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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WealthPlan Investment Management's WFC Position: Q1 2026 in Review

WealthPlan Investment Management reduced its Wells Fargo (WFC) stake by 0.25% in Q1 2026, selling an estimated $2.4K and leaving 11,321 shares worth $901K. The position accounts for 0.05% of the portfolio, ranked #230.

WealthPlan Investment Management first reported a position in WFC in Q1 2022 and has held it in 16 quarters since. The position peaked at $4.49M in Q1 2022. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • WealthPlan Investment Management held 11,321 shares of Wells Fargo worth $901K as of Q1 2026.
  • WealthPlan Investment Management sold 28 Wells Fargo shares in Q1 2026, an estimated $2.4K.
  • Wells Fargo made up 0.05% of WealthPlan Investment Management's portfolio in Q1 2026, its #230 holding.
  • WealthPlan Investment Management first reported a position in Wells Fargo in Q1 2022 and has held it in 16 quarters since.
  • WealthPlan Investment Management's Wells Fargo position peaked at $4.49M in Q1 2022.
  • 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on WealthPlan Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.