PlanVest Financial
WFC icon

PlanVest Financial’s Wells Fargo WFC Stock Holding History

PlanVest Financial’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 		$14.5K Buy
182
+1
+0.6% +$87 0.01% 376
2026
Q2 		$15K Buy
181
+1
+0.6% +$80 0.01% 372
2026
Q1 		$14.4K Buy
+180
New +$15.5K 0.01% 350

Other funds holding WFC

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

PlanVest Financial's WFC Position: Q3 2026 in Review

PlanVest Financial increased its Wells Fargo (WFC) stake by 0.55% in Q3 2026, buying an estimated $87 and bringing the position to 182 shares worth $14.5K. The position accounts for 0.01% of the portfolio, ranked #376.

PlanVest Financial first reported a position in WFC in Q1 2026 and has held it in 3 quarters since. The position peaked at $15K in Q2 2026. 2,516 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • PlanVest Financial held 182 shares of Wells Fargo worth $14.5K as of Q3 2026.
  • PlanVest Financial bought 1 Wells Fargo share in Q3 2026, an estimated $87.
  • Wells Fargo made up 0.01% of PlanVest Financial's portfolio in Q3 2026, its #376 holding.
  • PlanVest Financial first reported a position in Wells Fargo in Q1 2026 and has held it in 3 quarters since.
  • PlanVest Financial's Wells Fargo position peaked at $15K in Q2 2026.
  • 2,516 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on PlanVest Financial's 13F filing for Q3 2026, filed 9 Nov 2026.