Back to WFC-PA
Creative Planning WFC-PA Position History
Wells Fargo & Company
Quarters held
13
Latest value
$110.7M
Q3 2026
Peak value
$111.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $4.1M |
| Q3 2025 | $4.8M |
| Q3 2025 | $95.6M |
| Q4 2025 | $111.6M |
| Q4 2025 | $475K |
| Q4 2025 | $5.6M |
| Q4 2025 | $5.2M |
| Q1 2026 | $13.7M |
| Q1 2026 | $91.4M |
| Q2 2026 | $14.2M |
| Q2 2026 | $105.2M |
| Q3 2026 | $13.4M |
| Q3 2026 | $110.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $110.7M | 1.38M | — | — |
| Q3 2026 | $13.4M | 167.4K | — | — |
| Q2 2026 | $105.2M | 1.27M | — | — |
| Q2 2026 | $14.2M | 172.1K | — | — |
| Q1 2026 | $91.4M | 1.15M | — | — |
| Q1 2026 | $13.7M | 172.5K | — | — |
| Q4 2025 | $5.2M | 120.0K | — | — |
| Q4 2025 | $5.6M | 59.8K | — | — |
| Q4 2025 | $475K | 5.1K | — | — |
| Q4 2025 | $111.6M | 1.20M | — | — |
| Q3 2025 | $95.6M | 1.14M | — | — |
| Q3 2025 | $4.8M | 57.6K | — | — |
| Q3 2025 | $4.1M | 120.0K | — | — |
Other funds holding WFC-PA
$24.7B
$22.5B
$20.5B
$12.8B
$11.6B
$11.2B
$11.2B