Peak Planning Group’s Wells Fargo WFC Stock Holding History

Peak Planning Group’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	$482K	Hold	5,829	–	–	0.11%	77
2026 Q1	$464K	Sell	5,829 -2,297	-28%	-$197K	0.13%	81
2025 Q4	$757K	Buy	8,126 +2,297	+39%	+$199K	0.21%	61
2025 Q3	$489K	Hold	5,829	–	–	0.25%	52
2025 Q2	$467K	Buy	5,829 +85	+1%	+$6.13K	0.3%	49
2025 Q1	$412K	Buy	5,744 +202	+4%	+$15.2K	0.17%	78
2024 Q4	$389K	Sell	5,542 -5,000	-47%	-$341K	0.16%	77
2024 Q3	$596K	Sell	10,542 -330	-3%	-$18.7K	0.26%	64
2024 Q2	$646K	Sell	10,872 -982	-8%	-$58K	0.32%	58
2024 Q1	$687K	Hold	11,854	–	–	0.43%	45
2023 Q4	$583K	Sell	11,854 -1,000	-8%	-$43.2K	0.42%	43
2023 Q3	$525K	Buy	12,854 +5,000	+64%	+$216K	0.41%	45
2023 Q2	$335K	Hold	7,854	–	–	0.25%	62
2023 Q1	$294K	Sell	7,854 -2,000	-20%	-$87.2K	0.24%	69
2022 Q4	$407K	Hold	9,854	–	–	0.36%	56
2022 Q3	$396K	Hold	9,854	–	–	0.37%	49
2022 Q2	$386K	Buy	+9,854	New	+$432K	0.32%	51
2021 Q4	$502K	Buy	10,471 +2	+0%	+$98	0.37%	51
2021 Q3	$486K	Buy	+10,469	New	+$485K	0.42%	48
2021 Q1	$440K	Buy	11,255 +501	+5%	+$17.7K	0.43%	46
2020 Q4	$325K	Sell	10,754 -56	-0.5%	-$1.45K	0.37%	49
2020 Q3	$254K	Buy	+10,810	New	+$266K	0.36%	44

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

Peak Planning Group's WFC Position: Q2 2026 in Review

Peak Planning Group held its Wells Fargo (WFC) position steady in Q2 2026 at 5,829 shares worth $482K. The position accounts for 0.11% of the portfolio, ranked #77.

Peak Planning Group first reported a position in WFC in Q3 2020 and has held it in 22 quarters since. The position peaked at $757K in Q4 2025. 2,865 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Peak Planning Group held 5,829 shares of Wells Fargo worth $482K as of Q2 2026.
Peak Planning Group left its Wells Fargo share count unchanged in Q2 2026.
Wells Fargo made up 0.11% of Peak Planning Group's portfolio in Q2 2026, its #77 holding.
Peak Planning Group first reported a position in Wells Fargo in Q3 2020 and has held it in 22 quarters since.
Peak Planning Group's Wells Fargo position peaked at $757K in Q4 2025.
2,865 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Peak Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.