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Robertson Stephens Wealth Management’s Wells Fargo WFC Stock Holding History

Robertson Stephens Wealth Management’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 		$3.28M Sell
41,203
-1,869
-4% -$161K 0.09% 157
2025
Q4 		$4.01M Buy
43,072
+236
+0.6% +$20.5K 0.1% 135
2025
Q3 		$3.59M Sell
42,836
-1,518
-3% -$123K 0.11% 129
2025
Q2 		$3.55M Sell
44,354
-5,039
-10% -$363K 0.11% 132
2025
Q1 		$3.55M Sell
49,393
-2,412
-5% -$181K 0.12% 136
2024
Q4 		$3.64M Sell
51,805
-3,020
-6% -$206K 0.13% 142
2024
Q3 		$3.1M Sell
54,825
-3,463
-6% -$196K 0.11% 155
2024
Q2 		$3.46M Buy
58,288
+988
+2% +$58.3K 0.17% 107
2024
Q1 		$3.32M Buy
57,300
+8,240
+17% +$431K 0.18% 104
2023
Q4 		$2.41M Buy
49,060
+1,353
+3% +$58.4K 0.15% 126
2023
Q3 		$1.95M Sell
47,707
-1,814
-4% -$78.3K 0.13% 142
2023
Q2 		$2.11M Buy
49,521
+270
+0.5% +$10.9K 0.15% 125
2023
Q1 		$1.84M Buy
49,251
+4,559
+10% +$199K 0.14% 132
2022
Q4 		$1.85M Sell
44,692
-964
-2% -$42.7K 0.18% 114
2022
Q3 		$1.84M Sell
45,656
-16,954
-27% -$728K 0.19% 98
2022
Q2 		$2.45M Buy
62,610
+2,313
+4% +$102K 0.23% 91
2022
Q1 		$2.92M Buy
60,297
+29,289
+94% +$1.57M 0.25% 82
2021
Q4 		$1.49M Buy
+31,008
New +$1.53M 0.13% 140
2021
Q1 		– Sell
-21,222
Closed -$640K – 300
2020
Q4 		$640K Hold
21,222
– – 0.13% 122
2020
Q3 		$498K Buy
+21,222
New +$523K 0.12% 134
2020
Q2 		– Sell
-10,490
Closed -$301K – 219
2020
Q1 		$301K Hold
10,490
– – 0.1% 138
2019
Q4 		$564K Sell
10,490
-1,200
-10% -$62.9K 0.28% 58
2019
Q3 		$590K Buy
+11,690
New +$551K 0.3% 66

Other funds holding WFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Robertson Stephens Wealth Management's WFC Position: Q1 2026 in Review

Robertson Stephens Wealth Management reduced its Wells Fargo (WFC) stake by 4.3% in Q1 2026, selling an estimated $161K and leaving 41,203 shares worth $3.28M. The position accounts for 0.09% of the portfolio, ranked #157.

Robertson Stephens Wealth Management first reported a position in WFC in Q3 2019 and has held it in 23 quarters since. The position peaked at $4.01M in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Robertson Stephens Wealth Management held 41,203 shares of Wells Fargo worth $3.28M as of Q1 2026.
  • Robertson Stephens Wealth Management sold 1,869 Wells Fargo shares in Q1 2026, an estimated $161K.
  • Wells Fargo made up 0.09% of Robertson Stephens Wealth Management's portfolio in Q1 2026, its #157 holding.
  • Robertson Stephens Wealth Management first reported a position in Wells Fargo in Q3 2019 and has held it in 23 quarters since.
  • Robertson Stephens Wealth Management's Wells Fargo position peaked at $4.01M in Q4 2025.
  • 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.