Skip to main content
Equibles

Creative Planning

Position in WFC — Wells Fargo & Company/Mn

CIK 1540235 OVERLAND PARK, KS
Back to WFC Full portfolio

Position in WFC

as of Mar 31, 2026 · filed May 12, 2026
Position Value
$105,172,770
-$12,465,480 QoQ
Shares Held
1,321,100
+4.7% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority Sole 0.347210657785179.ToString("F0")% Shared 0.ToString("F0")% None 99.65278934221482.ToString("F0")%

Common Shares in WFC Over Time

Shares Held

Position Value (USD)

Derivatives in WFC

reported options exposure · as of Dec 31, 2025
CallValue
$11,184,000
CallShares
120,000
PutValue
$0
PutShares
0

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Banks - Diversified

Financial Services · as of Mar 31, 2026

Creative Planning holds $1,049,902,900 across 19 Banks - Diversified names. WFC ranks #3 (10.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 JPM
Jpmorgan Chase & Co
 1,543,468 $454,026,546
2 BAC
Bank Of America Corp /De/
 3,662,719 $178,557,551
3 WFC
Wells Fargo & Company/Mn
This page 		1,321,100 $105,172,770
4 RY
Royal Bank Of Canada
 295,907 $47,871,833
5 C
Citigroup Inc
 369,286 $41,880,724
6 HSBC
Hsbc Holdings PLC
 316,683 $26,123,179
7 SAN
Banco Santander, S.A.
 2,285,033 $25,775,171
8 TD
Toronto Dominion Bank
 264,504 $24,680,867

All Filings in WFC

Export CSV
49 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $105,172,770 1,321,100
2025-12-31 $11,184,000 120,000
2025-12-31 $117,638,250 1,262,213
2025-09-30 $100,408,731 1,197,909
2025-09-30 $10,058,400 120,000
2025-06-30 $75,915,862 947,527
2025-06-30 $9,614,400 120,000
2025-03-31 $8,614,800 120,000
2025-03-31 $67,715,055 943,238
2024-12-31 $61,613,474 877,185
2024-12-31 $8,428,800 120,000
2024-09-30 $53,153,360 940,934
2024-06-30 $48,515,497 816,897
2024-06-30 $7,126,800 120,000
2024-03-31 $6,955,200 120,000
2024-03-31 $45,087,779 777,912
2023-12-31 $36,594,479 743,488
2023-12-31 $5,906,400 120,000
2023-09-30 $32,908,807 805,404
2023-09-30 $4,903,200 120,000
2023-06-30 $28,945,319 678,194
2023-06-30 $640,200 15,000
2023-03-31 $24,448,238 654,046
2023-03-31 $560,700 15,000
2022-12-31 $619,350 15,000
2022-12-31 $25,189,625 610,066
2022-09-30 $603,300 15,000
2022-09-30 $25,439,672 632,513
2022-06-30 $1,273,025 32,500
2022-06-30 $27,559,855 703,596
2022-06-30 $712,894 18,200
2022-03-31 $31,821,065 656,646
2022-03-31 $1,574,950 32,500
2021-12-31 $30,060,525 626,522
2021-09-30 $33,523,288 722,329
2021-09-30 $2,552,550 55,000
2021-06-30 $28,679,076 633,232
2021-06-30 $2,490,950 55,000
2021-03-31 $507,910 13,000
2021-03-31 $1,176,007 30,100
2021-03-31 $19,975,162 511,266
2020-12-31 $105,630 3,500
2020-12-31 $15,116,860 500,890
2020-09-30 $2,656,630 113,000
2020-09-30 $11,623,790 494,419
2020-06-30 $2,941,440 114,900
2020-06-30 $11,418,496 446,035
2020-06-30 $7,680 300
2020-03-31 $13,355,401 465,345

Report a Problem

Category
Description
Email (optional, for follow-up)