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Global Retirement Partners’s Wells Fargo WFC Stock Holding History

Global Retirement Partners’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
2017
Q2 		– Sell
-900
Closed -$4K – 1181
2017
Q1 		$4K Hold
900
– – ﹤0.01% 956
2016
Q4 		$4K Buy
+900
New +$45.3K ﹤0.01% 888

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Global Retirement Partners's WFC Position: Q4 2025 in Review

Global Retirement Partners increased its Wells Fargo (WFC) stake by 18% in Q4 2025, buying an estimated $1.27M and bringing the position to 93,763 shares worth $8.74M. The position accounts for 0.16% of the portfolio, ranked #127.

Global Retirement Partners first reported a position in WFC in Q4 2016 and has held it in 35 quarters since. 2,896 funds tracked by Wall St. Rank hold WFC as of Q4 2025.

  • Global Retirement Partners held 93,763 shares of Wells Fargo worth $8.74M as of Q4 2025.
  • Global Retirement Partners bought 14,577 Wells Fargo shares in Q4 2025, an estimated $1.27M.
  • Wells Fargo made up 0.16% of Global Retirement Partners's portfolio in Q4 2025, its #127 holding.
  • Global Retirement Partners first reported a position in Wells Fargo in Q4 2016 and has held it in 35 quarters since.
  • 2,896 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.