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Plancorp LLC’s Wells Fargo WFC Stock Holding History

Plancorp LLC’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 		$1.84M Buy
21,013
+6,169
+42% +$496K 0.05% 140
2026
Q1 		$1.27M Sell
14,844
-47
-0.3% -$4.04K 0.04% 142
2025
Q4 		$1.39M Buy
14,891
+50
+0.3% +$4.34K 0.04% 131
2025
Q3 		$1.24M Sell
14,841
-260
-2% -$21.1K 0.04% 141
2025
Q2 		$1.21M Sell
15,101
-248
-2% -$17.9K 0.04% 139
2025
Q1 		$1.1M Buy
15,349
+460
+3% +$34.5K 0.04% 138
2024
Q4 		$1.05M Buy
14,889
+1,264
+9% +$86.3K 0.04% 124
2024
Q3 		$770K Buy
13,625
+111
+0.8% +$6.28K 0.03% 152
2024
Q2 		$803K Buy
13,514
+240
+2% +$14.2K 0.03% 142
2024
Q1 		$769K Buy
13,274
+3,665
+38% +$192K 0.03% 144
2023
Q4 		$473K Buy
9,609
+429
+5% +$18.5K 0.02% 169
2023
Q3 		$375K Buy
9,180
+1,087
+13% +$46.9K 0.02% 181
2023
Q2 		$345K Buy
8,093
+434
+6% +$17.5K 0.02% 182
2023
Q1 		$286K Buy
7,659
+18
+0.2% +$785 0.02% 205
2022
Q4 		$316K Sell
7,641
-814
-10% -$36K 0.02% 185
2022
Q3 		$340K Buy
8,455
+171
+2% +$7.35K 0.02% 169
2022
Q2 		$324K Buy
8,284
+210
+3% +$9.22K 0.02% 172
2022
Q1 		$391K Buy
8,074
+38
+0.5% +$2.03K 0.03% 164
2021
Q4 		$386K Buy
8,036
+323
+4% +$15.9K 0.02% 169
2021
Q3 		$358K Buy
7,713
+249
+3% +$11.5K 0.02% 165
2021
Q2 		$338K Sell
7,464
-96
-1% -$4.29K 0.03% 164
2021
Q1 		$295K Sell
7,560
-838
-10% -$29.7K 0.07% 163
2020
Q4 		$253K Buy
+8,398
New +$217K 0.06% 174
2020
Q3 		– Sell
-7,909
Closed -$202K – 201
2020
Q2 		$202K Buy
7,909
+290
+4% +$7.93K 0.06% 172
2020
Q1 		$219K Sell
7,619
-915
-11% -$38.9K 0.08% 151
2019
Q4 		$459K Buy
8,534
+100
+1% +$5.24K 0.14% 115
2019
Q3 		$425K Sell
8,434
-9,686
-53% -$456K 0.16% 103
2019
Q2 		$867K Buy
18,120
+8,554
+89% +$400K 0.34% 58
2019
Q1 		$462K Buy
9,566
+1,666
+21% +$81.9K 0.18% 101
2018
Q4 		$364K Buy
7,900
+117
+2% +$5.99K 0.17% 103
2018
Q3 		$409K Buy
7,783
+34
+0.4% +$1.94K 0.16% 111
2018
Q2 		$430K Hold
7,749
– – 0.17% 102
2018
Q1 		$407K Sell
7,749
-456
-6% -$27.1K 0.13% 103
2017
Q4 		$498K Sell
8,205
-270
-3% -$15.2K 0.16% 96
2017
Q3 		$467K Sell
8,475
-10,001
-54% -$532K 0.14% 95
2017
Q2 		$1.02M Buy
18,476
+1
+0% +$54 0.3% 55
2017
Q1 		$1.03M Buy
18,475
+1,077
+6% +$61.1K 0.3% 55
2016
Q4 		$961K Buy
17,398
+453
+3% +$22.8K 0.27% 53
2016
Q3 		$750K Buy
16,945
+1,595
+10% +$76.3K 0.48% 45
2016
Q2 		$727K Buy
15,350
+5,350
+54% +$261K 0.65% 30
2016
Q1 		$484K Sell
10,000
-9,075
-48% -$444K 0.58% 20
2015
Q4 		$1.04M Sell
19,075
-3,030
-14% -$165K 1.24% 20
2015
Q3 		$1.14M Hold
22,105
– – 1.03% 22
2015
Q2 		$1.24M Hold
22,105
– – 1.15% 16
2015
Q1 		$1.2M Hold
22,105
– – 1.2% 16
2014
Q4 		$1.21M Sell
22,105
-4,760
-18% -$252K 1.27% 14
2014
Q3 		$1.39M Buy
26,865
+4,760
+22% +$245K 1.46% 14
2014
Q2 		$1.16M Sell
22,105
-7,164
-24% -$360K 1.04% 17
2014
Q1 		$1.46M Buy
29,269
+4,020
+16% +$187K 0.99% 22
2013
Q4 		$1.15M Buy
+25,249
New +$1.09M 1.01% 20

Other funds holding WFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
DJC
Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Plancorp LLC's WFC Position: Q2 2026 in Review

Plancorp LLC increased its Wells Fargo (WFC) stake by 42% in Q2 2026, buying an estimated $496K and bringing the position to 21,013 shares worth $1.84M. The position accounts for 0.05% of the portfolio, ranked #140.

Plancorp LLC first reported a position in WFC in Q4 2013 and has held it in 50 quarters since. 806 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Plancorp LLC held 21,013 shares of Wells Fargo worth $1.84M as of Q2 2026.
  • Plancorp LLC bought 6,169 Wells Fargo shares in Q2 2026, an estimated $496K.
  • Wells Fargo made up 0.05% of Plancorp LLC's portfolio in Q2 2026, its #140 holding.
  • Plancorp LLC first reported a position in Wells Fargo in Q4 2013 and has held it in 50 quarters since.
  • 806 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.