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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
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% -$9.37K 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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
DJC
Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Matthew Hamilton Rosenberg's WFC Position: Q2 2026 in Review

Matthew Hamilton Rosenberg increased its Wells Fargo (WFC) stake by 36% in Q2 2026, buying an estimated $128K and bringing the position to 5,993 shares worth $495K. The position accounts for 0.09% of the portfolio, ranked #108.

Matthew Hamilton Rosenberg first reported a position in WFC in Q1 2020 and has held it in 26 quarters since. 710 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Matthew Hamilton Rosenberg held 5,993 shares of Wells Fargo worth $495K as of Q2 2026.
  • Matthew Hamilton Rosenberg bought 1,588 Wells Fargo shares in Q2 2026, an estimated $128K.
  • Wells Fargo made up 0.09% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #108 holding.
  • Matthew Hamilton Rosenberg first reported a position in Wells Fargo in Q1 2020 and has held it in 26 quarters since.
  • 710 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.