WealthPlan Investment Management, LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1929986 OMAHA, NE

Position in WFC

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$952,921

+$51,657 QoQ

Shares Held

11,531

+1.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,381

of 2,858 holders

Holding Since

Mar 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

WealthPlan Investment Management, LLC holds $13,589,841 across 5 Banks - Diversified names. WFC ranks #3 (7.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	29,282	$9,584,876
2	BAC	Bank Of America Corp /De/	40,909	$2,330,994
3	WFC	Wells Fargo & Company/Mn This page	11,531	$952,921
4	C	Citigroup Inc	3,015	$421,979
5	RY	Royal Bank Of Canada	1,445	$299,071

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$952,921	11,531	+1.9%	Shares	Sole	2026-07-28
2026-03-31	$901,264	11,321	-0.2%	Shares	Sole	2026-04-29
2025-12-31	$1,057,726	11,349	-1.6%	Shares	Sole	2026-02-05
2025-09-30	$966,276	11,528	-1.0%	Shares	Sole	2025-10-27
2025-06-30	$932,516	11,639	+9.3%	Shares	Sole	2025-07-28
2025-03-31	$764,563	10,650	+0.4%	Shares	Sole	2025-05-12
2024-12-31	$744,965	10,606	+17.4%	Shares	Sole	2025-01-30
2024-09-30	$510,330	9,034	+0.2%	Shares	Sole	2024-11-05
2024-06-30	$535,282	9,013	+0.2%	Shares	Sole	2024-08-09
2024-03-31	$521,350	8,995	-11.3%	Shares	Sole	2024-05-16
2023-12-31	$498,943	10,137	-65.1%	Shares	Sole	2024-01-05
2023-09-30	$1,186,370	29,035	+155.2%	Shares	Sole	2023-11-15
2023-06-30	$485,527	11,376	-11.4%	Shares	Other	2023-08-14
2023-03-31	$480,183	12,846	-64.1%	Shares	Sole	2023-05-08
2022-12-31	$1,476,818	35,767	+0.1%	Shares	Other	2023-02-15
2022-09-30	$1,437,261	35,735	-65.3%	Shares	Other	2022-12-12
2022-03-31	$4,984,450	102,857	—	Shares	Other	2022-09-07
No filing history on record for this holder in this stock.