Shufro Rose & Co’s Wells Fargo WFC Stock Holding History

Shufro Rose & Co’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	$413K	Hold	5,000	–	–	0.02%	211
2026 Q1	$398K	Sell	5,000 -2,300	-32%	-$198K	0.03%	206
2025 Q4	$680K	Sell	7,300 -2,606	-26%	-$226K	0.05%	154
2025 Q3	$711K	Hold	9,906	–	–	0.06%	139
2025 Q2	$711K	Hold	9,906	–	–	0.06%	140
2025 Q1	$711K	Buy	+9,906	New	+$744K	0.06%	142

Other funds holding WFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Shufro Rose & Co's WFC Position: Q2 2026 in Review

Shufro Rose & Co held its Wells Fargo (WFC) position steady in Q2 2026 at 5,000 shares worth $413K. The position accounts for 0.02% of the portfolio, ranked #211.

Shufro Rose & Co first reported a position in WFC in Q1 2025 and has held it in 6 quarters since. The position peaked at $711K in Q3 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Shufro Rose & Co held 5,000 shares of Wells Fargo worth $413K as of Q2 2026.
Shufro Rose & Co left its Wells Fargo share count unchanged in Q2 2026.
Wells Fargo made up 0.02% of Shufro Rose & Co's portfolio in Q2 2026, its #211 holding.
Shufro Rose & Co first reported a position in Wells Fargo in Q1 2025 and has held it in 6 quarters since.
Shufro Rose & Co's Wells Fargo position peaked at $711K in Q3 2025.
2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Shufro Rose & Co's 13F filing for Q2 2026, filed 12 Aug 2026.