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Larry Mathis Financial Planning’s Wells Fargo WFC Stock Holding History

Larry Mathis 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
2026
Q2 		$917K Buy
11,091
+138
+1% +$11.1K 0.7% 34
2026
Q1 		$872K Sell
10,953
-246
-2% -$21.1K 0.78% 24
2025
Q4 		$1.04M Buy
+11,199
New +$972K 0.92% 26

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

Larry Mathis Financial Planning's WFC Position: Q2 2026 in Review

Larry Mathis Financial Planning increased its Wells Fargo (WFC) stake by 1.3% in Q2 2026, buying an estimated $11.1K and bringing the position to 11,091 shares worth $917K. The position accounts for 0.7% of the portfolio, ranked #34.

Larry Mathis Financial Planning first reported a position in WFC in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.04M in Q4 2025. 2,852 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Larry Mathis Financial Planning held 11,091 shares of Wells Fargo worth $917K as of Q2 2026.
  • Larry Mathis Financial Planning bought 138 Wells Fargo shares in Q2 2026, an estimated $11.1K.
  • Wells Fargo made up 0.7% of Larry Mathis Financial Planning's portfolio in Q2 2026, its #34 holding.
  • Larry Mathis Financial Planning first reported a position in Wells Fargo in Q4 2025 and has held it in 3 quarters since.
  • Larry Mathis Financial Planning's Wells Fargo position peaked at $1.04M in Q4 2025.
  • 2,852 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.