NRI
WFC icon

NFP Retirement Inc’s Wells Fargo WFC Stock Holding History

NFP Retirement Inc’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
2025
Q3 		– Sell
-11,298
Closed -$905K – 325
2025
Q2 		$905K Hold
11,298
– – 0.06% 146
2025
Q1 		$811K Sell
11,298
-373
-3% -$28K 0.06% 137
2024
Q4 		$820K Sell
11,671
-28
-0.2% -$1.91K 0.06% 140
2024
Q3 		$661K Sell
11,699
-3,300
-22% -$187K 0.05% 160
2024
Q2 		$891K Sell
14,999
-1,029
-6% -$60.7K 0.07% 127
2024
Q1 		$929K Buy
16,028
+11,755
+275% +$615K 0.08% 123
2023
Q4 		$210K Buy
+4,273
New +$184K 0.04% 226

Other funds holding WFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

NFP Retirement Inc's WFC Position: Q3 2025 in Review

NFP Retirement Inc sold out of Wells Fargo (WFC) in Q3 2025, closing a stake of 11,298 shares — an estimated $905K sold.

NFP Retirement Inc first reported a position in WFC in Q4 2023 and held it in 7 quarters. The position peaked at $929K in Q1 2024. 2,660 funds tracked by Wall St. Rank hold WFC as of Q3 2025.

  • NFP Retirement Inc reported no remaining Wells Fargo position as of Q3 2025 after selling out during the quarter.
  • NFP Retirement Inc sold 11,298 Wells Fargo shares in Q3 2025, an estimated $905K.
  • NFP Retirement Inc first reported a position in Wells Fargo in Q4 2023 and held it in 7 quarters.
  • NFP Retirement Inc's Wells Fargo position peaked at $929K in Q1 2024.
  • 2,660 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2025.

Based on NFP Retirement Inc's 13F filing for Q3 2025, filed 14 Nov 2025.