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 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

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

Plan A Wealth's WFC Position: Q2 2026 in Review

Plan A Wealth reduced its Wells Fargo (WFC) stake by 3.2% in Q2 2026, selling an estimated $20.1K and leaving 7,682 shares worth $635K. The position accounts for 0.27% of the portfolio, ranked #60.

Plan A Wealth first reported a position in WFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $869K in Q2 2025. 2,857 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Plan A Wealth held 7,682 shares of Wells Fargo worth $635K as of Q2 2026.
Plan A Wealth sold 250 Wells Fargo shares in Q2 2026, an estimated $20.1K.
Wells Fargo made up 0.27% of Plan A Wealth's portfolio in Q2 2026, its #60 holding.
Plan A Wealth first reported a position in Wells Fargo in Q4 2024 and has held it in 7 quarters since.
Plan A Wealth's Wells Fargo position peaked at $869K in Q2 2025.
2,857 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.