Roberts Capital Advisors’s Wells Fargo WFC Stock Holding History

Roberts Capital Advisors’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
2025 Q4	–	Sell	-8,405	Closed	-$705K	–	61
2025 Q3	$705K	Buy	+8,405	New	+$682K	0.78%	42

Other funds holding WFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Roberts Capital Advisors's WFC Position: Q4 2025 in Review

Roberts Capital Advisors sold out of Wells Fargo (WFC) in Q4 2025, closing a stake of 8,405 shares — an estimated $705K sold.

Roberts Capital Advisors first reported a position in WFC in Q3 2025 and held it in 1 quarter. The position peaked at $705K in Q3 2025. 2,905 funds tracked by Wall St. Rank hold WFC as of Q4 2025.

Roberts Capital Advisors reported no remaining Wells Fargo position as of Q4 2025 after selling out during the quarter.
Roberts Capital Advisors sold 8,405 Wells Fargo shares in Q4 2025, an estimated $705K.
Roberts Capital Advisors first reported a position in Wells Fargo in Q3 2025 and held it in 1 quarter.
Roberts Capital Advisors's Wells Fargo position peaked at $705K in Q3 2025.
2,905 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2025.

Based on Roberts Capital Advisors's 13F filing for Q4 2025.