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Retireful LLC’s Wells Fargo WFC Stock Holding History

Retireful LLC’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
-2,914
Closed -$233K – 185
2025
Q2 		$233K Buy
+2,914
New +$210K 0.16% 130
2025
Q1 		– Sell
-18,376
Closed -$1.29M – 174
2024
Q4 		$1.29M Buy
+18,376
New +$1.25M 0.73% 61
2024
Q2 		– Sell
-21,623
Closed -$1.25M – 148
2024
Q1 		$1.25M Buy
+21,623
New +$1.13M 0.52% 70

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

Retireful LLC's WFC Position: Q3 2025 in Review

Retireful LLC sold out of Wells Fargo (WFC) in Q3 2025, closing a stake of 2,914 shares — an estimated $233K sold.

Retireful LLC first reported a position in WFC in Q1 2024 and held it in 3 quarters. The position peaked at $1.29M in Q4 2024. 2,660 funds tracked by Wall St. Rank hold WFC as of Q3 2025.

  • Retireful LLC reported no remaining Wells Fargo position as of Q3 2025 after selling out during the quarter.
  • Retireful LLC sold 2,914 Wells Fargo shares in Q3 2025, an estimated $233K.
  • Retireful LLC first reported a position in Wells Fargo in Q1 2024 and held it in 3 quarters.
  • Retireful LLC's Wells Fargo position peaked at $1.29M in Q4 2024.
  • 2,660 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2025.

Based on Retireful LLC's 13F filing for Q3 2025, filed 17 Oct 2025.