FWP
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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
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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
DJC
Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Falcon Wealth Planning's WFC Position: Q2 2026 in Review

Falcon Wealth Planning opened a new position in Wells Fargo (WFC) in Q2 2026: 2,571 shares worth $212K. The stake represents 0.01% of the portfolio and ranks #238 among its holdings. This is a return to the name: Falcon Wealth Planning previously reported a position in WFC as recently as Q4 2025.

Falcon Wealth Planning first reported a position in WFC in Q4 2025 and has held it in 2 quarters since. The position peaked at $221K in Q4 2025. 909 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Falcon Wealth Planning held 2,571 shares of Wells Fargo worth $212K as of Q2 2026.
  • Wells Fargo was a new Falcon Wealth Planning position in Q2 2026.
  • Wells Fargo made up 0.01% of Falcon Wealth Planning's portfolio in Q2 2026, its #238 holding.
  • Falcon Wealth Planning first reported a position in Wells Fargo in Q4 2025 and has held it in 2 quarters since.
  • Falcon Wealth Planning's Wells Fargo position peaked at $221K in Q4 2025.
  • 909 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Falcon Wealth Planning's 13F filing for Q2 2026, filed 13 Jul 2026.