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Wells Fargo & Company shares owned by Peak Planning Group

Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Peak Planning Group from 13F filings

Historical chart of Peak Planning Group investment in Wells Fargo & Company

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All positions including Wells Fargo & Company held by Peak Planning Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wells Fargo & Company by Peak Planning Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $464k 5.8k 79.61

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View all positions for Peak Planning Group

Top funds holding Wells Fargo & Company

Vanguard Group
BlackRock
FMR
State Street Corporation
Wellington Management Company
Geode Capital Management
Norges Bank Investment Management
State Farm Mutual Automobile Insurance Company
Capital Research Global Investors
Invesco
Dodge & Cox
Northern Trust
Ameriprise Financial
Capital Research and Management Company - Division 3
Nuveen

View all funds holding Wells Fargo & Company