Skip to main content
Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

WFC holding history

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

WFC overviewAll 13F holders of WFCFull Q2 2026 holdings

Shares (Q2 2026)
1,444,769
Value
$119.4M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of WFC by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,444,769$119.4M0.1%+123,669+9.4%AddedHolders
Q1 20261,321,100$105.2M0.1%+58,887+4.7%AddedHolders
Q4 20251,262,213$117.6M0.1%+64,304+5.4%AddedHolders
Q3 20251,197,909$100.4M0.1%+250,382+26.4%AddedHolders
Q2 2025947,527$75.9M0.1%+4,289+0.5%AddedHolders
Q1 2025943,238$67.7M0.1%+66,053+7.5%AddedHolders
Q4 2024877,185$61.6M0.1%−63,749−6.8%ReducedHolders
Q3 2024940,934$47.7M<0.1%+124,037+15.2%AddedHolders
Q2 2024816,897$48.5M0.1%+38,985+5.0%AddedHolders
Q1 2024777,912$45.1M<0.1%+34,424+4.6%AddedHolders
Q4 2023743,488$36.6M0.1%−61,916−7.7%ReducedHolders
Q3 2023805,404$32.9M<0.1%+127,210+18.8%AddedHolders
Q2 2023678,194$28.9M<0.1%+24,148+3.7%AddedHolders
Q1 2023654,046$24.4M<0.1%+43,980+7.2%AddedHolders
Q4 2022610,066$25.2M<0.1%−22,447−3.5%ReducedHolders
Q3 2022632,513$25.4M<0.1%−71,083−10.1%ReducedHolders
Q2 2022703,596$27.6M<0.1%+46,950+7.1%AddedHolders
Q1 2022656,646$31.8M<0.1%+30,124+4.8%AddedHolders
Q4 2021626,522$30.1M<0.1%−95,807−13.3%ReducedHolders
Q3 2021722,329$33.5M0.1%+89,097+14.1%AddedHolders
Q2 2021633,232$28.7M0.1%+121,966+23.9%AddedHolders
Q1 2021511,266$20.0M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.