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Phillips Wealth Planners’s Wells Fargo WFC Stock Holding History

Phillips Wealth Planners’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 		$935K Buy
12,705
+2,224
+21% +$191K 0.7% 39
2025
Q4 		$903K Buy
10,481
+966
+10% +$83.9K 0.72% 41
2025
Q3 		$768K Buy
9,515
+6,112
+180% +$496K 0.64% 44
2025
Q2 		$278K Buy
+3,403
New +$245K 0.25% 148

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

Phillips Wealth Planners's WFC Position: Q1 2026 in Review

Phillips Wealth Planners increased its Wells Fargo (WFC) stake by 21% in Q1 2026, buying an estimated $191K and bringing the position to 12,705 shares worth $935K. The position accounts for 0.7% of the portfolio, ranked #39.

Phillips Wealth Planners first reported a position in WFC in Q2 2025 and has held it in 4 quarters since. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Phillips Wealth Planners held 12,705 shares of Wells Fargo worth $935K as of Q1 2026.
  • Phillips Wealth Planners bought 2,224 Wells Fargo shares in Q1 2026, an estimated $191K.
  • Wells Fargo made up 0.7% of Phillips Wealth Planners's portfolio in Q1 2026, its #39 holding.
  • Phillips Wealth Planners first reported a position in Wells Fargo in Q2 2025 and has held it in 4 quarters since.
  • 2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.