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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Retirement Planning Group (Kansas)'s WFC Position: Q1 2026 in Review

Retirement Planning Group (Kansas) increased its Wells Fargo (WFC) stake by 7.4% in Q1 2026, buying an estimated $20.8K and bringing the position to 3,527 shares worth $281K. The position accounts for 0.01% of the portfolio, ranked #407.

Retirement Planning Group (Kansas) first reported a position in WFC in Q2 2013 and has held it in 5 quarters since. The position peaked at $306K in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Retirement Planning Group (Kansas) held 3,527 shares of Wells Fargo worth $281K as of Q1 2026.
Retirement Planning Group (Kansas) bought 242 Wells Fargo shares in Q1 2026, an estimated $20.8K.
Wells Fargo made up 0.01% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #407 holding.
Retirement Planning Group (Kansas) first reported a position in Wells Fargo in Q2 2013 and has held it in 5 quarters since.
Retirement Planning Group (Kansas)'s Wells Fargo position peaked at $306K in Q4 2025.
2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.