Plan A Wealth’s Wells Fargo WFC Stock Holding History

Plan A Wealth’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 Q3	$615K	Sell	7,680 -2	-0%	-$173	0.22%	70
2026 Q2	$635K	Sell	7,682 -250	-3%	-$20.1K	0.27%	60
2026 Q1	$631K	Sell	7,932 -79	-1%	-$6.79K	0.3%	53
2025 Q4	$747K	Sell	8,011 -217	-3%	-$18.8K	0.37%	37
2025 Q3	$690K	Sell	8,228 -2,618	-24%	-$212K	0.35%	41
2025 Q2	$869K	Sell	10,846 -257	-2%	-$18.5K	0.49%	32
2025 Q1	$797K	Sell	11,103 -119	-1%	-$8.93K	0.62%	35
2024 Q4	$788K	Buy	+11,222	New	+$766K	0.72%	33

Other funds holding WFC

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

SBWIC

Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Plan A Wealth's WFC Position: Q3 2026 in Review

Plan A Wealth reduced its Wells Fargo (WFC) stake by 0.03% in Q3 2026, selling an estimated $173 and leaving 7,680 shares worth $615K. The position accounts for 0.22% of the portfolio, ranked #70.

Plan A Wealth first reported a position in WFC in Q4 2024 and has held it in 8 quarters since. The position peaked at $869K in Q2 2025. 152 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

Plan A Wealth held 7,680 shares of Wells Fargo worth $615K as of Q3 2026.
Plan A Wealth sold 2 Wells Fargo shares in Q3 2026, an estimated $173.
Wells Fargo made up 0.22% of Plan A Wealth's portfolio in Q3 2026, its #70 holding.
Plan A Wealth first reported a position in Wells Fargo in Q4 2024 and has held it in 8 quarters since.
Plan A Wealth's Wells Fargo position peaked at $869K in Q2 2025.
152 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.