Center for Financial Planning, Inc.
Position in WFC — Wells Fargo & Company/Mn
CIK 1803557
SOUTHFIED, MI
Position in WFC
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$210,897
+$6,459 QoQ
Shares Held
2,552
-0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#2,478
of 2,858 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Center for Financial Planning, Inc. holds $6,139,685 across 5 Banks - Diversified names. WFC ranks #3 (3.4% of the industry book) .
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $210,897 | 2,552 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $204,438 | 2,568 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $239,337 | 2,568 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $6,202 | 74 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $5,928 | 74 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $5,312 | 74 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $5,197 | 74 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $4,180 | 74 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $13,659 | 230 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $13,330 | 230 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $11,320 | 230 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $6,374 | 156 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $6,658 | 156 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $13,307 | 356 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $14,699 | 356 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $22,523 | 560 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $15,237 | 389 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $19,190 | 396 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $19,000 | 396 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $16,521 | 356 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $16,123 | 356 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $13,908 | 356 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $24,536 | 813 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $19,489 | 829 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $21,222 | 829 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $236,545 | 8,242 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||