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 Q3	$327K	Sell	4,079 -579	-12%	-$50.1K	0.03%	66
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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Strategic Planning Group's WFC Position: Q3 2026 in Review

Strategic Planning Group reduced its Wells Fargo (WFC) stake by 12% in Q3 2026, selling an estimated $50.1K and leaving 4,079 shares worth $327K. The position accounts for 0.03% of the portfolio, ranked #66.

Strategic Planning Group first reported a position in WFC in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.23M in Q4 2025. 2,336 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

Strategic Planning Group held 4,079 shares of Wells Fargo worth $327K as of Q3 2026.
Strategic Planning Group sold 579 Wells Fargo shares in Q3 2026, an estimated $50.1K.
Wells Fargo made up 0.03% of Strategic Planning Group's portfolio in Q3 2026, its #66 holding.
Strategic Planning Group first reported a position in Wells Fargo in Q4 2023 and has held it in 10 quarters since.
Strategic Planning Group's Wells Fargo position peaked at $6.23M in Q4 2025.
2,336 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Strategic Planning Group's 13F filing for Q3 2026, filed 22 Oct 2026.