XPN
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
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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CF
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

XY Planning Network's WFC Position: Q2 2026 in Review

XY Planning Network increased its Wells Fargo (WFC) stake by 12% in Q2 2026, buying an estimated $54.1K and bringing the position to 6,252 shares worth $517K. The position accounts for 0.06% of the portfolio, ranked #205.

XY Planning Network first reported a position in WFC in Q1 2026 and has held it in 2 quarters since. 909 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • XY Planning Network held 6,252 shares of Wells Fargo worth $517K as of Q2 2026.
  • XY Planning Network bought 673 Wells Fargo shares in Q2 2026, an estimated $54.1K.
  • Wells Fargo made up 0.06% of XY Planning Network's portfolio in Q2 2026, its #205 holding.
  • XY Planning Network first reported a position in Wells Fargo in Q1 2026 and has held it in 2 quarters since.
  • 909 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.