Retirement Planning Group, LLC
PensionPosition in WFC — Wells Fargo & Company/Mn
CIK 1508195
LEAWOOD, KS
Position in WFC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$319,982
+$39,198 QoQ
Shares Held
3,872
+9.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,146
of 2,858 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Retirement Planning Group, LLC holds $6,405,192 across 6 Banks - Diversified names. WFC ranks #5 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
10,597 | $3,468,716 | |
| 2 | BNS |
Bank Of Nova Scotia
|
11,050 | $959,582 | |
| 3 | BAC |
Bank Of America Corp /De/
|
16,593 | $945,469 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
2,775 | $401,292 | |
| 5 | WFC |
Wells Fargo & Company/Mn
This page
|
3,872 | $319,982 | |
| 6 | C |
Citigroup Inc
|
2,216 | $310,151 |
All Filings in WFC
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $319,982 | 3,872 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $280,784 | 3,527 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $306,162 | 3,285 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $224,386 | 2,677 | Shares | Sole | 2025-10-27 | |
| No filing history on record for this holder in this stock. | ||||||