Retirement Planning Group

SEC CIK: 0001508195
Latest filing: Aug 5, 2026

SEC filings (opens in a new tab)

WFC holding history

Wells Fargo & Company in every 13F filed by Retirement Planning Group, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WFC overview All 13F holders of WFC Full Q2 2026 holdings

Shares (Q2 2026): 3,872
Value: $320.0K
% of portfolio: <0.1%
Quarters held: 4; Since Q3 2025

Holdings of WFC by Retirement Planning Group, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	3,872	$320.0K	<0.1%	+345+9.8%	Added	Holders
Q1 2026	3,527	$280.8K	<0.1%	+242+7.4%	Added	Holders
Q4 2025	3,285	$306.1K	<0.1%	+608+22.7%	Added	Holders
Q3 2025	2,677	$224.4K	<0.1%	+2,677	New	Holders