WIM
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WealthPlan Investment Management’s Wells Fargo WFC Stock Holding History

WealthPlan Investment 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 		$953K Buy
11,531
+210
+2% +$16.9K 0.05% 237
2026
Q1 		$901K Sell
11,321
-28
-0.2% -$2.4K 0.05% 230
2025
Q4 		$1.06M Sell
11,349
-179
-2% -$15.5K 0.07% 195
2025
Q3 		$966K Sell
11,528
-111
-1% -$9K 0.06% 181
2025
Q2 		$933K Buy
11,639
+989
+9% +$71.3K 0.07% 183
2025
Q1 		$765K Buy
10,650
+44
+0.4% +$3.3K 0.08% 147
2024
Q4 		$745K Buy
10,606
+1,572
+17% +$107K 0.07% 141
2024
Q3 		$510K Buy
9,034
+21
+0.2% +$1.19K 0.05% 158
2024
Q2 		$535K Buy
9,013
+18
+0.2% +$1.06K 0.08% 116
2024
Q1 		$521K Sell
8,995
-1,142
-11% -$59.7K 0.08% 121
2023
Q4 		$499K Sell
10,137
-18,898
-65% -$816K 0.08% 124
2023
Q3 		$1.19M Buy
29,035
+17,659
+155% +$762K 0.21% 80
2023
Q2 		$486K Sell
11,376
-1,470
-11% -$59.2K 0.14% 94
2023
Q1 		$480K Sell
12,846
-22,921
-64% -$999K 0.08% 117
2022
Q4 		$1.72M Buy
35,767
+32
+0.1% +$1.42K 0.12% 135
2022
Q3 		$1.52M Buy
+35,735
New +$1.54M 0.11% 134
2022
Q1 		$4.49M Buy
+102,857
New +$5.51M 0.31% 79

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 $3.38T AUM 44.17% 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

WealthPlan Investment Management's WFC Position: Q2 2026 in Review

WealthPlan Investment Management increased its Wells Fargo (WFC) stake by 1.9% in Q2 2026, buying an estimated $16.9K and bringing the position to 11,531 shares worth $953K. The position accounts for 0.05% of the portfolio, ranked #237.

WealthPlan Investment Management first reported a position in WFC in Q1 2022 and has held it in 17 quarters since. The position peaked at $4.49M in Q1 2022. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • WealthPlan Investment Management held 11,531 shares of Wells Fargo worth $953K as of Q2 2026.
  • WealthPlan Investment Management bought 210 Wells Fargo shares in Q2 2026, an estimated $16.9K.
  • Wells Fargo made up 0.05% of WealthPlan Investment Management's portfolio in Q2 2026, its #237 holding.
  • WealthPlan Investment Management first reported a position in Wells Fargo in Q1 2022 and has held it in 17 quarters since.
  • WealthPlan Investment Management's Wells Fargo position peaked at $4.49M in Q1 2022.
  • 2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.