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Rockefeller Capital Management L.P.: WFC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Rockefeller Capital Management L.P. on WFC, newest first. How the timeline and the estimate are built.

Rockefeller Capital Management L.P. held 753,595 WFC shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 753,595 shares
    Change vs previous 13F -11,677 shares

    0.1% of the 13F portfolio, value $62,277,281.

    13F-HR 0001739439-26-000006 filed by Rockefeller Capital Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 765,272 shares
    Change vs previous 13F +51,764 shares

    0.11% of the 13F portfolio, value $60,923,554.

    13F-HR 0001739439-26-000005 filed by Rockefeller Capital Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 713,508 shares
    Change vs previous 13F +162,881 shares

    0.12% of the 13F portfolio, value $66,499,194.

    13F-HR/A 0001739439-26-000003 filed by Rockefeller Capital Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 550,627 shares
    Change vs previous 13F +17,731 shares

    0.09% of the 13F portfolio, value $46,153,724.

    13F-HR 0001739439-25-000031 filed by Rockefeller Capital Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 532,896 shares
    Change vs previous 13F +71,854 shares

    0.1% of the 13F portfolio, value $43,379,278.

    13F-HR/A 0001739439-25-000022 filed by Rockefeller Capital Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 461,042 shares
    Change vs previous 13F -200,648 shares

    0.08% of the 13F portfolio, value $33,098,308.

    13F-HR 0001739439-25-000008 filed by Rockefeller Capital Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 661,690 shares
    Change vs previous 13F +23,457 shares

    0.12% of the 13F portfolio, value $46,467,464.

    13F-HR 0001739439-25-000002 filed by Rockefeller Capital Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 638,233 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $36,055,034.

    13F-HR 0001739439-24-000023 filed by Rockefeller Capital Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).