St. Louis Financial Planners Asset Management’s Wells Fargo WFC Stock Holding History

St. Louis Financial Planners Asset 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 Q2	$3.42M	Buy	39,955 +8,336	+26%	+$670K	1.82%	26
2026 Q1	$2.52M	Buy	31,619 +70	+0.2%	+$6.01K	1.43%	26
2025 Q4	$2.94M	Sell	31,549 -1,722	-5%	-$149K	1.81%	23
2025 Q3	$2.79M	Buy	+33,271	New	+$2.7M	1.8%	24
2025 Q1	–	Sell	-26,413	Closed	-$1.86M	–	39
2024 Q4	$1.86M	Buy	+26,413	New	+$1.8M	1.34%	18
2024 Q3	–	Sell	-32,237	Closed	-$1.95M	–	39
2024 Q2	$1.95M	Sell	32,237 -7,330	-19%	-$433K	1.68%	23
2024 Q1	$2.26M	Sell	39,567 -6,113	-13%	-$320K	2.03%	10
2023 Q4	$2.25M	Buy	+45,680	New	+$1.97M	2.09%	8
2023 Q2	–	Sell	-39,691	Closed	-$1.48M	–	41
2023 Q1	$1.48M	Buy	39,691 +6,648	+20%	+$290K	1.69%	32
2022 Q4	$1.36M	Buy	+33,043	New	+$1.46M	1.33%	16

Other funds holding WFC

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

DJC

Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

St. Louis Financial Planners Asset Management's WFC Position: Q2 2026 in Review

St. Louis Financial Planners Asset Management increased its Wells Fargo (WFC) stake by 26% in Q2 2026, buying an estimated $670K and bringing the position to 39,955 shares worth $3.42M. The position accounts for 1.82% of the portfolio, ranked #26.

St. Louis Financial Planners Asset Management first reported a position in WFC in Q4 2022 and has held it in 10 quarters since. 1,179 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

St. Louis Financial Planners Asset Management held 39,955 shares of Wells Fargo worth $3.42M as of Q2 2026.
St. Louis Financial Planners Asset Management bought 8,336 Wells Fargo shares in Q2 2026, an estimated $670K.
Wells Fargo made up 1.82% of St. Louis Financial Planners Asset Management's portfolio in Q2 2026, its #26 holding.
St. Louis Financial Planners Asset Management first reported a position in Wells Fargo in Q4 2022 and has held it in 10 quarters since.
1,179 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on St. Louis Financial Planners Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.