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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Curi RMB Capital's WFC Position: Q2 2026 in Review

Curi RMB Capital increased its Wells Fargo (WFC) stake by 2.1% in Q2 2026, buying an estimated $215K and bringing the position to 129,640 shares worth $10.7M. The position accounts for 0.17% of the portfolio, ranked #158.

Curi RMB Capital first reported a position in WFC in Q2 2013 and has held it in 53 quarters since. The position peaked at $12.2M in Q4 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Curi RMB Capital held 129,640 shares of Wells Fargo worth $10.7M as of Q2 2026.
Curi RMB Capital bought 2,676 Wells Fargo shares in Q2 2026, an estimated $215K.
Wells Fargo made up 0.17% of Curi RMB Capital's portfolio in Q2 2026, its #158 holding.
Curi RMB Capital first reported a position in Wells Fargo in Q2 2013 and has held it in 53 quarters since.
Curi RMB Capital's Wells Fargo position peaked at $12.2M in Q4 2025.
2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.