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Peak Retirement Planning’s Wells Fargo WFC Stock Holding History

Peak Retirement 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 		$522K Buy
6,313
+382
+6% +$30.7K 0.08% 102
2026
Q1 		$472K Sell
5,931
-964
-14% -$82.8K 0.09% 100
2025
Q4 		$643K Sell
6,895
-295
-4% -$25.6K 0.15% 92
2025
Q3 		$603K Buy
7,190
+444
+7% +$36K 0.17% 87
2025
Q2 		$540K Buy
6,746
+159
+2% +$11.5K 0.22% 84
2025
Q1 		$473K Buy
+6,587
New +$495K 0.26% 82

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

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

Peak Retirement Planning increased its Wells Fargo (WFC) stake by 6.4% in Q2 2026, buying an estimated $30.7K and bringing the position to 6,313 shares worth $522K. The position accounts for 0.08% of the portfolio, ranked #102.

Peak Retirement Planning first reported a position in WFC in Q1 2025 and has held it in 6 quarters since. The position peaked at $643K in Q4 2025. 2,854 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Peak Retirement Planning held 6,313 shares of Wells Fargo worth $522K as of Q2 2026.
  • Peak Retirement Planning bought 382 Wells Fargo shares in Q2 2026, an estimated $30.7K.
  • Wells Fargo made up 0.08% of Peak Retirement Planning's portfolio in Q2 2026, its #102 holding.
  • Peak Retirement Planning first reported a position in Wells Fargo in Q1 2025 and has held it in 6 quarters since.
  • Peak Retirement Planning's Wells Fargo position peaked at $643K in Q4 2025.
  • 2,854 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.