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
2020 Q1	–	Sell	-261,000	Closed	-$14M	–	783
2019 Q4	$14M	Sell	261,000 -91,000	-26%	-$4.77M	0.39%	65
2019 Q3	$17.8M	Sell	352,000 -107,000	-23%	-$5.04M	0.47%	46
2019 Q2	$21.7M	Buy	+459,000	New	+$21.5M	0.55%	40
2019 Q1	–	Sell	-502,000	Closed	-$23.1M	–	930
2018 Q4	$23.1M	Buy	502,000 +151,000	+43%	+$7.73M	0.59%	30
2018 Q3	$18.4M	Sell	351,000 -117,000	-25%	-$6.68M	0.44%	59
2018 Q2	$25.9M	Buy	468,000 +36,000	+8%	+$1.93M	0.62%	24
2018 Q1	$22.6M	Buy	432,000 +154,000	+55%	+$9.15M	0.58%	29
2017 Q4	$16.9M	Sell	278,000 -130,000	-32%	-$7.34M	0.44%	51
2017 Q3	$22.5M	Buy	408,000 +184,000	+82%	+$9.78M	0.58%	31
2017 Q2	$12.4M	Sell	224,000 -64,000	-22%	-$3.43M	0.36%	77
2017 Q1	$16M	Buy	288,000 +126,000	+78%	+$7.15M	0.66%	37
2016 Q4	$8.93M	Buy	162,000 +83,000	+105%	+$4.17M	0.48%	71
2016 Q3	$3.5M	Sell	79,000 -225,000	-74%	-$10.8M	0.19%	141
2016 Q2	$14.4M	Buy	304,000 +167,000	+122%	+$8.14M	0.75%	35
2016 Q1	$6.63M	Buy	137,000 +5,000	+4%	+$245K	0.43%	76
2015 Q4	$7.18M	Buy	+132,000	New	+$7.17M	0.33%	73

Other funds holding WFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 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.