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 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

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

Spartan Planning & Wealth Management's WFC Position: Q1 2026 in Review

Spartan Planning & Wealth Management sold out of Wells Fargo (WFC) in Q1 2026, closing a stake of 6,434 shares — an estimated $600K sold.

Spartan Planning & Wealth Management first reported a position in WFC in Q1 2022 and held it in 8 quarters. The position peaked at $600K in Q4 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Spartan Planning & Wealth Management reported no remaining Wells Fargo position as of Q1 2026 after selling out during the quarter.
Spartan Planning & Wealth Management sold 6,434 Wells Fargo shares in Q1 2026, an estimated $600K.
Spartan Planning & Wealth Management first reported a position in Wells Fargo in Q1 2022 and held it in 8 quarters.
Spartan Planning & Wealth Management's Wells Fargo position peaked at $600K in Q4 2025.
2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Spartan Planning & Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.