WealthPLAN Partners’s Wells Fargo WFC Stock Holding History

WealthPLAN Partners’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
2020 Q1	–	Sell	-37,100	Closed	-$5K	–	288
2019 Q4	$5K	Sell	37,100 -500	-1%	-$26.2K	﹤0.01%	249
2019 Q3	$10K	Sell	37,600 -300	-0.8%	-$14.1K	﹤0.01%	235
2019 Q2	$36K	Buy	37,900 +1,300	+4%	+$60.8K	0.01%	234
2019 Q1	$5K	Sell	36,600 -1,000	-3%	-$49.2K	﹤0.01%	258
2018 Q4	$12K	Hold	37,600	–	–	﹤0.01%	254
2018 Q3	$26K	Sell	37,600 -700	-2%	-$40K	﹤0.01%	250
2018 Q2	$26K	Hold	38,300	–	–	0.01%	259
2018 Q1	$51K	Buy	+38,300	New	+$2.28M	0.01%	262

Other funds holding WFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

WealthPLAN Partners's WFC Position: Q3 2025 in Review

WealthPLAN Partners sold out of Wells Fargo (WFC) in Q3 2025, closing a stake of 2,509 shares — an estimated $201K sold.

WealthPLAN Partners first reported a position in WFC in Q1 2015 and held it in 36 quarters. The position peaked at $15.3M in Q4 2021. 2,660 funds tracked by Wall St. Rank hold WFC as of Q3 2025.

WealthPLAN Partners reported no remaining Wells Fargo position as of Q3 2025 after selling out during the quarter.
WealthPLAN Partners sold 2,509 Wells Fargo shares in Q3 2025, an estimated $201K.
WealthPLAN Partners first reported a position in Wells Fargo in Q1 2015 and held it in 36 quarters.
WealthPLAN Partners's Wells Fargo position peaked at $15.3M in Q4 2021.
2,660 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2025.

Based on WealthPLAN Partners's 13F filing for Q3 2025, filed 27 Oct 2025.