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Roundview Capital’s Wells Fargo WFC Stock Holding History

Roundview Capital’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 		$204K Buy
+2,464
New +$198K 0.01% 346
2020
Q4 		– Sell
-9,881
Closed -$232K – 251
2020
Q3 		$232K Sell
9,881
-1,814
-16% -$44.7K 0.04% 231
2020
Q2 		$299K Sell
11,695
-30,052
-72% -$822K 0.05% 210
2020
Q1 		$1.2M Sell
41,747
-1,076
-3% -$45.7K 0.25% 109
2019
Q4 		$2.3M Buy
42,823
+25,007
+140% +$1.31M 0.44% 66
2019
Q3 		$899K Buy
17,816
+3,500
+24% +$165K 0.19% 139
2019
Q2 		$678K Sell
14,316
-981
-6% -$45.9K 0.15% 152
2019
Q1 		$739K Sell
15,297
-381
-2% -$18.7K 0.18% 142
2018
Q4 		$722K Sell
15,678
-24,163
-61% -$1.24M 0.2% 124
2018
Q3 		$2.09M Sell
39,841
-19,397
-33% -$1.11M 0.52% 58
2018
Q2 		$3.28M Sell
59,238
-142
-0.2% -$7.61K 0.86% 29
2018
Q1 		$3.11M Sell
59,380
-1,119
-2% -$66.5K 0.88% 27
2017
Q4 		$3.67M Buy
60,499
+248
+0.4% +$14K 0.95% 25
2017
Q3 		$3.32M Buy
60,251
+8,663
+17% +$460K 0.95% 25
2017
Q2 		$2.86M Buy
51,588
+2,500
+5% +$134K 0.83% 31
2017
Q1 		$2.73M Sell
49,088
-33,215
-40% -$1.88M 0.85% 27
2016
Q4 		$4.54M Buy
82,303
+3,115
+4% +$157K 1.46% 11
2016
Q3 		$3.51M Buy
79,188
+5,500
+7% +$263K 1.24% 15
2016
Q2 		$3.49M Buy
73,688
+53,536
+266% +$2.61M 1.28% 12
2016
Q1 		$975K Buy
20,152
+6,139
+44% +$301K 0.36% 83
2015
Q4 		$762K Hold
14,013
– – 0.3% 95
2015
Q3 		$720K Buy
+14,013
New +$771K 0.31% 90

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 $3.37T AUM 44.26% 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

Roundview Capital's WFC Position: Q2 2026 in Review

Roundview Capital opened a new position in Wells Fargo (WFC) in Q2 2026: 2,464 shares worth $204K. The stake represents 0.01% of the portfolio and ranks #346 among its holdings. This is a return to the name: Roundview Capital previously reported a position in WFC as recently as Q3 2020.

Roundview Capital first reported a position in WFC in Q3 2015 and has held it in 22 quarters since. The position peaked at $4.54M in Q4 2016. 2,875 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Roundview Capital held 2,464 shares of Wells Fargo worth $204K as of Q2 2026.
  • Wells Fargo was a new Roundview Capital position in Q2 2026.
  • Wells Fargo made up 0.01% of Roundview Capital's portfolio in Q2 2026, its #346 holding.
  • Roundview Capital first reported a position in Wells Fargo in Q3 2015 and has held it in 22 quarters since.
  • Roundview Capital's Wells Fargo position peaked at $4.54M in Q4 2016.
  • 2,875 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Roundview Capital's 13F filing for Q2 2026, filed 30 Jul 2026.