Deseret Mutual Benefit Administrators’s Wells Fargo WFC Stock Holding History

Deseret Mutual Benefit Administrators’s Portfolio WFC Stock Details WFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.04M	Buy	13,004 +5,771	+80%	+$496K	0.35%	60
2025 Q4	$674K	Sell	7,233 -460	-6%	-$39.9K	0.29%	56
2025 Q3	$645K	Sell	7,693 -1,328	-15%	-$108K	0.27%	59
2025 Q2	$723K	Hold	9,021	–	–	0.34%	50
2025 Q1	$648K	Sell	9,021 -961	-10%	-$72.2K	0.32%	52
2024 Q4	$701K	Sell	9,982 -441	-4%	-$30.1K	0.34%	48
2024 Q3	$589K	Sell	10,423 -610	-6%	-$34.5K	0.3%	53
2024 Q2	$655K	Sell	11,033 -1,238	-10%	-$73.1K	0.3%	50
2024 Q1	$711K	Sell	12,271 -20	-0.2%	-$1.05K	0.36%	51
2023 Q4	$605K	Sell	12,291 -3,987	-24%	-$172K	0.35%	50
2023 Q3	$665K	Sell	16,278 -2,063	-11%	-$89.1K	0.33%	52
2023 Q2	$783K	Buy	18,341 +82	+0.4%	+$3.3K	0.3%	51
2023 Q1	$683K	Buy	18,259 +346	+2%	+$15.1K	0.27%	53
2022 Q4	$740K	Sell	17,913 -15,384	-46%	-$681K	0.3%	46
2022 Q3	$1.34M	Sell	33,297 -7,389	-18%	-$317K	0.38%	42
2022 Q2	$1.59M	Buy	40,686 +505	+1%	+$22.2K	0.36%	43
2022 Q1	$1.95M	Sell	40,181 -12,025	-23%	-$644K	0.39%	42
2021 Q4	$2.5M	Sell	52,206 -5,956	-10%	-$293K	0.42%	39
2021 Q3	$2.7M	Sell	58,162 -25,469	-30%	-$1.18M	0.5%	32
2021 Q2	$3.79M	Buy	+83,631	New	+$3.73M	0.92%	8

Other funds holding WFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Deseret Mutual Benefit Administrators's WFC Position: Q1 2026 in Review

Deseret Mutual Benefit Administrators increased its Wells Fargo (WFC) stake by 80% in Q1 2026, buying an estimated $496K and bringing the position to 13,004 shares worth $1.04M. The position accounts for 0.35% of the portfolio, ranked #60.

Deseret Mutual Benefit Administrators first reported a position in WFC in Q2 2021 and has held it in 20 quarters since. The position peaked at $3.79M in Q2 2021. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Deseret Mutual Benefit Administrators held 13,004 shares of Wells Fargo worth $1.04M as of Q1 2026.
Deseret Mutual Benefit Administrators bought 5,771 Wells Fargo shares in Q1 2026, an estimated $496K.
Wells Fargo made up 0.35% of Deseret Mutual Benefit Administrators's portfolio in Q1 2026, its #60 holding.
Deseret Mutual Benefit Administrators first reported a position in Wells Fargo in Q2 2021 and has held it in 20 quarters since.
Deseret Mutual Benefit Administrators's Wells Fargo position peaked at $3.79M in Q2 2021.
2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Deseret Mutual Benefit Administrators's 13F filing for Q1 2026, filed 8 May 2026.