Spartan Planning & Wealth Management’s Wells Fargo WFC Stock Holding History

Spartan Planning & Wealth Management’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	$351K	Buy	+4,380	New	+$379K	0.23%	55
2026 Q1	–	Sell	-6,434	Closed	-$600K	–	94
2025 Q4	$600K	Buy	6,434 +403	+7%	+$35K	0.44%	36
2025 Q3	$506K	Sell	6,031 -929	-13%	-$75.3K	0.39%	44
2025 Q2	$558K	Buy	6,960 +330	+5%	+$23.8K	0.48%	36
2025 Q1	$476K	Buy	6,630 +578	+10%	+$43.4K	0.46%	39
2024 Q4	$425K	Buy	+6,052	New	+$413K	0.39%	43
2023 Q4	$219K	Buy	+4,457	New	+$192K	0.23%	52
2022 Q4	–	Sell	-6	Closed	–	–	174
2022 Q3	$0	Buy	+6	New	+$258	﹤0.01%	123
2022 Q2	–	Sell	-1,080	Closed	-$52K	–	159
2022 Q1	$52K	Buy	+1,080	New	+$57.8K	0.07%	86

Other funds holding WFC

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

SBWIC

Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return

MAA

Matrix Asset Advisors White Plains, New York $1.21B AUM 19.26% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

CTA

Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return

Spartan Planning & Wealth Management's WFC Position: Q3 2026 in Review

Spartan Planning & Wealth Management opened a new position in Wells Fargo (WFC) in Q3 2026: 4,380 shares worth $351K. The stake represents 0.23% of the portfolio and ranks #55 among its holdings. This is a return to the name: Spartan Planning & Wealth Management previously reported a position in WFC as recently as Q4 2025.

Spartan Planning & Wealth Management first reported a position in WFC in Q1 2022 and has held it in 9 quarters since. The position peaked at $600K in Q4 2025. 252 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

Spartan Planning & Wealth Management held 4,380 shares of Wells Fargo worth $351K as of Q3 2026.
Wells Fargo was a new Spartan Planning & Wealth Management position in Q3 2026.
Wells Fargo made up 0.23% of Spartan Planning & Wealth Management's portfolio in Q3 2026, its #55 holding.
Spartan Planning & Wealth Management first reported a position in Wells Fargo in Q1 2022 and has held it in 9 quarters since.
Spartan Planning & Wealth Management's Wells Fargo position peaked at $600K in Q4 2025.
252 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Spartan Planning & Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.