Rosenberg Matthew Hamilton
Position in WFC — Wells Fargo & Company/Mn
CIK 1812103
GRAND JUNCTION, CO
Position in WFC
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$495,261
+$144,579 QoQ
Shares Held
5,993
+36.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#1,819
of 2,853 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Rosenberg Matthew Hamilton holds $5,375,342 across 15 Banks - Diversified names. WFC ranks #4 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
6,292 | $2,059,560 | |
| 2 | C |
Citigroup Inc
|
5,473 | $766,001 | |
| 3 | BAC |
Bank Of America Corp /De/
|
10,836 | $617,435 | |
| 4 | WFC |
Wells Fargo & Company/Mn
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|
5,993 | $495,261 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
2,157 | $311,923 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
2,713 | $257,979 | |
| 7 | UBS |
UBS Group AG
|
4,001 | $198,289 | |
| 8 | RY |
Royal Bank Of Canada
|
915 | $189,377 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $495,261 | 5,993 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $350,682 | 4,405 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $397,032 | 4,260 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $358,581 | 4,278 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $342,753 | 4,278 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $193,402 | 2,694 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $189,226 | 2,694 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $145,348 | 2,573 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $152,810 | 2,573 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $149,131 | 2,573 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $135,453 | 2,752 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $132,958 | 3,254 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $128,637 | 3,014 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $129,521 | 3,465 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $143,069 | 3,465 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $139,362 | 3,465 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $135,449 | 3,458 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $182,354 | 3,763 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $125,707 | 2,620 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $178,307 | 3,842 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $96,603 | 2,133 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $83,336 | 2,133 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $75,661 | 2,507 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $82,543 | 3,511 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $176,512 | 6,895 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $145,000 | 144,045 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||