O'Rourke & Company’s Wells Fargo WFC Stock Holding History

O'Rourke & Company’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 Q1	$361K	Buy	4,540 +3	+0.1%	+$258	0.14%	123
2025 Q4	$423K	Sell	4,537 -198	-4%	-$17.2K	0.16%	115
2025 Q3	$397K	Buy	4,735 +3	+0.1%	+$243	0.17%	116
2025 Q2	$379K	Buy	4,732 +3	+0.1%	+$216	0.18%	116
2025 Q1	$339K	Buy	4,729 +3	+0.1%	+$225	0.17%	118
2024 Q4	$332K	Buy	4,726 +3	+0.1%	+$205	0.16%	121
2024 Q3	$267K	Buy	4,723 +3	+0.1%	+$170	0.13%	126
2024 Q2	$280K	Buy	4,720 +3	+0.1%	+$177	0.16%	120
2024 Q1	$273K	Buy	4,717 +3	+0.1%	+$157	0.16%	123
2023 Q4	$232K	Buy	+4,714	New	+$203K	0.15%	127
2023 Q3	–	Sell	-5,005	Closed	-$214K	–	138
2023 Q2	$214K	Buy	+5,005	New	+$201K	0.15%	128
2023 Q1	–	Sell	-5,100	Closed	-$211K	–	134
2022 Q4	$211K	Buy	+5,100	New	+$226K	0.17%	127

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

O'Rourke & Company's WFC Position: Q1 2026 in Review

O'Rourke & Company increased its Wells Fargo (WFC) stake by 0.07% in Q1 2026, buying an estimated $258 and bringing the position to 4,540 shares worth $361K. The position accounts for 0.14% of the portfolio, ranked #123.

O'Rourke & Company first reported a position in WFC in Q4 2022 and has held it in 12 quarters since. The position peaked at $423K in Q4 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

O'Rourke & Company held 4,540 shares of Wells Fargo worth $361K as of Q1 2026.
O'Rourke & Company bought 3 Wells Fargo shares in Q1 2026, an estimated $258.
Wells Fargo made up 0.14% of O'Rourke & Company's portfolio in Q1 2026, its #123 holding.
O'Rourke & Company first reported a position in Wells Fargo in Q4 2022 and has held it in 12 quarters since.
O'Rourke & Company's Wells Fargo position peaked at $423K in Q4 2025.
2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on O'Rourke & Company's 13F filing for Q1 2026, filed 14 May 2026.