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Journey Retirement Planning & Investment Management’s Wells Fargo WFC Stock Holding History

Journey Retirement Planning & Investment Management’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 		$361K Buy
4,362
+284
+7% +$22.8K 0.28% 107
2026
Q1 		$325K Sell
4,078
-22,434
-85% -$1.93M 0.29% 102
2025
Q4 		$2.47M Buy
+26,512
New +$2.3M 0.51% 47

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

Journey Retirement Planning & Investment Management's WFC Position: Q2 2026 in Review

Journey Retirement Planning & Investment Management increased its Wells Fargo (WFC) stake by 7% in Q2 2026, buying an estimated $22.8K and bringing the position to 4,362 shares worth $361K. The position accounts for 0.28% of the portfolio, ranked #107.

Journey Retirement Planning & Investment Management first reported a position in WFC in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.47M in Q4 2025. 1,316 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Journey Retirement Planning & Investment Management held 4,362 shares of Wells Fargo worth $361K as of Q2 2026.
  • Journey Retirement Planning & Investment Management bought 284 Wells Fargo shares in Q2 2026, an estimated $22.8K.
  • Wells Fargo made up 0.28% of Journey Retirement Planning & Investment Management's portfolio in Q2 2026, its #107 holding.
  • Journey Retirement Planning & Investment Management first reported a position in Wells Fargo in Q4 2025 and has held it in 3 quarters since.
  • Journey Retirement Planning & Investment Management's Wells Fargo position peaked at $2.47M in Q4 2025.
  • 1,316 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.