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 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 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

PlanVest Financial's WFC Position: Q2 2026 in Review

PlanVest Financial increased its Wells Fargo (WFC) stake by 0.56% in Q2 2026, buying an estimated $80 and bringing the position to 181 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #372.

PlanVest Financial first reported a position in WFC in Q1 2026 and has held it in 2 quarters since. 2,813 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

PlanVest Financial held 181 shares of Wells Fargo worth $15K as of Q2 2026.
PlanVest Financial bought 1 Wells Fargo share in Q2 2026, an estimated $80.
Wells Fargo made up 0.01% of PlanVest Financial's portfolio in Q2 2026, its #372 holding.
PlanVest Financial first reported a position in Wells Fargo in Q1 2026 and has held it in 2 quarters since.
2,813 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.