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Matthew Hamilton Rosenberg’s Wells Fargo WFC Stock Holding History

Matthew Hamilton Rosenberg’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
Q3 		$498K Buy
6,225
+232
+4% +$20.1K 0.09% 116
2026
Q2 		$495K Buy
5,993
+1,588
+36% +$128K 0.09% 108
2026
Q1 		$351K Buy
4,405
+145
+3% +$12.5K 0.07% 135
2025
Q4 		$397K Sell
4,260
-18
-0.4% -$1.56K 0.08% 113
2025
Q3 		$359K Hold
4,278
– – 0.08% 124
2025
Q2 		$343K Buy
4,278
+1,584
+59% +$114K 0.08% 125
2025
Q1 		$193K Hold
2,694
– – 0.05% 193
2024
Q4 		$189K Buy
2,694
+121
+5% +$8.26K 0.05% 189
2024
Q3 		$145K Hold
2,573
– – 0.04% 246
2024
Q2 		$156K Hold
2,573
– – 0.05% 218
2024
Q1 		$148K Sell
2,573
-179
-7% -$9.36K 0.04% 241
2023
Q4 		$135K Sell
2,752
-502
-15% -$21.7K 0.04% 243
2023
Q3 		$133K Buy
3,254
+240
+8% +$10.4K 0.04% 242
2023
Q2 		$129K Sell
3,014
-451
-13% -$18.2K 0.04% 251
2023
Q1 		$130K Hold
3,465
– – 0.04% 264
2022
Q4 		$143K Hold
3,465
– – 0.05% 239
2022
Q3 		$139K Buy
3,465
+7
+0.2% +$301 0.05% 219
2022
Q2 		$138K Sell
3,458
-305
-8% -$13.4K 0.05% 234
2022
Q1 		$182K Buy
3,763
+1,143
+44% +$61.2K 0.06% 202
2021
Q4 		$126K Sell
2,620
-1,222
-32% -$60.2K 0.04% 258
2021
Q3 		$132K Buy
3,842
+1,709
+80% +$79.1K 0.05% 240
2021
Q2 		$97K Hold
2,133
– – 0.05% 256
2021
Q1 		$83K Sell
2,133
-374
-15% -$13.2K 0.05% 281
2020
Q4 		$76K Sell
2,507
-1,004
-29% -$26K 0.05% 271
2020
Q3 		$86K Sell
3,511
-3,384
-49% -$83.4K 0.06% 233
2020
Q2 		$177K Sell
6,895
-137,150
-95% -$3.75M 0.14% 95
2020
Q1 		$145K Buy
+144,045
New +$6.12M 0.14% 79

Other funds holding WFC

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Matthew Hamilton Rosenberg's WFC Position: Q3 2026 in Review

Matthew Hamilton Rosenberg increased its Wells Fargo (WFC) stake by 3.9% in Q3 2026, buying an estimated $20.1K and bringing the position to 6,225 shares worth $498K. The position accounts for 0.09% of the portfolio, ranked #116.

Matthew Hamilton Rosenberg first reported a position in WFC in Q1 2020 and has held it in 27 quarters since. 863 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Matthew Hamilton Rosenberg held 6,225 shares of Wells Fargo worth $498K as of Q3 2026.
  • Matthew Hamilton Rosenberg bought 232 Wells Fargo shares in Q3 2026, an estimated $20.1K.
  • Wells Fargo made up 0.09% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #116 holding.
  • Matthew Hamilton Rosenberg first reported a position in Wells Fargo in Q1 2020 and has held it in 27 quarters since.
  • 863 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.