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Rockland Trust’s Wells Fargo WFC Stock Holding History

Rockland Trust’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 		$914K Hold
11,059
– – 0.04% 161
2026
Q1 		$880K Buy
11,059
+37
+0.3% +$3.18K 0.04% 160
2025
Q4 		$1.03M Buy
11,022
+1,322
+14% +$115K 0.04% 150
2025
Q3 		$813K Sell
9,700
-150
-2% -$12.2K 0.03% 176
2025
Q2 		$789K Hold
9,850
– – 0.04% 150
2025
Q1 		$707K Hold
9,850
– – 0.04% 158
2024
Q4 		$692K Hold
9,850
– – 0.04% 166
2024
Q3 		$556K Hold
9,850
– – 0.03% 178
2024
Q2 		$585K Sell
9,850
-666
-6% -$39.3K 0.03% 190
2024
Q1 		$610K Sell
10,516
-1,345
-11% -$70.4K 0.03% 183
2023
Q4 		$584K Sell
11,861
-2,077
-15% -$89.6K 0.03% 192
2023
Q3 		$570K Sell
13,938
-327
-2% -$14.1K 0.03% 187
2023
Q2 		$609K Sell
14,265
-1,339
-9% -$53.9K 0.04% 184
2023
Q1 		$583K Sell
15,604
-500
-3% -$21.8K 0.04% 191
2022
Q4 		$665K Buy
16,104
+30
+0.2% +$1.33K 0.04% 178
2022
Q3 		$646K Sell
16,074
-391
-2% -$16.8K 0.05% 160
2022
Q2 		$645K Sell
16,465
-5,106
-24% -$224K 0.04% 165
2022
Q1 		$1.04M Sell
21,571
-5,852
-21% -$313K 0.07% 137
2021
Q4 		$1.32M Sell
27,423
-3,232
-11% -$159K 0.08% 127
2021
Q3 		$1.42M Sell
30,655
-18,222
-37% -$843K 0.1% 111
2021
Q2 		$2.21M Sell
48,877
-359,616
-88% -$16.1M 0.15% 93
2021
Q1 		$16M Sell
408,493
-10,257
-2% -$363K 1.15% 29
2020
Q4 		$12.6M Buy
418,750
+17,498
+4% +$453K 0.98% 38
2020
Q3 		$9.43M Sell
401,252
-15,323
-4% -$378K 0.81% 45
2020
Q2 		$10.7M Sell
416,575
-118,886
-22% -$3.25M 0.96% 41
2020
Q1 		$15.4M Buy
535,461
+104,926
+24% +$4.46M 1.56% 16
2019
Q4 		$23.2M Buy
430,535
+7,775
+2% +$407K 1.91% 10
2019
Q3 		$20.5M Buy
422,760
+13,415
+3% +$632K 1.86% 11
2019
Q2 		$19.4M Buy
409,345
+32,697
+9% +$1.53M 1.92% 10
2019
Q1 		$18.2M Buy
376,648
+25,550
+7% +$1.26M 1.93% 11
2018
Q4 		$16.2M Buy
351,098
+12,443
+4% +$637K 1.98% 10
2018
Q3 		$17.8M Sell
338,655
-3,983
-1% -$227K 2.17% 9
2018
Q2 		$19M Buy
342,638
+12,321
+4% +$660K 2.45% 5
2018
Q1 		$17.3M Buy
330,317
+4,500
+1% +$267K 2.29% 8
2017
Q4 		$19.8M Buy
325,817
+1,514
+0.5% +$85.5K 2.54% 7
2017
Q3 		$17.9M Buy
324,303
+7,773
+2% +$413K 2.67% 8
2017
Q2 		$17.5M Buy
316,530
+1,856
+0.6% +$99.4K 2.75% 5
2017
Q1 		$17.5M Sell
314,674
-6,788
-2% -$385K 2.76% 5
2016
Q4 		$17.7M Sell
321,462
-1,724
-0.5% -$86.7K 2.84% 5
2016
Q3 		$14.3M Buy
323,186
+21,758
+7% +$1.04M 2.48% 9
2016
Q2 		$14.3M Buy
301,428
+5,391
+2% +$263K 2.47% 9
2016
Q1 		$14.3M Buy
296,037
+3,288
+1% +$161K 2.57% 8
2015
Q4 		$15.9M Buy
292,749
+17,711
+6% +$962K 2.8% 4
2015
Q3 		$14.1M Buy
275,038
+33,791
+14% +$1.86M 2.77% 5
2015
Q2 		$13.6M Buy
241,247
+553
+0.2% +$30.8K 2.69% 8
2015
Q1 		$13.1M Sell
240,694
-4,143
-2% -$224K 2.77% 7
2014
Q4 		$13.4M Sell
244,837
-3,555
-1% -$188K 2.77% 7
2014
Q3 		$12.9M Buy
248,392
+8,296
+3% +$427K 2.84% 8
2014
Q2 		$12.6M Sell
240,096
-5,923
-2% -$298K 2.87% 6
2014
Q1 		$12.2M Sell
246,019
-8,757
-3% -$408K 2.88% 8
2013
Q4 		$11.6M Buy
254,776
+3,932
+2% +$170K 2.78% 8
2013
Q3 		$10.4M Sell
250,844
-4,823
-2% -$206K 2.74% 7
2013
Q2 		$10.6M Buy
+255,667
New +$9.96M 2.92% 4

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

Rockland Trust's WFC Position: Q2 2026 in Review

Rockland Trust held its Wells Fargo (WFC) position steady in Q2 2026 at 11,059 shares worth $914K. The position accounts for 0.04% of the portfolio, ranked #161.

Rockland Trust first reported a position in WFC in Q2 2013 and has held it in 53 quarters since. The position peaked at $23.2M in Q4 2019. 724 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Rockland Trust held 11,059 shares of Wells Fargo worth $914K as of Q2 2026.
  • Rockland Trust left its Wells Fargo share count unchanged in Q2 2026.
  • Wells Fargo made up 0.04% of Rockland Trust's portfolio in Q2 2026, its #161 holding.
  • Rockland Trust first reported a position in Wells Fargo in Q2 2013 and has held it in 53 quarters since.
  • Rockland Trust's Wells Fargo position peaked at $23.2M in Q4 2019.
  • 724 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Rockland Trust's 13F filing for Q2 2026, filed 8 Jul 2026.