Next Level Wealth Planning’s Wells Fargo WFC Stock Holding History

Next Level Wealth 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 Q3	$27.3K	Buy	+341	New	+$29.5K	0.01%	228

Other funds holding WFC

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Next Level Wealth Planning's WFC Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Wells Fargo (WFC) in Q3 2026: 341 shares worth $27.3K. The stake represents 0.01% of the portfolio and ranks #228 among its holdings.

1,700 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

Next Level Wealth Planning held 341 shares of Wells Fargo worth $27.3K as of Q3 2026.
Wells Fargo was a new Next Level Wealth Planning position in Q3 2026.
Wells Fargo made up 0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #228 holding.
1,700 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.