Strategic Planning Group’s Wells Fargo WFC Stock Holding History

Strategic Planning Group’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	$385K	Sell	4,658 -207	-4%	-$16.6K	0.04%	65
2026 Q1	$387K	Sell	4,865 -62,010	-93%	-$5.33M	0.05%	59
2025 Q4	$6.23M	Buy	66,875 +4,884	+8%	+$424K	0.8%	52
2025 Q3	$5.2M	Buy	61,991 +36,974	+148%	+$3M	0.7%	55
2025 Q2	$2M	Buy	25,017 +21,981	+724%	+$1.58M	0.33%	64
2025 Q1	$218K	Buy	3,036 +145	+5%	+$10.9K	0.04%	79
2024 Q4	$203K	Buy	+2,891	New	+$197K	0.04%	80
2024 Q2	–	Sell	-28,025	Closed	-$1.62M	–	118
2024 Q1	$1.62M	Buy	28,025 +2,481	+10%	+$130K	0.41%	66
2023 Q4	$1.26M	Buy	+25,544	New	+$1.1M	0.42%	67

Other funds holding WFC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Strategic Planning Group's WFC Position: Q2 2026 in Review

Strategic Planning Group reduced its Wells Fargo (WFC) stake by 4.3% in Q2 2026, selling an estimated $16.6K and leaving 4,658 shares worth $385K. The position accounts for 0.04% of the portfolio, ranked #65.

Strategic Planning Group first reported a position in WFC in Q4 2023 and has held it in 9 quarters since. The position peaked at $6.23M in Q4 2025. 609 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Strategic Planning Group held 4,658 shares of Wells Fargo worth $385K as of Q2 2026.
Strategic Planning Group sold 207 Wells Fargo shares in Q2 2026, an estimated $16.6K.
Wells Fargo made up 0.04% of Strategic Planning Group's portfolio in Q2 2026, its #65 holding.
Strategic Planning Group first reported a position in Wells Fargo in Q4 2023 and has held it in 9 quarters since.
Strategic Planning Group's Wells Fargo position peaked at $6.23M in Q4 2025.
609 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Strategic Planning Group's 13F filing for Q2 2026, filed 16 Jul 2026.