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Curi RMB Capital’s Wells Fargo WFC Stock Holding History

Curi RMB Capital’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
Q1 		$10.1M Sell
126,964
-4,249
-3% -$365K 0.18% 141
2025
Q4 		$12.2M Buy
131,213
+10,213
+8% +$887K 0.21% 119
2025
Q3 		$10.1M Buy
121,000
+11,166
+10% +$905K 0.19% 139
2025
Q2 		$8.8M Buy
109,834
+96,430
+719% +$6.95M 0.17% 155
2025
Q1 		$962K Buy
13,404
+725
+6% +$54.4K 0.02% 330
2024
Q4 		$891K Sell
12,679
-94
-0.7% -$6.42K 0.02% 349
2024
Q3 		$722K Sell
12,773
-1,883
-13% -$106K 0.02% 383
2024
Q2 		$870K Sell
14,656
-1,766
-11% -$104K 0.02% 347
2024
Q1 		$952K Sell
16,422
-99,900
-86% -$5.23M 0.02% 351
2023
Q4 		$5.73M Buy
116,322
+49,893
+75% +$2.15M 0.17% 143
2023
Q3 		$2.71M Buy
66,429
+108
+0.2% +$4.66K 0.09% 192
2023
Q2 		$2.83M Buy
66,321
+51
+0.1% +$2.05K 0.09% 190
2023
Q1 		$2.48M Sell
66,270
-1
-0% -$44 0.09% 193
2022
Q4 		$2.74M Buy
66,271
+1
+0% +$44 0.1% 189
2022
Q3 		$2.67M Hold
66,270
– – 0.1% 195
2022
Q2 		$2.6M Buy
66,270
+49,294
+290% +$2.16M 0.09% 193
2022
Q1 		$823K Sell
16,976
-600
-3% -$32.1K 0.03% 279
2021
Q4 		$843K Buy
17,576
+2,000
+13% +$98.5K 0.03% 299
2021
Q3 		$723K Buy
15,576
+1,000
+7% +$46.3K 0.02% 312
2021
Q2 		$660K Hold
14,576
– – 0.02% 326
2021
Q1 		$569K Buy
14,576
+100
+0.7% +$3.54K 0.02% 340
2020
Q4 		$437K Sell
14,476
-5,988
-29% -$155K 0.02% 446
2020
Q3 		$481K Sell
20,464
-5,437
-21% -$134K 0.02% 426
2020
Q2 		$663K Sell
25,901
-1,559
-6% -$42.7K 0.03% 361
2020
Q1 		$788K Sell
27,460
-5,747
-17% -$244K 0.04% 321
2019
Q4 		$1.79M Sell
33,207
-83
-0.2% -$4.35K 0.05% 293
2019
Q3 		$1.68M Sell
33,290
-271
-0.8% -$12.8K 0.04% 328
2019
Q2 		$1.59M Sell
33,561
-3,360
-9% -$157K 0.04% 352
2019
Q1 		$1.78M Buy
36,921
+2,422
+7% +$119K 0.05% 365
2018
Q4 		$1.59M Sell
34,499
-4,290
-11% -$220K 0.04% 403
2018
Q3 		$2.04M Buy
38,789
+418
+1% +$23.9K 0.05% 381
2018
Q2 		$2.13M Sell
38,371
-465
-1% -$24.9K 0.05% 365
2018
Q1 		$2.04M Sell
38,836
-33,918
-47% -$2.01M 0.05% 382
2017
Q4 		$4.41M Sell
72,754
-123,650
-63% -$6.98M 0.11% 247
2017
Q3 		$10.8M Sell
196,404
-1,366
-0.7% -$72.6K 0.28% 109
2017
Q2 		$11M Buy
197,770
+185,875
+1,563% +$9.96M 0.31% 94
2017
Q1 		$662K Buy
11,895
+1,124
+10% +$63.8K 0.03% 341
2016
Q4 		$594K Sell
10,771
-51,426
-83% -$2.59M 0.03% 292
2016
Q3 		$2.75M Buy
62,197
+50,719
+442% +$2.43M 0.15% 163
2016
Q2 		$543K Sell
11,478
-1,614
-12% -$78.7K 0.03% 291
2016
Q1 		$634K Buy
13,092
+737
+6% +$36.1K 0.04% 256
2015
Q4 		$672K Buy
12,355
+800
+7% +$43.4K 0.03% 272
2015
Q3 		$594K Buy
11,555
+323
+3% +$17.8K 0.04% 304
2015
Q2 		$632K Buy
11,232
+178
+2% +$9.92K 0.04% 271
2015
Q1 		$602K Buy
11,054
+729
+7% +$39.4K 0.04% 312
2014
Q4 		$566K Sell
10,325
-660
-6% -$34.9K 0.03% 336
2014
Q3 		$569K Buy
10,985
+414
+4% +$21.3K 0.03% 336
2014
Q2 		$556K Sell
10,571
-245
-2% -$12.3K 0.04% 319
2014
Q1 		$538K Buy
10,816
+292
+3% +$13.6K 0.04% 270
2013
Q4 		$478K Sell
10,524
-253
-2% -$10.9K 0.03% 255
2013
Q3 		$445K Buy
10,777
+521
+5% +$22.2K 0.03% 265
2013
Q2 		$423K Buy
+10,256
New +$400K 0.03% 254

Other funds holding WFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Curi RMB Capital's WFC Position: Q1 2026 in Review

Curi RMB Capital reduced its Wells Fargo (WFC) stake by 3.2% in Q1 2026, selling an estimated $365K and leaving 126,964 shares worth $10.1M. The position accounts for 0.18% of the portfolio, ranked #141.

Curi RMB Capital first reported a position in WFC in Q2 2013 and has held it in 52 quarters since. The position peaked at $12.2M in Q4 2025. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Curi RMB Capital held 126,964 shares of Wells Fargo worth $10.1M as of Q1 2026.
  • Curi RMB Capital sold 4,249 Wells Fargo shares in Q1 2026, an estimated $365K.
  • Wells Fargo made up 0.18% of Curi RMB Capital's portfolio in Q1 2026, its #141 holding.
  • Curi RMB Capital first reported a position in Wells Fargo in Q2 2013 and has held it in 52 quarters since.
  • Curi RMB Capital's Wells Fargo position peaked at $12.2M in Q4 2025.
  • 2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.