GLR
WFC icon

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
Q2 		$4.46M Buy
53,971
+739
+1% +$59.4K 0.4% 58
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 $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

Great Lakes Retirement's WFC Position: Q2 2026 in Review

Great Lakes Retirement increased its Wells Fargo (WFC) stake by 1.4% in Q2 2026, buying an estimated $59.4K and bringing the position to 53,971 shares worth $4.46M. The position accounts for 0.4% of the portfolio, ranked #58.

Great Lakes Retirement first reported a position in WFC in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.92M in Q4 2025. 2,873 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Great Lakes Retirement held 53,971 shares of Wells Fargo worth $4.46M as of Q2 2026.
  • Great Lakes Retirement bought 739 Wells Fargo shares in Q2 2026, an estimated $59.4K.
  • Wells Fargo made up 0.4% of Great Lakes Retirement's portfolio in Q2 2026, its #58 holding.
  • Great Lakes Retirement first reported a position in Wells Fargo in Q1 2023 and has held it in 14 quarters since.
  • Great Lakes Retirement's Wells Fargo position peaked at $4.92M in Q4 2025.
  • 2,873 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Great Lakes Retirement's 13F filing for Q2 2026, filed 30 Jul 2026.