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Rossby Financial’s Wells Fargo WFC Stock Holding History

Rossby Financial’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 		$158K Buy
1,958
+634
+48% +$54.5K 0.03% 432
2025
Q4 		$123K Sell
1,324
-222
-14% -$19.3K 0.04% 366
2025
Q3 		$125K Sell
1,546
-149
-9% -$12.1K 0.04% 358
2025
Q2 		$136K Buy
1,695
+211
+14% +$15.2K 0.05% 319
2025
Q1 		$103K Buy
+1,484
New +$111K 0.04% 331

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

Rossby Financial's WFC Position: Q1 2026 in Review

Rossby Financial increased its Wells Fargo (WFC) stake by 48% in Q1 2026, buying an estimated $54.5K and bringing the position to 1,958 shares worth $158K. The position accounts for 0.03% of the portfolio, ranked #432.

Rossby Financial first reported a position in WFC in Q1 2025 and has held it in 5 quarters since. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Rossby Financial held 1,958 shares of Wells Fargo worth $158K as of Q1 2026.
  • Rossby Financial bought 634 Wells Fargo shares in Q1 2026, an estimated $54.5K.
  • Wells Fargo made up 0.03% of Rossby Financial's portfolio in Q1 2026, its #432 holding.
  • Rossby Financial first reported a position in Wells Fargo in Q1 2025 and has held it in 5 quarters since.
  • 2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.