Holistic Planning’s Wells Fargo WFC Stock Holding History

Holistic 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 Q1	$791K	Sell	9,936 -167	-2%	-$14.3K	0.16%	123
2025 Q4	$942K	Buy	10,103 +654	+7%	+$56.8K	0.2%	98
2025 Q3	$792K	Buy	9,449 +63	+0.7%	+$5.11K	0.21%	81
2025 Q2	$752K	Buy	9,386 +1,873	+25%	+$135K	0.22%	83
2025 Q1	$539K	Buy	7,513 +275	+4%	+$20.6K	0.18%	97
2024 Q4	$508K	Sell	7,238 -91	-1%	-$6.21K	0.18%	97
2024 Q3	$414K	Buy	7,329 +2,786	+61%	+$158K	0.18%	94
2024 Q2	$263K	Hold	4,543	–	–	0.2%	96
2024 Q1	$263K	Sell	4,543 -70	-2%	-$3.66K	0.2%	96
2023 Q4	$227K	Buy	+4,613	New	+$199K	0.19%	107

Other funds holding WFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Holistic Planning's WFC Position: Q1 2026 in Review

Holistic Planning reduced its Wells Fargo (WFC) stake by 1.7% in Q1 2026, selling an estimated $14.3K and leaving 9,936 shares worth $791K. The position accounts for 0.16% of the portfolio, ranked #123.

Holistic Planning first reported a position in WFC in Q4 2023 and has held it in 10 quarters since. The position peaked at $942K in Q4 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Holistic Planning held 9,936 shares of Wells Fargo worth $791K as of Q1 2026.
Holistic Planning sold 167 Wells Fargo shares in Q1 2026, an estimated $14.3K.
Wells Fargo made up 0.16% of Holistic Planning's portfolio in Q1 2026, its #123 holding.
Holistic Planning first reported a position in Wells Fargo in Q4 2023 and has held it in 10 quarters since.
Holistic Planning's Wells Fargo position peaked at $942K in Q4 2025.
2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.