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Estabrook Capital Management’s Wells Fargo WFC Stock Holding History

Estabrook Capital Management’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 		$9.19M Sell
115,384
-623
-0.5% -$53.5K 1.34% 22
2025
Q4 		$10.8M Sell
116,007
-3,561
-3% -$309K 1.59% 17
2025
Q3 		$10M Sell
119,568
-1,739
-1% -$141K 1.46% 19
2025
Q2 		$9.72M Sell
121,307
-1,825
-1% -$132K 1.5% 18
2025
Q1 		$8.84M Sell
123,132
-3,463
-3% -$260K 1.43% 19
2024
Q4 		$8.89M Sell
126,595
-1,333
-1% -$91K 1.37% 20
2024
Q3 		$7.23M Sell
127,928
-2,832
-2% -$160K 1.08% 28
2024
Q2 		$7.77M Sell
130,760
-3,457
-3% -$204K 1.2% 24
2024
Q1 		$7.78M Sell
134,217
-1,216
-0.9% -$63.6K 1.2% 25
2023
Q4 		$6.67M Sell
135,433
-355
-0.3% -$15.3K 1.09% 26
2023
Q3 		$5.55M Buy
135,788
+3,147
+2% +$136K 0.98% 30
2023
Q2 		$5.66M Sell
132,641
-1,098
-0.8% -$44.2K 0.94% 31
2023
Q1 		$5M Buy
133,739
+1,534
+1% +$66.9K 0.87% 33
2022
Q4 		$5.46M Sell
132,205
-2,884
-2% -$128K 0.94% 35
2022
Q3 		$5.43M Sell
135,089
-1,032
-0.8% -$44.3K 1.01% 29
2022
Q2 		$5.33M Sell
136,121
-2,514
-2% -$110K 0.91% 32
2022
Q1 		$6.72M Sell
138,635
-2,305
-2% -$123K 0.99% 29
2021
Q4 		$6.76M Sell
140,940
-719
-0.5% -$35.4K 0.96% 28
2021
Q3 		$6.57M Buy
141,659
+1,529
+1% +$70.8K 1.04% 28
2021
Q2 		$6.35M Sell
140,130
-3,518
-2% -$157K 0.96% 31
2021
Q1 		$5.61M Buy
143,648
+2,095
+1% +$74.2K 0.86% 34
2020
Q4 		$4.27M Sell
141,553
-22,457
-14% -$581K 0.71% 45
2020
Q3 		$3.86M Buy
164,010
+2,140
+1% +$52.7K 0.71% 43
2020
Q2 		$4.14M Buy
161,870
+33,738
+26% +$923K 0.79% 39
2020
Q1 		$3.68M Sell
128,132
-6,109
-5% -$260K 0.77% 39
2019
Q4 		$7.22M Sell
134,241
-1,127
-0.8% -$59K 1.09% 31
2019
Q3 		$6.83M Buy
135,368
+15,691
+13% +$739K 1.14% 29
2019
Q2 		$5.66M Sell
119,677
-3,448
-3% -$161K 0.93% 36
2019
Q1 		$5.95M Sell
123,125
-2,437
-2% -$120K 0.99% 34
2018
Q4 		$5.79M Sell
125,562
-13,789
-10% -$706K 1.07% 32
2018
Q3 		$7.32M Sell
139,351
-2,187
-2% -$125K 1.11% 31
2018
Q2 		$7.85M Sell
141,538
-2,356
-2% -$126K 1.24% 28
2018
Q1 		$7.54M Sell
143,894
-3,282
-2% -$195K 1.18% 29
2017
Q4 		$8.93M Sell
147,176
-3,758
-2% -$212K 1.35% 26
2017
Q3 		$8.32M Sell
150,934
-44,609
-23% -$2.37M 1.29% 27
2017
Q2 		$10.8M Sell
195,543
-12,275
-6% -$658K 1.72% 22
2017
Q1 		$11.6M Sell
207,818
-15,143
-7% -$859K 1.81% 21
2016
Q4 		$12.3M Sell
222,961
-37,789
-14% -$1.9M 1.93% 19
2016
Q3 		$11.5M Sell
260,750
-33,785
-11% -$1.62M 1.7% 21
2016
Q2 		$13.9M Buy
294,535
+4,051
+1% +$198K 2.09% 18
2016
Q1 		$14M Buy
290,484
+9,311
+3% +$456K 2.08% 18
2015
Q4 		$15.3M Sell
281,173
-20,121
-7% -$1.09M 2.21% 18
2015
Q3 		$15.5M Sell
301,294
-16,435
-5% -$904K 2.23% 19
2015
Q2 		$17.9M Sell
317,729
-17,024
-5% -$949K 2.21% 17
2015
Q1 		$18.2M Sell
334,753
-16,008
-5% -$865K 2.13% 19
2014
Q4 		$19.2M Sell
350,761
-85,641
-20% -$4.53M 2.12% 16
2014
Q3 		$22.6M Sell
436,402
-7,701
-2% -$396K 2.42% 13
2014
Q2 		$23.3M Sell
444,103
-32,525
-7% -$1.63M 2.4% 13
2014
Q1 		$23.7M Sell
476,628
-14,740
-3% -$687K 2.41% 12
2013
Q4 		$22.3M Sell
491,368
-12,176
-2% -$526K 2.29% 14
2013
Q3 		$20.8M Sell
503,544
-28,658
-5% -$1.22M 2.27% 13
2013
Q2 		$22M Buy
+532,202
New +$20.7M 2.33% 12

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

Estabrook Capital Management's WFC Position: Q1 2026 in Review

Estabrook Capital Management reduced its Wells Fargo (WFC) stake by 0.54% in Q1 2026, selling an estimated $53.5K and leaving 115,384 shares worth $9.19M. The position accounts for 1.34% of the portfolio, ranked #22.

Estabrook Capital Management first reported a position in WFC in Q2 2013 and has held it in 52 quarters since. The position peaked at $23.7M in Q1 2014. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Estabrook Capital Management held 115,384 shares of Wells Fargo worth $9.19M as of Q1 2026.
  • Estabrook Capital Management sold 623 Wells Fargo shares in Q1 2026, an estimated $53.5K.
  • Wells Fargo made up 1.34% of Estabrook Capital Management's portfolio in Q1 2026, its #22 holding.
  • Estabrook Capital Management first reported a position in Wells Fargo in Q2 2013 and has held it in 52 quarters since.
  • Estabrook Capital Management's Wells Fargo position peaked at $23.7M in Q1 2014.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Estabrook Capital Management's 13F filing for Q1 2026, filed 14 May 2026.