Eagle Capital Management (New York)’s Wells Fargo WFC Stock Holding History

Eagle Capital Management (New York)’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	$6.92M	Sell	86,972 -9,305	-10%	-$799K	0.02%	45
2025 Q4	$8.97M	Sell	96,277 -41	-0%	-$3.56K	0.03%	42
2025 Q3	$8.07M	Sell	96,318 -5,260,339	-98%	-$427M	0.03%	40
2025 Q2	$429M	Sell	5,356,657 -3,122,247	-37%	-$225M	1.41%	26
2025 Q1	$609M	Sell	8,478,904 -1,370,946	-14%	-$103M	2.22%	20
2024 Q4	$692M	Sell	9,849,850 -1,926,443	-16%	-$132M	2.52%	18
2024 Q3	$665M	Sell	11,776,293 -56,678	-0.5%	-$3.21M	2.47%	19
2024 Q2	$703M	Sell	11,832,971 -8,873,937	-43%	-$524M	2.61%	20
2024 Q1	$1.2B	Sell	20,706,908 -636,671	-3%	-$33.3M	4.64%	6
2023 Q4	$1.05B	Sell	21,343,579 -1,209,704	-5%	-$52.2M	4.46%	9
2023 Q3	$922M	Sell	22,553,283 -889,810	-4%	-$38.4M	4.27%	9
2023 Q2	$1B	Sell	23,443,093 -1,540,932	-6%	-$62M	4.49%	8
2023 Q1	$934M	Sell	24,984,025 -2,033,397	-8%	-$88.6M	4.26%	9
2022 Q4	$1.12B	Buy	27,017,422 +3,945,867	+17%	+$175M	5.29%	7
2022 Q3	$928M	Buy	23,071,555 +4,961,037	+27%	+$213M	4.23%	9
2022 Q2	$709M	Buy	18,110,518 +1,484,795	+9%	+$65.2M	3.09%	16
2022 Q1	$806M	Sell	16,625,723 -3,412,118	-17%	-$183M	2.72%	17
2021 Q4	$961M	Sell	20,037,841 -13,711,865	-41%	-$675M	2.87%	17
2021 Q3	$1.57B	Sell	33,749,706 -1,159,614	-3%	-$53.7M	4.6%	8
2021 Q2	$1.58B	Sell	34,909,320 -8,091,378	-19%	-$361M	4.51%	7
2021 Q1	$1.68B	Sell	43,000,698 -2,909,256	-6%	-$103M	5.18%	5
2020 Q4	$1.39B	Sell	45,909,954 -1,758,857	-4%	-$45.5M	4.4%	9
2020 Q3	$1.12B	Buy	47,668,811 +17,945,657	+60%	+$442M	4.02%	9
2020 Q2	$761M	Buy	29,723,154 +778,646	+3%	+$21.3M	2.78%	14
2020 Q1	$831M	Buy	28,944,508 +1,449,744	+5%	+$61.6M	3.45%	13
2019 Q4	$1.48B	Sell	27,494,764 -688,147	-2%	-$36M	4.72%	8
2019 Q3	$1.42B	Buy	28,182,911 +163,769	+0.6%	+$7.72M	5%	8
2019 Q2	$1.33B	Buy	28,019,142 +481,049	+2%	+$22.5M	4.64%	9
2019 Q1	$1.33B	Buy	27,538,093 +3,598,602	+15%	+$177M	5.04%	6
2018 Q4	$1.1B	Buy	23,939,491 +3,609,354	+18%	+$185M	4.51%	9
2018 Q3	$1.07B	Sell	20,330,137 -115,846	-0.6%	-$6.61M	3.67%	12
2018 Q2	$1.13B	Buy	20,445,983 +2,825,045	+16%	+$151M	4.11%	8
2018 Q1	$924M	Buy	17,620,938 +3,408,951	+24%	+$203M	3.42%	13
2017 Q4	$862M	Sell	14,211,987 -77,148	-0.5%	-$4.36M	3.2%	16
2017 Q3	$788M	Buy	14,289,135 +105,662	+0.7%	+$5.62M	3.04%	14
2017 Q2	$786M	Buy	+14,183,473	New	+$760M	3.08%	15
2015 Q3	–	Sell	-7,300	Closed	-$411K	–	64
2015 Q2	$411K	Hold	7,300	–	–	﹤0.01%	49
2015 Q1	$397K	Hold	7,300	–	–	﹤0.01%	47
2014 Q4	$400K	Hold	7,300	–	–	﹤0.01%	49
2014 Q3	$379K	Hold	7,300	–	–	﹤0.01%	49
2014 Q2	$384K	Hold	7,300	–	–	﹤0.01%	45
2014 Q1	$363K	Hold	7,300	–	–	﹤0.01%	45
2013 Q4	$331K	Hold	7,300	–	–	﹤0.01%	54
2013 Q3	$302K	Hold	7,300	–	–	﹤0.01%	54
2013 Q2	$301K	Buy	+7,300	New	+$284K	﹤0.01%	52

Other funds holding WFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Eagle Capital Management (New York)'s WFC Position: Q1 2026 in Review

Eagle Capital Management (New York) reduced its Wells Fargo (WFC) stake by 9.7% in Q1 2026, selling an estimated $799K and leaving 86,972 shares worth $6.92M. The position accounts for 0.02% of the portfolio, ranked #45.

Eagle Capital Management (New York) first reported a position in WFC in Q2 2013 and has held it in 45 quarters since. The position peaked at $1.68B in Q1 2021. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Eagle Capital Management (New York) held 86,972 shares of Wells Fargo worth $6.92M as of Q1 2026.
Eagle Capital Management (New York) sold 9,305 Wells Fargo shares in Q1 2026, an estimated $799K.
Wells Fargo made up 0.02% of Eagle Capital Management (New York)'s portfolio in Q1 2026, its #45 holding.
Eagle Capital Management (New York) first reported a position in Wells Fargo in Q2 2013 and has held it in 45 quarters since.
Eagle Capital Management (New York)'s Wells Fargo position peaked at $1.68B in Q1 2021.
2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Eagle Capital Management (New York)'s 13F filing for Q1 2026, filed 15 May 2026.