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PDS Planning’s Wells Fargo WFC Stock Holding History

PDS 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 		$1.17M Buy
14,211
+749
+6% +$60.2K 0.07% 139
2026
Q1 		$1.07M Sell
13,462
-283
-2% -$24.3K 0.07% 129
2025
Q4 		$1.28M Buy
13,745
+586
+4% +$50.9K 0.09% 110
2025
Q3 		$1.1M Buy
13,159
+409
+3% +$33.2K 0.08% 125
2025
Q2 		$1.02M Buy
12,750
+880
+7% +$63.5K 0.08% 125
2025
Q1 		$852K Buy
11,870
+1,754
+17% +$132K 0.07% 124
2024
Q4 		$711K Buy
10,116
+173
+2% +$11.8K 0.06% 136
2024
Q3 		$562K Buy
9,943
+556
+6% +$31.4K 0.05% 170
2024
Q2 		$557K Buy
9,387
+1,005
+12% +$59.3K 0.06% 154
2024
Q1 		$486K Buy
8,382
+557
+7% +$29.1K 0.05% 168
2023
Q4 		$385K Sell
7,825
-1,141
-13% -$49.2K 0.04% 185
2023
Q3 		$366K Buy
8,966
+266
+3% +$11.5K 0.05% 181
2023
Q2 		$371K Buy
8,700
+567
+7% +$22.8K 0.05% 175
2023
Q1 		$304K Buy
8,133
+2,756
+51% +$120K 0.04% 194
2022
Q4 		$222K Buy
+5,377
New +$238K 0.04% 186
2022
Q2 		– Sell
-4,267
Closed -$207K – 250
2022
Q1 		$207K Buy
4,267
+87
+2% +$4.66K 0.04% 208
2021
Q4 		$201K Buy
+4,180
New +$206K 0.04% 197

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

PDS Planning's WFC Position: Q2 2026 in Review

PDS Planning increased its Wells Fargo (WFC) stake by 5.6% in Q2 2026, buying an estimated $60.2K and bringing the position to 14,211 shares worth $1.17M. The position accounts for 0.07% of the portfolio, ranked #139.

PDS Planning first reported a position in WFC in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.28M in Q4 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • PDS Planning held 14,211 shares of Wells Fargo worth $1.17M as of Q2 2026.
  • PDS Planning bought 749 Wells Fargo shares in Q2 2026, an estimated $60.2K.
  • Wells Fargo made up 0.07% of PDS Planning's portfolio in Q2 2026, its #139 holding.
  • PDS Planning first reported a position in Wells Fargo in Q4 2021 and has held it in 17 quarters since.
  • PDS Planning's Wells Fargo position peaked at $1.28M in Q4 2025.
  • 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.