Golden Reserve Retirement LLC
PensionPosition in WFC — Wells Fargo & Company/Mn
CIK 2066488
DUBLIN, OH
Position in WFC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$653,599
+$317,247 QoQ
Shares Held
7,909
+87.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#1,631
of 2,858 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Golden Reserve Retirement LLC holds $4,869,959 across 4 Banks - Diversified names. WFC ranks #4 (13.4% of the industry book) .
All Filings in WFC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $653,599 | 7,909 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $336,352 | 4,225 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $283,887 | 3,046 | Shares | Sole | 2026-01-29 | |
| No filing history on record for this holder in this stock. | ||||||