Planning Strategies Inc.’s Wells Fargo WFC Stock Holding History

Planning Strategies Inc.’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	$158K	Buy	+1,912	New	+$154K	0.1%	76

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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 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

Planning Strategies Inc.'s WFC Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Wells Fargo (WFC) in Q2 2026: 1,912 shares worth $158K. The stake represents 0.1% of the portfolio and ranks #76 among its holdings.

1,075 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Planning Strategies Inc. held 1,912 shares of Wells Fargo worth $158K as of Q2 2026.
Wells Fargo was a new Planning Strategies Inc. position in Q2 2026.
Wells Fargo made up 0.1% of Planning Strategies Inc.'s portfolio in Q2 2026, its #76 holding.
1,075 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.