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Retail Employees Superannuation Trust’s Wells Fargo WFC Stock Holding History

Retail Employees Superannuation Trust’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 		$16M Buy
201,283
+135,344
+205% +$11.6M 2.38% 21
2025
Q4 		$6.15M Buy
+65,939
New +$5.72M 1.65% 24

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

Retail Employees Superannuation Trust's WFC Position: Q1 2026 in Review

Retail Employees Superannuation Trust increased its Wells Fargo (WFC) stake by 205% in Q1 2026, buying an estimated $11.6M and bringing the position to 201,283 shares worth $16M. The position accounts for 2.38% of the portfolio, ranked #21.

Retail Employees Superannuation Trust first reported a position in WFC in Q4 2025 and has held it in 2 quarters since. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Retail Employees Superannuation Trust held 201,283 shares of Wells Fargo worth $16M as of Q1 2026.
  • Retail Employees Superannuation Trust bought 135,344 Wells Fargo shares in Q1 2026, an estimated $11.6M.
  • Wells Fargo made up 2.38% of Retail Employees Superannuation Trust's portfolio in Q1 2026, its #21 holding.
  • Retail Employees Superannuation Trust first reported a position in Wells Fargo in Q4 2025 and has held it in 2 quarters since.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Retail Employees Superannuation Trust's 13F filing for Q1 2026, filed 1 May 2026.