XY Planning Network
WFC icon

XY Planning Network’s Wells Fargo WFC Stock Holding History

XY Planning Network’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
Q3 		$530K Buy
6,622
+370
+6% +$32K 0.06% 228
2026
Q2 		$517K Buy
6,252
+673
+12% +$54.1K 0.06% 205
2026
Q1 		$450K Buy
+5,579
New +$479K 0.07% 191

Other funds holding WFC

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

XY Planning Network's WFC Position: Q3 2026 in Review

XY Planning Network increased its Wells Fargo (WFC) stake by 5.9% in Q3 2026, buying an estimated $32K and bringing the position to 6,622 shares worth $530K. The position accounts for 0.06% of the portfolio, ranked #228.

XY Planning Network first reported a position in WFC in Q1 2026 and has held it in 3 quarters since. 863 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • XY Planning Network held 6,622 shares of Wells Fargo worth $530K as of Q3 2026.
  • XY Planning Network bought 370 Wells Fargo shares in Q3 2026, an estimated $32K.
  • Wells Fargo made up 0.06% of XY Planning Network's portfolio in Q3 2026, its #228 holding.
  • XY Planning Network first reported a position in Wells Fargo in Q1 2026 and has held it in 3 quarters since.
  • 863 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.