NorthRock Partners’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.01M | Buy |
62,961
+8,936
| +17% | +$768K | 0.08% | 123 |
|
|
2025
Q4 | $5.04M | Sell |
54,025
-34,299
| -39% | -$2.98M | 0.09% | 118 |
|
|
2025
Q3 | $7.4M | Buy |
88,324
+4,823
| +6% | +$391K | 0.13% | 89 |
|
|
2025
Q2 | $6.69M | Buy |
83,501
+344
| +0.4% | +$24.8K | 0.17% | 56 |
|
|
2025
Q1 | $5.97M | Buy |
83,157
+9,224
| +12% | +$693K | 0.2% | 57 |
|
|
2024
Q4 | $5.19M | Sell |
73,933
-3,001
| -4% | -$205K | 0.17% | 69 |
|
|
2024
Q3 | $4.35M | Buy |
76,934
+23,712
| +45% | +$1.34M | 0.14% | 76 |
|
|
2024
Q2 | $3.16M | Buy |
53,222
+1,098
| +2% | +$64.8K | 0.12% | 85 |
|
|
2024
Q1 | $3.02M | Buy |
52,124
+57
| +0.1% | +$2.98K | 0.12% | 93 |
|
|
2023
Q4 | $2.56M | Buy |
52,067
+20,867
| +67% | +$900K | 0.11% | 99 |
|
|
2023
Q3 | $1.27M | Buy |
31,200
+16
| +0.1% | +$691 | 0.13% | 82 |
|
|
2023
Q2 | $1.33M | Sell |
31,184
-8,422
| -21% | -$339K | 0.15% | 67 |
|
|
2023
Q1 | $1.48M | Buy |
39,606
+4,873
| +14% | +$212K | 0.16% | 63 |
|
|
2022
Q4 | $1.43M | Sell |
34,733
-5,288
| -13% | -$234K | 0.16% | 68 |
|
|
2022
Q3 | $1.61M | Sell |
40,021
-4,022
| -9% | -$173K | 0.19% | 54 |
|
|
2022
Q2 | $1.73M | Buy |
44,043
+9,211
| +26% | +$404K | 0.18% | 59 |
|
|
2022
Q1 | $1.69M | Sell |
34,832
-1,811
| -5% | -$96.9K | 0.15% | 65 |
|
|
2021
Q4 | $1.76M | Sell |
36,643
-8,895
| -20% | -$438K | 0.13% | 68 |
|
|
2021
Q3 | $2.11M | Buy |
45,538
+13,159
| +41% | +$609K | 0.17% | 52 |
|
|
2021
Q2 | $1.47M | Buy |
+32,379
| New | +$1.45M | 0.12% | 64 |
|
|
2020
Q3 | – | Sell |
-8,047
| Closed | -$206K | – | 236 |
|
|
2020
Q2 | $206K | Sell |
8,047
-365
| -4% | -$9.99K | 0.02% | 194 |
|
|
2020
Q1 | $241K | Sell |
8,412
-2,071
| -20% | -$88K | 0.03% | 163 |
|
|
2019
Q4 | $564K | Buy |
10,483
+3,459
| +49% | +$181K | 0.06% | 140 |
|
|
2019
Q3 | $354K | Buy |
+7,024
| New | +$331K | 0.05% | 145 |
|
|
2017
Q1 | – | Sell |
-5,555
| Closed | -$306K | – | 60 |
|
|
2016
Q4 | $306K | Buy |
+5,555
| New | +$279K | 0.11% | 36 |
|
|
2016
Q3 | – | Sell |
-4,343
| Closed | -$205K | – | 53 |
|
|
2016
Q2 | $205K | Sell |
4,343
-2,175
| -33% | -$106K | 0.09% | 41 |
|
|
2016
Q1 | $315K | Buy |
6,518
+1,489
| +30% | +$72.9K | 0.16% | 24 |
|
|
2015
Q4 | $272K | Hold |
5,029
| – | – | 0.16% | 27 |
|
|
2015
Q3 | $258K | Buy |
+5,029
| New | +$277K | 0.16% | 27 |
|
Other funds holding WFC
VCM
VPM
NorthRock Partners's WFC Position: Q1 2026 in Review
NorthRock Partners increased its Wells Fargo (WFC) stake by 17% in Q1 2026, buying an estimated $768K and bringing the position to 62,961 shares worth $5.01M. The position accounts for 0.08% of the portfolio, ranked #123.
NorthRock Partners first reported a position in WFC in Q3 2015 and has held it in 29 quarters since. The position peaked at $7.4M in Q3 2025. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.
- NorthRock Partners held 62,961 shares of Wells Fargo worth $5.01M as of Q1 2026.
- NorthRock Partners bought 8,936 Wells Fargo shares in Q1 2026, an estimated $768K.
- Wells Fargo made up 0.08% of NorthRock Partners's portfolio in Q1 2026, its #123 holding.
- NorthRock Partners first reported a position in Wells Fargo in Q3 2015 and has held it in 29 quarters since.
- NorthRock Partners's Wells Fargo position peaked at $7.4M in Q3 2025.
- 2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.
Based on NorthRock Partners's 13F filing for Q1 2026, filed 15 May 2026.