Romano Brothers & Co’s Wells Fargo WFC Stock Holding History

Romano Brothers & Co’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	$354K	Buy	4,285 +38	+0.9%	+$3.05K	0.04%	279
2026 Q1	$338K	Sell	4,247 -60	-1%	-$5.15K	0.04%	272
2025 Q4	$401K	Buy	4,307 +44	+1%	+$3.82K	0.05%	252
2025 Q3	$357K	Buy	4,263 +60	+1%	+$4.87K	0.04%	259
2025 Q2	$337K	Hold	4,203	–	–	0.04%	260
2025 Q1	$302K	Hold	4,203	–	–	0.04%	267
2024 Q4	$295K	Sell	4,203 -100	-2%	-$6.83K	0.04%	264
2024 Q3	$243K	Buy	4,303 +50	+1%	+$2.83K	0.03%	283
2024 Q2	$253K	Sell	4,253 -100	-2%	-$5.9K	0.04%	274
2024 Q1	$252K	Hold	4,353	–	–	0.03%	276
2023 Q4	$214K	Buy	+4,353	New	+$188K	0.03%	290
2023 Q1	–	Sell	-4,384	Closed	-$181K	–	983
2022 Q4	$181K	Buy	+4,384	New	+$194K	0.03%	312

Other funds holding WFC

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

Romano Brothers & Co's WFC Position: Q2 2026 in Review

Romano Brothers & Co increased its Wells Fargo (WFC) stake by 0.89% in Q2 2026, buying an estimated $3.05K and bringing the position to 4,285 shares worth $354K. The position accounts for 0.04% of the portfolio, ranked #279.

Romano Brothers & Co first reported a position in WFC in Q4 2022 and has held it in 12 quarters since. The position peaked at $401K in Q4 2025. 1,053 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Romano Brothers & Co held 4,285 shares of Wells Fargo worth $354K as of Q2 2026.
Romano Brothers & Co bought 38 Wells Fargo shares in Q2 2026, an estimated $3.05K.
Wells Fargo made up 0.04% of Romano Brothers & Co's portfolio in Q2 2026, its #279 holding.
Romano Brothers & Co first reported a position in Wells Fargo in Q4 2022 and has held it in 12 quarters since.
Romano Brothers & Co's Wells Fargo position peaked at $401K in Q4 2025.
1,053 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Romano Brothers & Co's 13F filing for Q2 2026, filed 22 Jul 2026.