Global Retirement Partners, LLC
PensionPosition in WFC — Wells Fargo & Company/Mn
CIK 1749744
San Rafael, CA
Position in WFC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$6,893,415
-$1,845,296 QoQ
Shares Held
83,415
-11.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#596
of 2,858 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Global Retirement Partners, LLC holds $86,036,124 across 19 Banks - Diversified names. WFC ranks #4 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
127,872 | $41,856,341 | |
| 2 | BAC |
Bank Of America Corp /De/
|
163,267 | $9,302,953 | |
| 3 | C |
Citigroup Inc
|
60,306 | $8,440,427 | |
| 4 | WFC |
Wells Fargo & Company/Mn
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|
83,415 | $6,893,415 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
18,594 | $2,688,878 | |
| 6 | BCS |
Barclays PLC
|
96,343 | $2,587,772 | |
| 7 | RY |
Royal Bank Of Canada
|
11,249 | $2,328,205 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
20,581 | $1,957,047 |
All Filings in WFC
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,893,415 | 83,415 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $8,738,711 | 93,763 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $6,637,370 | 79,186 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $5,833,697 | 72,812 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $4,342,447 | 61,823 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $3,380,757 | 59,847 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $3,469,148 | 58,413 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $2,878,467 | 49,663 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $2,380,771 | 48,370 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $1,822,968 | 44,615 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,952,866 | 45,756 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $1,649,915 | 44,139 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,713,741 | 41,505 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,617,326 | 40,212 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,715,019 | 43,784 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $2,121,288 | 43,774 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $1,779,312 | 38,339 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $1,171,697 | 25,871 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $973,936 | 24,928 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $782,808 | 25,938 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $2,138,399 | 90,957 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $2,297,932 | 89,763 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $2,817,421 | 98,168 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||