FLP
WFC icon

Financial Life Planners’s Wells Fargo WFC Stock Holding History

Financial Life Planners’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 		$104K Buy
1,260
+5
+0.4% +$402 0.07% 86
2026
Q1 		$99.9K Buy
+1,255
New +$108K 0.08% 82
2025
Q4 		– Sell
-1,246
Closed -$104K – 331
2025
Q3 		$104K Buy
+1,246
New +$101K 0.07% 88
2025
Q1 		– Sell
-1,233
Closed -$86.6K – 388
2024
Q4 		$86.6K Buy
+1,233
New +$84.2K 0.07% 83

Other funds holding WFC

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 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

Financial Life Planners's WFC Position: Q2 2026 in Review

Financial Life Planners increased its Wells Fargo (WFC) stake by 0.4% in Q2 2026, buying an estimated $402 and bringing the position to 1,260 shares worth $104K. The position accounts for 0.07% of the portfolio, ranked #86.

Financial Life Planners first reported a position in WFC in Q4 2024 and has held it in 4 quarters since. The position peaked at $104K in Q3 2025. 1,293 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Financial Life Planners held 1,260 shares of Wells Fargo worth $104K as of Q2 2026.
  • Financial Life Planners bought 5 Wells Fargo shares in Q2 2026, an estimated $402.
  • Wells Fargo made up 0.07% of Financial Life Planners's portfolio in Q2 2026, its #86 holding.
  • Financial Life Planners first reported a position in Wells Fargo in Q4 2024 and has held it in 4 quarters since.
  • Financial Life Planners's Wells Fargo position peaked at $104K in Q3 2025.
  • 1,293 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.