Wells Fargo Manages District Fixed Income Investments
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Description
The District reports $16.6 million invested in a Wells Fargo Fixed Income account for the quarter ending March 2026, generating a 1.07% return. This holding represents 17% of the overall investment portfolio.
Contract Details
Vendor
WELLS FARGO FIXED INCOME
Agency
South Placer Municipal Utility District, CA
Contract Type
FINANCIAL_SERVICES
Document Date
June 24, 2026
Contract Term
Investment portfolio as of Jan 26 – Mar 26, 2026
Renewal Info
Continuing investment management relationship with Wells Fargo for fixed income securities; no specified termination date.
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