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Valtinson Bruner Financial Planning’s Wells Fargo WFC Stock Holding History

Valtinson Bruner Financial Planning’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 		$1.47M Sell
17,728
-61
-0.3% -$4.9K 0.37% 47
2026
Q1 		$1.42M Sell
17,789
-120
-0.7% -$10.3K 0.39% 46
2025
Q4 		$1.67M Sell
17,909
-6
-0% -$521 0.48% 42
2025
Q3 		$1.5M Buy
17,915
+55
+0.3% +$4.46K 0.44% 43
2025
Q2 		$1.43M Buy
17,860
+27
+0.2% +$1.95K 0.45% 41
2025
Q1 		$1.28M Sell
17,833
-2,314
-11% -$174K 0.43% 44
2024
Q4 		$1.42M Buy
20,147
+1,608
+9% +$110K 0.49% 49
2024
Q3 		$1.05M Buy
18,539
+7,451
+67% +$421K 0.37% 57
2024
Q2 		$659K Buy
11,088
+33
+0.3% +$1.95K 0.26% 72
2024
Q1 		$641K Buy
11,055
+3
+0% +$157 0.27% 68
2023
Q4 		$544K Sell
11,052
-3
-0% -$129 0.28% 70
2023
Q3 		$452K Buy
11,055
+454
+4% +$19.6K 0.25% 75
2023
Q2 		$452K Hold
10,601
– – 0.24% 77
2023
Q1 		$396K Sell
10,601
-5,295
-33% -$231K 0.23% 82
2022
Q4 		$690K Sell
15,896
-1,619
-9% -$71.7K 0.4% 60
2022
Q3 		$704K Buy
17,515
+14
+0.1% +$601 0.43% 56
2022
Q2 		$686K Buy
17,501
+11
+0.1% +$483 0.42% 55
2022
Q1 		$811K Buy
17,490
+12,304
+237% +$659K 0.46% 53
2021
Q4 		$249K Sell
5,186
-190
-4% -$9.35K 0.14% 82
2021
Q3 		$270K Buy
5,376
+9
+0.2% +$417 0.15% 77
2021
Q2 		$242K Buy
5,367
+4
+0.1% +$179 0.14% 72
2021
Q1 		$227K Buy
+5,363
New +$190K 0.13% 74
2020
Q1 		– Sell
-5,577
Closed -$296K – 84
2019
Q4 		$296K Sell
5,577
-380
-6% -$19.9K 0.21% 57
2019
Q3 		$293K Sell
5,957
-2,629
-31% -$124K 0.24% 52
2019
Q2 		$406K Sell
8,586
-149
-2% -$6.97K 0.34% 28
2019
Q1 		$422K Buy
8,735
+1,275
+17% +$62.7K 0.37% 27
2018
Q4 		$344K Buy
+7,460
New +$382K 0.36% 24

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

Valtinson Bruner Financial Planning's WFC Position: Q2 2026 in Review

Valtinson Bruner Financial Planning reduced its Wells Fargo (WFC) stake by 0.34% in Q2 2026, selling an estimated $4.9K and leaving 17,728 shares worth $1.47M. The position accounts for 0.37% of the portfolio, ranked #47.

Valtinson Bruner Financial Planning first reported a position in WFC in Q4 2018 and has held it in 27 quarters since. The position peaked at $1.67M in Q4 2025. 2,875 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Valtinson Bruner Financial Planning held 17,728 shares of Wells Fargo worth $1.47M as of Q2 2026.
  • Valtinson Bruner Financial Planning sold 61 Wells Fargo shares in Q2 2026, an estimated $4.9K.
  • Wells Fargo made up 0.37% of Valtinson Bruner Financial Planning's portfolio in Q2 2026, its #47 holding.
  • Valtinson Bruner Financial Planning first reported a position in Wells Fargo in Q4 2018 and has held it in 27 quarters since.
  • Valtinson Bruner Financial Planning's Wells Fargo position peaked at $1.67M in Q4 2025.
  • 2,875 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q2 2026, filed 3 Aug 2026.