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Rothschild Investment LLC’s Wells Fargo WFC Stock Holding History

Rothschild Investment LLC’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 		$2.29M Buy
28,785
+1,044
+4% +$89.7K 0.12% 150
2025
Q4 		$2.59M Buy
27,741
+336
+1% +$29.2K 0.14% 133
2025
Q3 		$2.3M Sell
27,405
-1,261
-4% -$102K 0.13% 143
2025
Q2 		$2.3M Sell
28,666
-33
-0.1% -$2.38K 0.14% 138
2025
Q1 		$2.06M Buy
28,699
+352
+1% +$26.4K 0.14% 142
2024
Q4 		$1.99M Buy
28,347
+280
+1% +$19.1K 0.13% 147
2024
Q3 		$1.59M Sell
28,067
-741
-3% -$41.9K 0.1% 166
2024
Q2 		$1.71M Buy
28,808
+2,198
+8% +$130K 0.12% 153
2024
Q1 		$1.54M Buy
26,610
+205
+0.8% +$10.7K 0.11% 160
2023
Q4 		$1.3M Buy
26,405
+797
+3% +$34.4K 0.11% 158
2023
Q3 		$1.05M Sell
25,608
-1,937
-7% -$83.6K 0.09% 204
2023
Q2 		$1.18M Buy
27,545
+3,459
+14% +$139K 0.1% 193
2023
Q1 		$900K Buy
24,086
+242
+1% +$10.5K 0.08% 231
2022
Q4 		$985K Sell
23,844
-1,430
-6% -$63.3K 0.09% 208
2022
Q3 		$1.02M Sell
25,274
-8,325
-25% -$358K 0.1% 199
2022
Q2 		$1.32M Sell
33,599
-50
-0.1% -$2.19K 0.12% 175
2022
Q1 		$1.63M Buy
33,649
+676
+2% +$36.2K 0.13% 159
2021
Q4 		$1.58M Sell
32,973
-50
-0.2% -$2.46K 0.12% 164
2021
Q3 		$1.53M Sell
33,023
-13,500
-29% -$625K 0.13% 160
2021
Q2 		$2.11M Buy
46,523
+673
+1% +$30.1K 0.17% 131
2021
Q1 		$1.79M Sell
45,850
-401
-0.9% -$14.2K 0.15% 140
2020
Q4 		$1.4M Buy
46,251
+20,796
+82% +$538K 0.13% 152
2020
Q3 		$598K Sell
25,455
-2,966
-10% -$73.1K 0.07% 238
2020
Q2 		$728K Sell
28,421
-5,962
-17% -$163K 0.09% 202
2020
Q1 		$987K Buy
34,383
+16,871
+96% +$717K 0.13% 164
2019
Q4 		$942K Sell
17,512
-99
-0.6% -$5.18K 0.09% 204
2019
Q3 		$888K Sell
17,611
-298
-2% -$14K 0.1% 180
2019
Q2 		$847K Sell
17,909
-4,699
-21% -$220K 0.1% 189
2019
Q1 		$1.09M Buy
22,608
+7,001
+45% +$344K 0.13% 162
2018
Q4 		$719K Sell
15,607
-1,089
-7% -$55.8K 0.1% 188
2018
Q3 		$878K Buy
16,696
+354
+2% +$20.2K 0.1% 179
2018
Q2 		$906K Sell
16,342
-7,797
-32% -$418K 0.11% 172
2018
Q1 		$1.26M Sell
24,139
-1,644
-6% -$97.7K 0.16% 139
2017
Q4 		$1.56M Sell
25,783
-3,262
-11% -$184K 0.17% 142
2017
Q3 		$1.6M Buy
29,045
+2,194
+8% +$117K 0.18% 137
2017
Q2 		$1.49M Sell
26,851
-474
-2% -$25.4K 0.17% 152
2017
Q1 		$1.52M Buy
27,325
+569
+2% +$32.3K 0.18% 146
2016
Q4 		$1.48M Buy
26,756
+10,260
+62% +$516K 0.18% 140
2016
Q3 		$730K Sell
16,496
-10,157
-38% -$486K 0.09% 209
2016
Q2 		$1.26M Buy
26,653
+9,167
+52% +$447K 0.16% 150
2016
Q1 		$846K Sell
17,486
-6,262
-26% -$307K 0.11% 203
2015
Q4 		$1.29M Buy
23,748
+55
+0.2% +$2.99K 0.16% 148
2015
Q3 		$1.22M Hold
23,693
– – 0.16% 148
2015
Q2 		$1.33M Buy
23,693
+2,367
+11% +$132K 0.15% 158
2015
Q1 		$1.16M Sell
21,326
-876
-4% -$47.3K 0.14% 165
2014
Q4 		$1.22M Buy
22,202
+2,928
+15% +$155K 0.15% 154
2014
Q3 		$1M Sell
19,274
-2,431
-11% -$125K 0.12% 188
2014
Q2 		$1.14M Buy
21,705
+46
+0.2% +$2.31K 0.15% 148
2014
Q1 		$1.08M Hold
21,659
– – 0.15% 146
2013
Q4 		$983K Buy
21,659
+830
+4% +$35.8K 0.13% 157
2013
Q3 		$861K Hold
20,829
– – 0.13% 158
2013
Q2 		$860K Buy
+20,829
New +$812K 0.14% 150

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

Rothschild Investment LLC's WFC Position: Q1 2026 in Review

Rothschild Investment LLC increased its Wells Fargo (WFC) stake by 3.8% in Q1 2026, buying an estimated $89.7K and bringing the position to 28,785 shares worth $2.29M. The position accounts for 0.12% of the portfolio, ranked #150.

Rothschild Investment LLC first reported a position in WFC in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.59M in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Rothschild Investment LLC held 28,785 shares of Wells Fargo worth $2.29M as of Q1 2026.
  • Rothschild Investment LLC bought 1,044 Wells Fargo shares in Q1 2026, an estimated $89.7K.
  • Wells Fargo made up 0.12% of Rothschild Investment LLC's portfolio in Q1 2026, its #150 holding.
  • Rothschild Investment LLC first reported a position in Wells Fargo in Q2 2013 and has held it in 52 quarters since.
  • Rothschild Investment LLC's Wells Fargo position peaked at $2.59M in Q4 2025.
  • 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.