Falcon Wealth Planning
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Falcon Wealth Planning’s Wells Fargo WFC Stock Holding History

Falcon Wealth 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
Q3 		$263K Buy
3,290
+719
+28% +$62.2K 0.02% 217
2026
Q2 		$212K Buy
+2,571
New +$207K 0.01% 238
2026
Q1 		– Sell
-2,373
Closed -$221K – 245
2025
Q4 		$221K Buy
+2,373
New +$206K 0.02% 198

Other funds holding WFC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Falcon Wealth Planning's WFC Position: Q3 2026 in Review

Falcon Wealth Planning increased its Wells Fargo (WFC) stake by 28% in Q3 2026, buying an estimated $62.2K and bringing the position to 3,290 shares worth $263K. The position accounts for 0.02% of the portfolio, ranked #217.

Falcon Wealth Planning first reported a position in WFC in Q4 2025 and has held it in 3 quarters since. 1,711 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Falcon Wealth Planning held 3,290 shares of Wells Fargo worth $263K as of Q3 2026.
  • Falcon Wealth Planning bought 719 Wells Fargo shares in Q3 2026, an estimated $62.2K.
  • Wells Fargo made up 0.02% of Falcon Wealth Planning's portfolio in Q3 2026, its #217 holding.
  • Falcon Wealth Planning first reported a position in Wells Fargo in Q4 2025 and has held it in 3 quarters since.
  • 1,711 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Falcon Wealth Planning's 13F filing for Q3 2026, filed 6 Nov 2026.