Cornerstone Planning Group LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1822587 FAIRFIELD, NJ

Position in WFC

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$140,157

-$911 QoQ

Shares Held

1,696

-4.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#2,573

of 2,869 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Cornerstone Planning Group LLC holds $3,422,911 across 18 Banks - Diversified names. WFC ranks #3 (4.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	7,337	$2,401,620
2	BAC	Bank Of America Corp /De/	3,143	$179,088
3	WFC	Wells Fargo & Company/Mn This page	1,696	$140,157
4	C	Citigroup Inc	988	$138,280
5	BNY	Bank of New York Mellon Corp	568	$82,138
6	HSBC	Hsbc Holdings PLC	610	$58,004
7	RY	Royal Bank Of Canada	274	$56,709
8	UBS	UBS Group AG	1,137	$56,349

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$140,157	1,696	-4.3%	Shares	Sole	2026-07-29
2026-03-31	$141,068	1,772	+6.0%	Shares	Sole	2026-05-06
2025-12-31	$155,830	1,672	+620.7%	Shares	Sole	2026-02-02
2025-09-30	$19,446	232	-78.7%	Shares	Sole	2025-11-04
2025-06-30	$87,090	1,087	-13.2%	Shares	Sole	2025-08-11
2025-03-31	$89,881	1,252	+61.1%	Shares	Sole	2025-04-30
2024-12-31	$54,576	777	+16.7%	Shares	Sole	2025-01-29
2024-09-30	$37,622	666	-2.9%	Shares	Sole	2024-11-05
2024-06-30	$40,741	686	+8.5%	Shares	Sole	2024-08-13
2024-03-31	$36,630	632	+0.5%	Shares	Sole	2024-05-07
2023-12-31	$30,959	629	-0.6%	Shares	Sole	2024-02-12
2023-09-30	$25,864	633	+13.2%	Shares	Sole	2023-11-08
2023-06-30	$23,858	559	-12.1%	Shares	Sole	2023-08-15
2022-12-31	$26,260	636	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.