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United Financial Planning Group’s Wells Fargo WFC Stock Holding History

United Financial 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 		$9.09K Hold
110
– – ﹤0.01% 259
2026
Q1 		$8.76K Sell
110
-5
-4% -$429 0.01% 233
2025
Q4 		$10.7K Buy
+115
New +$9.98K 0.01% 197

Other funds holding WFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

United Financial Planning Group's WFC Position: Q2 2026 in Review

United Financial Planning Group held its Wells Fargo (WFC) position steady in Q2 2026 at 110 shares worth $9.09K. The position accounts for ﹤0.01% of the portfolio, ranked #259.

United Financial Planning Group first reported a position in WFC in Q4 2025 and has held it in 3 quarters since. The position peaked at $10.7K in Q4 2025. 2,866 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • United Financial Planning Group held 110 shares of Wells Fargo worth $9.09K as of Q2 2026.
  • United Financial Planning Group left its Wells Fargo share count unchanged in Q2 2026.
  • Wells Fargo made up ﹤0.01% of United Financial Planning Group's portfolio in Q2 2026, its #259 holding.
  • United Financial Planning Group first reported a position in Wells Fargo in Q4 2025 and has held it in 3 quarters since.
  • United Financial Planning Group's Wells Fargo position peaked at $10.7K in Q4 2025.
  • 2,866 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.