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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PDS Planning's WFC Position: Q1 2026 in Review

PDS Planning reduced its Wells Fargo (WFC) stake by 2.1% in Q1 2026, selling an estimated $24.3K and leaving 13,462 shares worth $1.07M. The position accounts for 0.07% of the portfolio, ranked #129.

PDS Planning first reported a position in WFC in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.28M in Q4 2025. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • PDS Planning held 13,462 shares of Wells Fargo worth $1.07M as of Q1 2026.
  • PDS Planning sold 283 Wells Fargo shares in Q1 2026, an estimated $24.3K.
  • Wells Fargo made up 0.07% of PDS Planning's portfolio in Q1 2026, its #129 holding.
  • PDS Planning first reported a position in Wells Fargo in Q4 2021 and has held it in 16 quarters since.
  • PDS Planning's Wells Fargo position peaked at $1.28M in Q4 2025.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.