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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
Q2 		$925K Sell
10,609
-2,096
-16% -$168K 0.68% 41
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 $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

Phillips Wealth Planners's WFC Position: Q2 2026 in Review

Phillips Wealth Planners reduced its Wells Fargo (WFC) stake by 16% in Q2 2026, selling an estimated $168K and leaving 10,609 shares worth $925K. The position accounts for 0.68% of the portfolio, ranked #41.

Phillips Wealth Planners first reported a position in WFC in Q2 2025 and has held it in 5 quarters since. The position peaked at $935K in Q1 2026. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Phillips Wealth Planners held 10,609 shares of Wells Fargo worth $925K as of Q2 2026.
  • Phillips Wealth Planners sold 2,096 Wells Fargo shares in Q2 2026, an estimated $168K.
  • Wells Fargo made up 0.68% of Phillips Wealth Planners's portfolio in Q2 2026, its #41 holding.
  • Phillips Wealth Planners first reported a position in Wells Fargo in Q2 2025 and has held it in 5 quarters since.
  • Phillips Wealth Planners's Wells Fargo position peaked at $935K in Q1 2026.
  • 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.