Evercore Wealth Management’s Wells Fargo WFC Stock Holding History

Evercore Wealth 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	$3.06M	Hold	38,475	–	–	0.05%	125
2025 Q4	$3.59M	Hold	38,475	–	–	0.05%	122
2025 Q3	$3.22M	Buy	38,475 +1,400	+4%	+$114K	0.05%	124
2025 Q2	$2.97M	Buy	37,075 +249	+0.7%	+$18K	0.05%	126
2025 Q1	$2.64M	Sell	36,826 -169	-0.5%	-$12.7K	0.04%	140
2024 Q4	$2.6M	Sell	36,995 -209	-0.6%	-$14.3K	0.04%	139
2024 Q3	$2.1M	Sell	37,204 -350	-0.9%	-$19.8K	0.03%	153
2024 Q2	$2.23M	Sell	37,554 -294	-0.8%	-$17.4K	0.04%	149
2024 Q1	$2.19M	Sell	37,848 -128	-0.3%	-$6.7K	0.03%	156
2023 Q4	$1.87M	Sell	37,976 -246	-0.6%	-$10.6K	0.03%	166
2023 Q3	$1.56M	Buy	38,222 +262	+0.7%	+$11.3K	0.03%	175
2023 Q2	$1.62M	Sell	37,960 -1,387	-4%	-$55.8K	0.03%	175
2023 Q1	$1.47M	Buy	39,347 +124	+0.3%	+$5.41K	0.03%	176
2022 Q4	$1.62M	Sell	39,223 -227	-0.6%	-$10K	0.03%	168
2022 Q3	$1.59M	Hold	39,450	–	–	0.04%	158
2022 Q2	$1.55M	Buy	39,450 +65	+0.2%	+$2.85K	0.03%	163
2022 Q1	$1.91M	Sell	39,385 -2,899	-7%	-$155K	0.03%	165
2021 Q4	$2.03M	Sell	42,284 -1,938	-4%	-$95.4K	0.03%	168
2021 Q3	$2.05M	Sell	44,222 -550	-1%	-$25.5K	0.04%	165
2021 Q2	$2.03M	Sell	44,772 -900	-2%	-$40.2K	0.04%	170
2021 Q1	$1.78M	Sell	45,672 -10,682	-19%	-$378K	0.04%	179
2020 Q4	$1.7M	Sell	56,354 -18,271	-24%	-$473K	0.04%	170
2020 Q3	$1.75M	Sell	74,625 -4,561	-6%	-$112K	0.04%	155
2020 Q2	$2.03M	Sell	79,186 -9,947	-11%	-$272K	0.05%	141
2020 Q1	$2.56M	Sell	89,133 -9,082	-9%	-$386K	0.08%	111
2019 Q4	$5.28M	Sell	98,215 -2,994	-3%	-$157K	0.14%	87
2019 Q3	$5.11M	Sell	101,209 -2,409	-2%	-$113K	0.15%	88
2019 Q2	$4.9M	Sell	103,618 -2,231	-2%	-$104K	0.15%	87
2019 Q1	$5.12M	Sell	105,849 -3,148	-3%	-$155K	0.16%	90
2018 Q4	$5.02M	Sell	108,997 -8,235	-7%	-$422K	0.19%	79
2018 Q3	$6.16M	Sell	117,232 -13,750	-10%	-$785K	0.2%	81
2018 Q2	$7.26M	Buy	130,982 +7,418	+6%	+$397K	0.25%	70
2018 Q1	$6.48M	Sell	123,564 -7,229	-6%	-$429K	0.25%	74
2017 Q4	$7.94M	Sell	130,793 -2,657	-2%	-$150K	0.3%	63
2017 Q3	$7.36M	Buy	133,450 +100	+0.1%	+$5.32K	0.29%	68
2017 Q2	$7.39M	Sell	133,350 -5,291	-4%	-$283K	0.29%	70
2017 Q1	$7.72M	Sell	138,641 -526	-0.4%	-$29.8K	0.3%	67
2016 Q4	$7.67M	Sell	139,167 -12,827	-8%	-$645K	0.32%	69
2016 Q3	$6.73M	Sell	151,994 -770	-0.5%	-$36.8K	0.28%	72
2016 Q2	$7.23M	Sell	152,764 -9,468	-6%	-$462K	0.32%	62
2016 Q1	$7.85M	Sell	162,232 -3,029	-2%	-$148K	0.35%	59
2015 Q4	$8.98M	Buy	165,261 +105	+0.1%	+$5.7K	0.42%	61
2015 Q3	$8.48M	Buy	165,156 +118	+0.1%	+$6.49K	0.41%	66
2015 Q2	$9.28M	Sell	165,038 -3,156	-2%	-$176K	0.42%	63
2015 Q1	$9.15M	Sell	168,194 -793	-0.5%	-$42.9K	0.42%	62
2014 Q4	$9.26M	Sell	168,987 -24,129	-12%	-$1.28M	0.46%	60
2014 Q3	$10M	Sell	193,116 -1,789	-0.9%	-$92K	0.5%	60
2014 Q2	$10.2M	Sell	194,905 -6,507	-3%	-$327K	0.53%	58
2014 Q1	$10M	Sell	201,412 -7,017	-3%	-$327K	0.56%	58
2013 Q4	$9.46M	Sell	208,429 -3,771	-2%	-$163K	0.52%	63
2013 Q3	$8.77M	Sell	212,200 -1,300	-0.6%	-$55.5K	0.5%	63
2013 Q2	$8.81M	Buy	+213,500	New	+$8.32M	0.5%	61

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

Evercore Wealth Management's WFC Position: Q1 2026 in Review

Evercore Wealth Management held its Wells Fargo (WFC) position steady in Q1 2026 at 38,475 shares worth $3.06M. The position accounts for 0.05% of the portfolio, ranked #125.

Evercore Wealth Management first reported a position in WFC in Q2 2013 and has held it in 52 quarters since. The position peaked at $10.2M in Q2 2014. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Evercore Wealth Management held 38,475 shares of Wells Fargo worth $3.06M as of Q1 2026.
Evercore Wealth Management left its Wells Fargo share count unchanged in Q1 2026.
Wells Fargo made up 0.05% of Evercore Wealth Management's portfolio in Q1 2026, its #125 holding.
Evercore Wealth Management first reported a position in Wells Fargo in Q2 2013 and has held it in 52 quarters since.
Evercore Wealth Management's Wells Fargo position peaked at $10.2M in Q2 2014.
2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.