Rovin Capital’s Wells Fargo WFC Stock Holding History

Rovin 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
2025 Q4	$302K	Sell	3,242 -12	-0.4%	-$1.04K	0.08%	172
2025 Q3	$273K	Hold	3,254	–	–	0.08%	176
2025 Q2	$261K	Buy	3,254 +6	+0.2%	+$433	0.08%	172
2025 Q1	$233K	Hold	3,248	–	–	0.08%	171
2024 Q4	$228K	Buy	+3,248	New	+$222K	0.08%	154
2024 Q3	–	Sell	-9,292	Closed	-$552K	–	184
2024 Q2	$552K	Sell	9,292 -5,718	-38%	-$338K	0.23%	88
2024 Q1	$870K	Sell	15,010 -762	-5%	-$39.9K	0.36%	52
2023 Q4	$776K	Buy	15,772 +2,935	+23%	+$127K	0.35%	49
2023 Q3	$524K	Buy	12,837 +24	+0.2%	+$1.04K	0.24%	58
2023 Q2	$547K	Buy	12,813 +37	+0.3%	+$1.49K	0.24%	63
2023 Q1	$478K	Sell	12,776 -746	-6%	-$32.5K	0.23%	70
2022 Q4	$558K	Sell	13,522 -111	-0.8%	-$4.91K	0.28%	60
2022 Q3	$548K	Sell	13,633 -388	-3%	-$16.7K	0.31%	50
2022 Q2	$549K	Buy	14,021 +408	+3%	+$17.9K	0.37%	53
2022 Q1	$660K	Sell	13,613 -1,977	-13%	-$106K	0.35%	41
2021 Q4	$748K	Buy	+15,590	New	+$768K	0.36%	38

Other funds holding WFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Rovin Capital's WFC Position: Q4 2025 in Review

Rovin Capital reduced its Wells Fargo (WFC) stake by 0.37% in Q4 2025, selling an estimated $1.04K and leaving 3,242 shares worth $302K. The position accounts for 0.08% of the portfolio, ranked #172.

Rovin Capital first reported a position in WFC in Q4 2021 and has held it in 16 quarters since. The position peaked at $870K in Q1 2024. 2,896 funds tracked by Wall St. Rank hold WFC as of Q4 2025.

Rovin Capital held 3,242 shares of Wells Fargo worth $302K as of Q4 2025.
Rovin Capital sold 12 Wells Fargo shares in Q4 2025, an estimated $1.04K.
Wells Fargo made up 0.08% of Rovin Capital's portfolio in Q4 2025, its #172 holding.
Rovin Capital first reported a position in Wells Fargo in Q4 2021 and has held it in 16 quarters since.
Rovin Capital's Wells Fargo position peaked at $870K in Q1 2024.
2,896 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2025.

Based on Rovin Capital's 13F filing for Q4 2025, filed 9 Feb 2026.