 2,596 shares worth $215K. The position accounts for 0.06% of the portfolio, ranked #81.

Essential Planning first reported a position in WFC in Q4 2024 and has held it in 6 quarters since. The position peaked at $9.37M in Q4 2024. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Essential Planning held 2,596 shares of Wells Fargo worth $215K as of Q2 2026.
  • Essential Planning left its Wells Fargo share count unchanged in Q2 2026.
  • Wells Fargo made up 0.06% of Essential Planning's portfolio in Q2 2026, its #81 holding.
  • Essential Planning first reported a position in Wells Fargo in Q4 2024 and has held it in 6 quarters since.
  • Essential Planning's Wells Fargo position peaked at $9.37M in Q4 2024.
  • 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Essential Planning's 13F filing for Q2 2026, filed 3 Aug 2026.