Rossmore Private Capital’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.81M | Hold |
22,760
| – | – | 0.16% | 96 |
|
|
2025
Q4 | $2.12M | Hold |
22,760
| – | – | 0.19% | 91 |
|
|
2025
Q3 | $1.91M | Hold |
22,760
| – | – | 0.21% | 88 |
|
|
2025
Q2 | $1.82M | Buy |
22,760
+426
| +2% | +$30.7K | 0.21% | 85 |
|
|
2025
Q1 | $1.6M | Sell |
22,334
-290
| -1% | -$21.8K | 0.2% | 89 |
|
|
2024
Q4 | $1.59M | Hold |
22,624
| – | – | 0.2% | 88 |
|
|
2024
Q3 | $1.28M | Hold |
22,624
| – | – | 0.16% | 105 |
|
|
2024
Q2 | $1.34M | Sell |
22,624
-351
| -2% | -$20.7K | 0.18% | 98 |
|
|
2024
Q1 | $1.33M | Buy |
22,975
+501
| +2% | +$26.2K | 0.17% | 104 |
|
|
2023
Q4 | $1.11M | Hold |
22,474
| – | – | 0.16% | 110 |
|
|
2023
Q3 | $918K | Hold |
22,474
| – | – | 0.14% | 119 |
|
|
2023
Q2 | $959K | Hold |
22,474
| – | – | 0.14% | 115 |
|
|
2023
Q1 | $840K | Hold |
22,474
| – | – | 0.13% | 130 |
|
|
2022
Q4 | $928K | Hold |
22,474
| – | – | 0.15% | 114 |
|
|
2022
Q3 | $904K | Hold |
22,474
| – | – | 0.16% | 107 |
|
|
2022
Q2 | $880K | Hold |
22,474
| – | – | 0.15% | 113 |
|
|
2022
Q1 | $1.09M | Hold |
22,474
| – | – | 0.17% | 104 |
|
|
2021
Q4 | $1.08M | Hold |
22,474
| – | – | 0.17% | 111 |
|
|
2021
Q3 | $1.04M | Hold |
22,474
| – | – | 0.18% | 110 |
|
|
2021
Q2 | $1.02M | Sell |
22,474
-3,866
| -15% | -$173K | 0.17% | 108 |
|
|
2021
Q1 | $1.03M | Hold |
26,340
| – | – | 0.19% | 101 |
|
|
2020
Q4 | $795K | Sell |
26,340
-22,877
| -46% | -$592K | 0.16% | 111 |
|
|
2020
Q3 | $1.16M | Buy |
49,217
+15,650
| +47% | +$386K | 0.27% | 89 |
|
|
2020
Q2 | $859K | Buy |
33,567
+3,269
| +11% | +$89.4K | 0.24% | 90 |
|
|
2020
Q1 | $870K | Sell |
30,298
-3,228
| -10% | -$137K | 0.3% | 75 |
|
|
2019
Q4 | $1.8M | Buy |
33,526
+2,673
| +9% | +$140K | 0.56% | 46 |
|
|
2019
Q3 | $1.56M | Sell |
30,853
-400
| -1% | -$18.8K | 0.52% | 45 |
|
|
2019
Q2 | $1.48M | Buy |
31,253
+3,666
| +13% | +$171K | 0.52% | 40 |
|
|
2019
Q1 | $1.33M | Sell |
27,587
-1,726
| -6% | -$84.9K | 0.49% | 42 |
|
|
2018
Q4 | $1.35M | Buy |
29,313
+330
| +1% | +$16.9K | 0.57% | 38 |
|
|
2018
Q3 | $1.52M | Buy |
28,983
+7,280
| +34% | +$416K | 0.61% | 31 |
|
|
2018
Q2 | $1.2M | Buy |
21,703
+6,999
| +48% | +$375K | 0.78% | 30 |
|
|
2018
Q1 | $771K | Buy |
14,704
+2,415
| +20% | +$143K | 0.78% | 30 |
|
|
2017
Q4 | $746K | Buy |
+12,289
| New | +$694K | 0.75% | 31 |
|
Other funds holding WFC
VCM
VPM
Rossmore Private Capital's WFC Position: Q1 2026 in Review
Rossmore Private Capital held its Wells Fargo (WFC) position steady in Q1 2026 at 22,760 shares worth $1.81M. The position accounts for 0.16% of the portfolio, ranked #96.
Rossmore Private Capital first reported a position in WFC in Q4 2017 and has held it in 34 quarters since. The position peaked at $2.12M in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.
- Rossmore Private Capital held 22,760 shares of Wells Fargo worth $1.81M as of Q1 2026.
- Rossmore Private Capital left its Wells Fargo share count unchanged in Q1 2026.
- Wells Fargo made up 0.16% of Rossmore Private Capital's portfolio in Q1 2026, its #96 holding.
- Rossmore Private Capital first reported a position in Wells Fargo in Q4 2017 and has held it in 34 quarters since.
- Rossmore Private Capital's Wells Fargo position peaked at $2.12M in Q4 2025.
- 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.
Based on Rossmore Private Capital's 13F filing for Q1 2026, filed 1 May 2026.