Planned Solutions’s Wells Fargo WFC Stock Holding History

Planned Solutions’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	$447K	Buy	5,408 +1,733	+47%	+$139K	0.13%	82
2026 Q1	$293K	Sell	3,675 -1,383	-27%	-$119K	0.1%	102
2025 Q4	$471K	Buy	5,058 +600	+13%	+$52.1K	0.15%	74
2025 Q3	$374K	Buy	4,458 +1,168	+36%	+$94.7K	0.13%	84
2025 Q2	$264K	Sell	3,290 -150	-4%	-$10.8K	0.1%	97
2025 Q1	$247K	Buy	3,440 +300	+10%	+$22.5K	0.1%	98
2024 Q4	$221K	Sell	3,140 -4	-0.1%	-$273	0.09%	104
2024 Q3	$178K	Buy	+3,144	New	+$178K	0.07%	127
2024 Q1	–	Sell	-2,895	Closed	-$142K	–	557
2023 Q4	$142K	Buy	+2,895	New	+$125K	0.07%	127
2021 Q1	–	Sell	-900	Closed	-$27K	–	413
2020 Q4	$27K	Hold	900	–	–	0.02%	260
2020 Q3	$21K	Buy	+900	New	+$22.2K	0.02%	216

Other funds holding WFC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Planned Solutions's WFC Position: Q2 2026 in Review

Planned Solutions increased its Wells Fargo (WFC) stake by 47% in Q2 2026, buying an estimated $139K and bringing the position to 5,408 shares worth $447K. The position accounts for 0.13% of the portfolio, ranked #82.

Planned Solutions first reported a position in WFC in Q3 2020 and has held it in 11 quarters since. The position peaked at $471K in Q4 2025. 495 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Planned Solutions held 5,408 shares of Wells Fargo worth $447K as of Q2 2026.
Planned Solutions bought 1,733 Wells Fargo shares in Q2 2026, an estimated $139K.
Wells Fargo made up 0.13% of Planned Solutions's portfolio in Q2 2026, its #82 holding.
Planned Solutions first reported a position in Wells Fargo in Q3 2020 and has held it in 11 quarters since.
Planned Solutions's Wells Fargo position peaked at $471K in Q4 2025.
495 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Planned Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.