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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
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
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

Shufro Rose & Co's WFC Position: Q1 2026 in Review

Shufro Rose & Co reduced its Wells Fargo (WFC) stake by 32% in Q1 2026, selling an estimated $198K and leaving 5,000 shares worth $398K. The position accounts for 0.03% of the portfolio, ranked #206.

Shufro Rose & Co first reported a position in WFC in Q1 2025 and has held it in 5 quarters since. The position peaked at $711K in Q3 2025. 2,799 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Shufro Rose & Co held 5,000 shares of Wells Fargo worth $398K as of Q1 2026.
  • Shufro Rose & Co sold 2,300 Wells Fargo shares in Q1 2026, an estimated $198K.
  • Wells Fargo made up 0.03% of Shufro Rose & Co's portfolio in Q1 2026, its #206 holding.
  • Shufro Rose & Co first reported a position in Wells Fargo in Q1 2025 and has held it in 5 quarters since.
  • Shufro Rose & Co's Wells Fargo position peaked at $711K in Q3 2025.
  • 2,799 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Shufro Rose & Co's 13F filing for Q1 2026, filed 15 May 2026.