Retirement Planning Co of New England, Inc.
PensionPosition in WFC — Wells Fargo & Company/Mn
CIK 1817693
Warwick, RI
Position in WFC
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,519,997
+$45,939 QoQ
Shares Held
18,393
-0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#1,125
of 2,858 holders
Holding Since
Dec 2021
19 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, 2026Retirement Planning Co of New England, Inc. holds $7,023,091 across 5 Banks - Diversified names. WFC ranks #2 (21.6% of the industry book) .
All Filings in WFC
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,519,997 | 18,393 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,474,058 | 18,516 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,731,842 | 18,582 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,564,835 | 18,669 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,479,896 | 18,471 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,323,376 | 18,434 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,284,689 | 18,290 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,055,233 | 18,680 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,059,814 | 17,845 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,061,769 | 18,319 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,807,456 | 36,722 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,475,209 | 36,104 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $962,305 | 22,547 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $841,722 | 22,518 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $931,915 | 22,570 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $906,558 | 22,540 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $879,131 | 22,444 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,076,975 | 22,224 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $1,069,234 | 22,285 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||