Retirement Wealth Solutions
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Retirement Wealth Solutions’s Wells Fargo WFC Stock Holding History

Retirement Wealth Solutions’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
Q3 		$35.6K Buy
445
+202
+83% +$17.5K 0.02% 132
2026
Q2 		$20.1K Hold
243
– – 0.01% 156
2026
Q1 		$19.3K Sell
243
-65
-21% -$5.58K 0.01% 153
2025
Q4 		$28.7K Hold
308
– – 0.02% 129
2025
Q3 		$25.8K Buy
308
+6
+2% +$487 0.02% 139
2025
Q2 		$24.2K Hold
302
– – 0.02% 136
2025
Q1 		$21.7K Hold
302
– – 0.02% 125
2024
Q4 		$21.1K Buy
+302
New +$20.6K 0.02% 136

Other funds holding WFC

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Sumitomo Mitsui Trust Group
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Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
American Assets Inc
American Assets Inc San Diego, California $310M AUM 4.36% 1-Year Est. Return

Retirement Wealth Solutions's WFC Position: Q3 2026 in Review

Retirement Wealth Solutions increased its Wells Fargo (WFC) stake by 83% in Q3 2026, buying an estimated $17.5K and bringing the position to 445 shares worth $35.6K. The position accounts for 0.02% of the portfolio, ranked #132.

Retirement Wealth Solutions first reported a position in WFC in Q4 2024 and has held it in 8 quarters since. 1,225 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Retirement Wealth Solutions held 445 shares of Wells Fargo worth $35.6K as of Q3 2026.
  • Retirement Wealth Solutions bought 202 Wells Fargo shares in Q3 2026, an estimated $17.5K.
  • Wells Fargo made up 0.02% of Retirement Wealth Solutions's portfolio in Q3 2026, its #132 holding.
  • Retirement Wealth Solutions first reported a position in Wells Fargo in Q4 2024 and has held it in 8 quarters since.
  • 1,225 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.