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Rossmore Private Capital

SEC CIK
0001733082
Latest filing
Jul 31, 2026

WFC holding history

Wells Fargo & Company in every 13F filed by Rossmore Private Capital, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WFC overviewAll 13F holders of WFCFull Q2 2026 holdings

Shares (Q2 2026)
25,560
Value
$2.11M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of WFC by Rossmore Private Capital, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202625,560$2.11M0.2%+2,800+12.3%AddedHolders
Q1 202622,760$1.81M0.2%00.0%UnchangedHolders
Q4 202522,760$2.12M0.2%00.0%UnchangedHolders
Q3 202522,760$1.91M0.2%00.0%UnchangedHolders
Q2 202522,760$1.82M0.2%+426+1.9%AddedHolders
Q1 202522,334$1.60M0.2%−290−1.3%ReducedHolders
Q4 202422,624$1.59M0.2%00.0%UnchangedHolders
Q3 202422,624$1.28M0.2%00.0%UnchangedHolders
Q2 202422,624$1.34M0.2%−351−1.5%ReducedHolders
Q1 202422,975$1.33M0.2%+501+2.2%AddedHolders
Q4 202322,474$1.11M0.2%00.0%UnchangedHolders
Q3 202322,474$918.3K0.1%00.0%UnchangedHolders
Q2 202322,474$959.2K0.1%00.0%UnchangedHolders
Q1 202322,474$840.1K0.1%00.0%UnchangedHolders
Q4 202222,474$928.0K0.1%00.0%UnchangedHolders
Q3 202222,474$904.0K0.2%00.0%UnchangedHolders
Q2 202222,474$880.0K0.2%00.0%UnchangedHolders
Q1 202222,474$1.09M0.2%00.0%UnchangedHolders
Q4 202122,474$1.08M0.2%00.0%UnchangedHolders
Q3 202122,474$1.04M0.2%00.0%UnchangedHolders
Q2 202122,474$1.02M0.2%−3,866−14.7%ReducedHolders
Q1 202126,340$1.03M0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.