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Retirement Planning Company of New England’s Wells Fargo WFC Stock Holding History

Retirement Planning Company of New England’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 		$1.52M Sell
18,393
-123
-0.7% -$9.88K 0.55% 44
2026
Q1 		$1.47M Sell
18,516
-66
-0.4% -$5.67K 0.6% 41
2025
Q4 		$1.73M Sell
18,582
-87
-0.5% -$7.55K 0.69% 35
2025
Q3 		$1.56M Buy
18,669
+198
+1% +$16.1K 0.63% 38
2025
Q2 		$1.48M Buy
18,471
+37
+0.2% +$2.67K 0.66% 37
2025
Q1 		$1.32M Buy
18,434
+144
+0.8% +$10.8K 0.66% 36
2024
Q4 		$1.28M Sell
18,290
-390
-2% -$26.6K 0.62% 38
2024
Q3 		$1.06M Buy
18,680
+835
+5% +$47.2K 0.53% 52
2024
Q2 		$1.06M Sell
17,845
-474
-3% -$28K 0.58% 47
2024
Q1 		$1.06M Sell
18,319
-18,403
-50% -$963K 0.58% 47
2023
Q4 		$1.81M Buy
36,722
+618
+2% +$26.7K 0.81% 30
2023
Q3 		$1.48M Buy
36,104
+13,557
+60% +$585K 0.82% 30
2023
Q2 		$962K Buy
22,547
+29
+0.1% +$1.17K 0.55% 56
2023
Q1 		$842K Sell
22,518
-52
-0.2% -$2.27K 0.51% 62
2022
Q4 		$932K Buy
22,570
+30
+0.1% +$1.33K 0.61% 53
2022
Q3 		$906K Buy
22,540
+96
+0.4% +$4.12K 0.65% 46
2022
Q2 		$879K Buy
22,444
+220
+1% +$9.65K 0.6% 51
2022
Q1 		$1.08M Sell
22,224
-61
-0.3% -$3.27K 0.61% 48
2021
Q4 		$1.07M Buy
+22,285
New +$1.1M 0.52% 45

Other funds holding WFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Retirement Planning Company of New England's WFC Position: Q2 2026 in Review

Retirement Planning Company of New England reduced its Wells Fargo (WFC) stake by 0.66% in Q2 2026, selling an estimated $9.88K and leaving 18,393 shares worth $1.52M. The position accounts for 0.55% of the portfolio, ranked #44.

Retirement Planning Company of New England first reported a position in WFC in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.81M in Q4 2023. 1,940 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Retirement Planning Company of New England held 18,393 shares of Wells Fargo worth $1.52M as of Q2 2026.
  • Retirement Planning Company of New England sold 123 Wells Fargo shares in Q2 2026, an estimated $9.88K.
  • Wells Fargo made up 0.55% of Retirement Planning Company of New England's portfolio in Q2 2026, its #44 holding.
  • Retirement Planning Company of New England first reported a position in Wells Fargo in Q4 2021 and has held it in 19 quarters since.
  • Retirement Planning Company of New England's Wells Fargo position peaked at $1.81M in Q4 2023.
  • 1,940 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Retirement Planning Company of New England's 13F filing for Q2 2026, filed 30 Jul 2026.