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Retirement Planning Group (Kansas)’s Wells Fargo WFC Stock Holding History

Retirement Planning Group (Kansas)’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 		$320K Buy
3,872
+345
+10% +$27.7K 0.01% 414
2026
Q1 		$281K Buy
3,527
+242
+7% +$20.8K 0.01% 407
2025
Q4 		$306K Buy
3,285
+608
+23% +$52.8K 0.01% 338
2025
Q3 		$224K Buy
+2,677
New +$217K 0.01% 380
2013
Q4 		– Sell
-5,403
Closed -$223K – 80
2013
Q3 		$223K Hold
5,403
– – 0.08% 74
2013
Q2 		$223K Buy
+5,403
New +$211K 0.09% 77

Other funds holding WFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Retirement Planning Group (Kansas)'s WFC Position: Q2 2026 in Review

Retirement Planning Group (Kansas) increased its Wells Fargo (WFC) stake by 9.8% in Q2 2026, buying an estimated $27.7K and bringing the position to 3,872 shares worth $320K. The position accounts for 0.01% of the portfolio, ranked #414.

Retirement Planning Group (Kansas) first reported a position in WFC in Q2 2013 and has held it in 6 quarters since. 2,875 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Retirement Planning Group (Kansas) held 3,872 shares of Wells Fargo worth $320K as of Q2 2026.
  • Retirement Planning Group (Kansas) bought 345 Wells Fargo shares in Q2 2026, an estimated $27.7K.
  • Wells Fargo made up 0.01% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #414 holding.
  • Retirement Planning Group (Kansas) first reported a position in Wells Fargo in Q2 2013 and has held it in 6 quarters since.
  • 2,875 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.