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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
Q2 		$842K Buy
10,185
+249
+3% +$20K 0.13% 145
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Holistic Planning's WFC Position: Q2 2026 in Review

Holistic Planning increased its Wells Fargo (WFC) stake by 2.5% in Q2 2026, buying an estimated $20K and bringing the position to 10,185 shares worth $842K. The position accounts for 0.13% of the portfolio, ranked #145.

Holistic Planning first reported a position in WFC in Q4 2023 and has held it in 11 quarters since. The position peaked at $942K in Q4 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Holistic Planning held 10,185 shares of Wells Fargo worth $842K as of Q2 2026.
  • Holistic Planning bought 249 Wells Fargo shares in Q2 2026, an estimated $20K.
  • Wells Fargo made up 0.13% of Holistic Planning's portfolio in Q2 2026, its #145 holding.
  • Holistic Planning first reported a position in Wells Fargo in Q4 2023 and has held it in 11 quarters since.
  • Holistic Planning's Wells Fargo position peaked at $942K in Q4 2025.
  • 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.