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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
Q2 		$150K Sell
1,811
-147
-8% -$11.8K 0.03% 454
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Rossby Financial's WFC Position: Q2 2026 in Review

Rossby Financial reduced its Wells Fargo (WFC) stake by 7.5% in Q2 2026, selling an estimated $11.8K and leaving 1,811 shares worth $150K. The position accounts for 0.03% of the portfolio, ranked #454.

Rossby Financial first reported a position in WFC in Q1 2025 and has held it in 6 quarters since. The position peaked at $158K in Q1 2026. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Rossby Financial held 1,811 shares of Wells Fargo worth $150K as of Q2 2026.
  • Rossby Financial sold 147 Wells Fargo shares in Q2 2026, an estimated $11.8K.
  • Wells Fargo made up 0.03% of Rossby Financial's portfolio in Q2 2026, its #454 holding.
  • Rossby Financial first reported a position in Wells Fargo in Q1 2025 and has held it in 6 quarters since.
  • Rossby Financial's Wells Fargo position peaked at $158K in Q1 2026.
  • 2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.