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Great Lakes Retirement’s Wells Fargo WFC Stock Holding History

Great Lakes Retirement’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 		$4.24M Buy
53,232
+391
+0.7% +$33.6K 0.44% 49
2025
Q4 		$4.92M Buy
52,841
+1,330
+3% +$115K 0.51% 43
2025
Q3 		$4.32M Buy
51,511
+1,561
+3% +$127K 0.47% 46
2025
Q2 		$4M Buy
49,950
+18,961
+61% +$1.37M 0.47% 45
2025
Q1 		$2.22M Buy
30,989
+126
+0.4% +$9.46K 0.29% 83
2024
Q4 		$2.17M Sell
30,863
-128
-0.4% -$8.74K 0.28% 87
2024
Q3 		$1.75M Buy
30,991
+8,187
+36% +$463K 0.22% 101
2024
Q2 		$1.35M Buy
22,804
+121
+0.5% +$7.14K 0.19% 108
2024
Q1 		$1.31M Sell
22,683
-92
-0.4% -$4.81K 0.19% 110
2023
Q4 		$1.12M Buy
22,775
+20
+0.1% +$863 0.18% 116
2023
Q3 		$930K Buy
22,755
+1,035
+5% +$44.7K 0.17% 122
2023
Q2 		$927K Buy
21,720
+136
+0.6% +$5.47K 0.16% 125
2023
Q1 		$807K Buy
+21,584
New +$941K 0.15% 130

Other funds holding WFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Great Lakes Retirement's WFC Position: Q1 2026 in Review

Great Lakes Retirement increased its Wells Fargo (WFC) stake by 0.74% in Q1 2026, buying an estimated $33.6K and bringing the position to 53,232 shares worth $4.24M. The position accounts for 0.44% of the portfolio, ranked #49.

Great Lakes Retirement first reported a position in WFC in Q1 2023 and has held it in 13 quarters since. The position peaked at $4.92M in Q4 2025. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Great Lakes Retirement held 53,232 shares of Wells Fargo worth $4.24M as of Q1 2026.
  • Great Lakes Retirement bought 391 Wells Fargo shares in Q1 2026, an estimated $33.6K.
  • Wells Fargo made up 0.44% of Great Lakes Retirement's portfolio in Q1 2026, its #49 holding.
  • Great Lakes Retirement first reported a position in Wells Fargo in Q1 2023 and has held it in 13 quarters since.
  • Great Lakes Retirement's Wells Fargo position peaked at $4.92M in Q4 2025.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Great Lakes Retirement's 13F filing for Q1 2026, filed 6 May 2026.