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

Waller 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 		$221K Hold
2,674
– – 0.05% 77
2026
Q1 		$213K Hold
2,674
– – 0.05% 72
2025
Q4 		$249K Hold
2,674
– – 0.06% 68
2025
Q3 		$224K Sell
2,674
-477
-15% -$38.7K 0.05% 70
2025
Q2 		$252K Hold
3,151
– – 0.06% 67
2025
Q1 		$226K Buy
+3,151
New +$237K 0.06% 69

Other funds holding WFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Waller Financial Planning Group held its Wells Fargo (WFC) position steady in Q2 2026 at 2,674 shares worth $221K. The position accounts for 0.05% of the portfolio, ranked #77.

Waller Financial Planning Group first reported a position in WFC in Q1 2025 and has held it in 6 quarters since. The position peaked at $252K in Q2 2025. 1,827 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Waller Financial Planning Group held 2,674 shares of Wells Fargo worth $221K as of Q2 2026.
  • Waller Financial Planning Group left its Wells Fargo share count unchanged in Q2 2026.
  • Wells Fargo made up 0.05% of Waller Financial Planning Group's portfolio in Q2 2026, its #77 holding.
  • Waller Financial Planning Group first reported a position in Wells Fargo in Q1 2025 and has held it in 6 quarters since.
  • Waller Financial Planning Group's Wells Fargo position peaked at $252K in Q2 2025.
  • 1,827 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Waller Financial Planning Group's 13F filing for Q2 2026, filed 7 Jul 2026.