Meramec Financial Planners’s Wells Fargo WFC Stock Holding History

Meramec Financial Planners’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	–	Sell	-15	Closed	-$1.23K	–	620
2026 Q1	$1.23K	Sell	15 -1,485	-99%	-$128K	﹤0.01%	457
2025 Q4	$141K	Buy	+1,500	New	+$130K	0.05%	144

Other funds holding WFC

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

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

Meramec Financial Planners's WFC Position: Q2 2026 in Review

Meramec Financial Planners sold out of Wells Fargo (WFC) in Q2 2026, closing a stake of 15 shares — an estimated $1.23K sold.

Meramec Financial Planners first reported a position in WFC in Q4 2025 and held it in 2 quarters. The position peaked at $141K in Q4 2025. 2,859 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Meramec Financial Planners reported no remaining Wells Fargo position as of Q2 2026 after selling out during the quarter.
Meramec Financial Planners sold 15 Wells Fargo shares in Q2 2026, an estimated $1.23K.
Meramec Financial Planners first reported a position in Wells Fargo in Q4 2025 and held it in 2 quarters.
Meramec Financial Planners's Wells Fargo position peaked at $141K in Q4 2025.
2,859 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Meramec Financial Planners's 13F filing for Q2 2026, filed 29 Jul 2026.