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
Q2
$231K Buy
+2,800
New +$225K 0.02% 285

Other funds holding WFC

Rossmore Private Capital's WFC Position: Q2 2026 in Review

Rossmore Private Capital increased its Wells Fargo (WFC) stake by 12% in Q2 2026, buying an estimated $225K and bringing the position to 25,560 shares worth $2.11M. The position accounts for 0.17% of the portfolio, ranked #93.

Rossmore Private Capital first reported a position in WFC in Q4 2017 and has held it in 35 quarters since. The position peaked at $2.12M in Q4 2025. 2,873 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Rossmore Private Capital held 25,560 shares of Wells Fargo worth $2.11M as of Q2 2026.
  • Rossmore Private Capital bought 2,800 Wells Fargo shares in Q2 2026, an estimated $225K.
  • Wells Fargo made up 0.17% of Rossmore Private Capital's portfolio in Q2 2026, its #93 holding.
  • Rossmore Private Capital first reported a position in Wells Fargo in Q4 2017 and has held it in 35 quarters since.
  • Rossmore Private Capital's Wells Fargo position peaked at $2.12M in Q4 2025.
  • 2,873 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Rossmore Private Capital's 13F filing for Q2 2026, filed 31 Jul 2026.