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BFC Planning, Inc.’s Wells Fargo WFC Stock Holding History

BFC Planning, Inc.’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 		$1.19M Buy
14,875
+8
+0.1% +$692 0.05% 348
2026
Q2 		$1.23M Sell
14,867
-1,758
-11% -$141K 0.05% 347
2026
Q1 		$1.32M Sell
16,625
-353
-2% -$30.3K 0.06% 306
2025
Q4 		$1.58M Buy
16,978
+5,513
+48% +$479K 0.07% 269
2025
Q3 		$961K Buy
11,465
+399
+4% +$32.4K 0.07% 239
2025
Q2 		$887K Buy
11,066
+3,280
+42% +$236K 0.07% 245
2025
Q1 		$559K Sell
7,786
-4
-0.1% -$300 0.05% 313
2024
Q4 		$547K Sell
7,790
-2,444
-24% -$167K 0.05% 311
2024
Q3 		$578K Buy
+10,234
New +$579K 0.05% 307

Other funds holding WFC

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

BFC Planning, Inc.'s WFC Position: Q3 2026 in Review

BFC Planning, Inc. increased its Wells Fargo (WFC) stake by 0.05% in Q3 2026, buying an estimated $692 and bringing the position to 14,875 shares worth $1.19M. The position accounts for 0.05% of the portfolio, ranked #348.

BFC Planning, Inc. first reported a position in WFC in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.58M in Q4 2025. 2,499 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • BFC Planning, Inc. held 14,875 shares of Wells Fargo worth $1.19M as of Q3 2026.
  • BFC Planning, Inc. bought 8 Wells Fargo shares in Q3 2026, an estimated $692.
  • Wells Fargo made up 0.05% of BFC Planning, Inc.'s portfolio in Q3 2026, its #348 holding.
  • BFC Planning, Inc. first reported a position in Wells Fargo in Q3 2024 and has held it in 9 quarters since.
  • BFC Planning, Inc.'s Wells Fargo position peaked at $1.58M in Q4 2025.
  • 2,499 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.