Walled Lake Planning & Wealth Management’s Wells Fargo WFC Stock Holding History

Walled Lake Planning & Wealth 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	$734K	Buy	8,882 +8	+0.1%	+$643	0.19%	62
2026 Q1	$706K	Sell	8,874 -1,160	-12%	-$99.6K	0.21%	57
2025 Q4	$935K	Buy	10,034 +1,160	+13%	+$101K	0.3%	47
2025 Q3	$744K	Hold	8,874	–	–	0.24%	54
2025 Q2	$711K	Hold	8,874	–	–	0.23%	55
2025 Q1	$637K	Sell	8,874 -78	-0.9%	-$5.86K	0.23%	59
2024 Q4	$629K	Hold	8,952	–	–	0.23%	60
2024 Q3	$506K	Buy	8,952 +1	+0%	+$57	0.19%	65
2024 Q2	$532K	Buy	8,951 +77	+0.9%	+$4.55K	0.22%	58
2024 Q1	$514K	Hold	8,874	–	–	0.21%	54
2023 Q4	$437K	Hold	8,874	–	–	0.2%	51
2023 Q3	$363K	Hold	8,874	–	–	0.18%	56
2023 Q2	$379K	Sell	8,874 -4,790	-35%	-$193K	0.18%	51
2023 Q1	$511K	Buy	+13,664	New	+$596K	0.27%	44
2022 Q4	–	Sell	-13,907	Closed	-$559K	–	84
2022 Q3	$559K	Hold	13,907	–	–	0.39%	40
2022 Q2	$545K	Hold	13,907	–	–	0.38%	38
2022 Q1	$674K	Buy	13,907 +243	+2%	+$13K	0.4%	38
2021 Q4	$656K	Hold	13,664	–	–	0.38%	39
2021 Q3	$634K	Hold	13,664	–	–	0.39%	41
2021 Q2	$619K	Hold	13,664	–	–	0.4%	38
2021 Q1	$534K	Hold	13,664	–	–	0.37%	39
2020 Q4	$412K	Hold	13,664	–	–	0.31%	45
2020 Q3	$321K	Hold	13,664	–	–	0.26%	46
2020 Q2	$350K	Hold	13,664	–	–	0.29%	41
2020 Q1	$392K	Hold	13,664	–	–	0.36%	37
2019 Q4	$735K	Buy	+13,664	New	+$716K	0.53%	31

Other funds holding WFC

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

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

Walled Lake Planning & Wealth Management's WFC Position: Q2 2026 in Review

Walled Lake Planning & Wealth Management increased its Wells Fargo (WFC) stake by 0.09% in Q2 2026, buying an estimated $643 and bringing the position to 8,882 shares worth $734K. The position accounts for 0.19% of the portfolio, ranked #62.

Walled Lake Planning & Wealth Management first reported a position in WFC in Q4 2019 and has held it in 26 quarters since. The position peaked at $935K in Q4 2025. 1,036 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Walled Lake Planning & Wealth Management held 8,882 shares of Wells Fargo worth $734K as of Q2 2026.
Walled Lake Planning & Wealth Management bought 8 Wells Fargo shares in Q2 2026, an estimated $643.
Wells Fargo made up 0.19% of Walled Lake Planning & Wealth Management's portfolio in Q2 2026, its #62 holding.
Walled Lake Planning & Wealth Management first reported a position in Wells Fargo in Q4 2019 and has held it in 26 quarters since.
Walled Lake Planning & Wealth Management's Wells Fargo position peaked at $935K in Q4 2025.
1,036 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.