Keener Financial Planning’s Wells Fargo WFC Stock Holding History

Keener Financial 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
2025 Q4	–	Sell	-1,000	Closed	-$83K	–	220
2025 Q3	$83K	Hold	1,000	–	–	0.04%	80
2025 Q2	$80K	Buy	+1,000	New	+$72.1K	0.04%	83
2025 Q1	–	Sell	-1,000	Closed	-$70K	–	203
2024 Q4	$70K	Hold	1,000	–	–	0.04%	81
2024 Q3	$56K	Hold	1,000	–	–	0.04%	82
2024 Q2	$59K	Hold	1,000	–	–	0.04%	84
2024 Q1	$58K	Hold	1,000	–	–	0.04%	91
2023 Q4	$49K	Buy	+1,000	New	+$43.2K	0.04%	96

Other funds holding WFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Keener Financial Planning's WFC Position: Q4 2025 in Review

Keener Financial Planning sold out of Wells Fargo (WFC) in Q4 2025, closing a stake of 1,000 shares — an estimated $83K sold.

Keener Financial Planning first reported a position in WFC in Q4 2023 and held it in 7 quarters. The position peaked at $83K in Q3 2025. 2,905 funds tracked by Wall St. Rank hold WFC as of Q4 2025.

Keener Financial Planning reported no remaining Wells Fargo position as of Q4 2025 after selling out during the quarter.
Keener Financial Planning sold 1,000 Wells Fargo shares in Q4 2025, an estimated $83K.
Keener Financial Planning first reported a position in Wells Fargo in Q4 2023 and held it in 7 quarters.
Keener Financial Planning's Wells Fargo position peaked at $83K in Q3 2025.
2,905 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2025.

Based on Keener Financial Planning's 13F filing for Q4 2025, filed 23 Jan 2026.