GRP
WFC icon

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

Other funds holding WFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Global Retirement Partners's WFC Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Wells Fargo (WFC) in Q2 2026: 83,415 shares worth $6.89M. The stake represents 0.11% of the portfolio and ranks #196 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in WFC as recently as Q4 2025.

Global Retirement Partners first reported a position in WFC in Q4 2016 and has held it in 36 quarters since. The position peaked at $8.74M in Q4 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Global Retirement Partners held 83,415 shares of Wells Fargo worth $6.89M as of Q2 2026.
  • Wells Fargo was a new Global Retirement Partners position in Q2 2026.
  • Wells Fargo made up 0.11% of Global Retirement Partners's portfolio in Q2 2026, its #196 holding.
  • Global Retirement Partners first reported a position in Wells Fargo in Q4 2016 and has held it in 36 quarters since.
  • Global Retirement Partners's Wells Fargo position peaked at $8.74M in Q4 2025.
  • 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.