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Evergreen Capital Management’s Wells Fargo WFC Stock Holding History

Evergreen 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 		$2.38M Sell
29,921
-30,470
-50% -$2.62M 0.05% 290
2025
Q4 		$5.63M Buy
60,391
+26,394
+78% +$2.29M 0.13% 171
2025
Q3 		$2.85M Buy
33,997
+3,959
+13% +$321K 0.07% 232
2025
Q2 		$2.41M Buy
30,038
+465
+2% +$33.5K 0.07% 241
2025
Q1 		$2.12M Buy
29,573
+2,407
+9% +$181K 0.07% 245
2024
Q4 		$1.91M Buy
27,166
+263
+1% +$18K 0.06% 260
2024
Q3 		$1.52M Sell
26,903
-2,475
-8% -$140K 0.05% 284
2024
Q2 		$1.74M Buy
29,378
+2,138
+8% +$126K 0.06% 246
2024
Q1 		$1.58M Sell
27,240
-1,558
-5% -$81.5K 0.06% 251
2023
Q4 		$1.42M Buy
28,798
+5,863
+26% +$253K 0.06% 256
2023
Q3 		$937K Buy
22,935
+69
+0.3% +$2.98K 0.04% 293
2023
Q2 		$976K Sell
22,866
-236
-1% -$9.5K 0.04% 289
2023
Q1 		$864K Buy
23,102
+456
+2% +$19.9K 0.04% 291
2022
Q4 		$935K Sell
22,646
-3,513
-13% -$155K 0.04% 286
2022
Q3 		$1.05M Buy
26,159
+3,729
+17% +$160K 0.06% 257
2022
Q2 		$879K Sell
22,430
-3,214
-13% -$141K 0.05% 265
2022
Q1 		$1.24M Buy
25,644
+2,490
+11% +$133K 0.05% 261
2021
Q4 		$1.11M Buy
23,154
+1,587
+7% +$78.1K 0.04% 270
2021
Q3 		$1M Buy
21,567
+10,072
+88% +$466K 0.05% 278
2021
Q2 		$521K Buy
11,495
+1,445
+14% +$64.5K 0.02% 333
2021
Q1 		$393K Sell
10,050
-676
-6% -$23.9K 0.02% 348
2020
Q4 		$324K Sell
10,726
-2,120
-17% -$54.9K 0.02% 332
2020
Q3 		$302K Sell
12,846
-2,900
-18% -$71.5K 0.02% 323
2020
Q2 		$403K Sell
15,746
-2,581
-14% -$70.6K 0.03% 265
2020
Q1 		$526K Sell
18,327
-9,285
-34% -$395K 0.05% 214
2019
Q4 		$1.49M Buy
27,612
+7,013
+34% +$367K 0.12% 145
2019
Q3 		$1.04M Sell
20,599
-1,546
-7% -$72.8K 0.1% 159
2019
Q2 		$1.05M Buy
22,145
+1,917
+9% +$89.6K 0.1% 159
2019
Q1 		$977K Sell
20,228
-149
-0.7% -$7.33K 0.1% 156
2018
Q4 		$939K Buy
20,377
+2,000
+11% +$102K 0.1% 156
2018
Q3 		$966K Buy
18,377
+19
+0.1% +$1.08K 0.09% 162
2018
Q2 		$1.02M Buy
18,358
+1,637
+10% +$87.7K 0.1% 149
2018
Q1 		$876K Sell
16,721
-62,050
-79% -$3.69M 0.08% 154
2017
Q4 		$4.78M Sell
78,771
-19,289
-20% -$1.09M 0.48% 58
2017
Q3 		$5.41M Buy
98,060
+8,408
+9% +$447K 0.63% 47
2017
Q2 		$4.97M Buy
89,652
+8,990
+11% +$482K 0.8% 39
2017
Q1 		$4.49M Sell
80,662
-11,655
-13% -$661K 0.94% 36
2016
Q4 		$5.09M Buy
92,317
+2,590
+3% +$130K 0.98% 31
2016
Q3 		$3.97M Buy
89,727
+32,575
+57% +$1.56M 0.78% 39
2016
Q2 		$2.71M Sell
57,152
-316
-0.5% -$15.4K 0.59% 51
2016
Q1 		$2.78M Sell
57,468
-810
-1% -$39.7K 0.64% 47
2015
Q4 		$3.17M Sell
58,278
-8,400
-13% -$456K 0.76% 40
2015
Q3 		$3.42M Buy
66,678
+2,975
+5% +$164K 0.89% 34
2015
Q2 		$3.58M Sell
63,703
-1,477
-2% -$82.3K 0.88% 38
2015
Q1 		$3.54M Sell
65,180
-920
-1% -$49.7K 0.78% 41
2014
Q4 		$3.43M Sell
66,100
-200
-0.3% -$10.6K 0.68% 49
2014
Q3 		$3.44M Buy
66,300
+705
+1% +$36.3K 0.67% 50
2014
Q2 		$3.45M Sell
65,595
-33,808
-34% -$1.7M 0.68% 51
2014
Q1 		$4.94M Sell
99,403
-28,372
-22% -$1.32M 0.99% 32
2013
Q4 		$5.8M Buy
127,775
+1,340
+1% +$57.9K 1.05% 35
2013
Q3 		$5.22M Sell
126,435
-88
-0.1% -$3.76K 0.84% 40
2013
Q2 		$5.22M Buy
+126,523
New +$4.93M 0.8% 45

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

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

Evergreen Capital Management reduced its Wells Fargo (WFC) stake by 50% in Q1 2026, selling an estimated $2.62M and leaving 29,921 shares worth $2.38M. The position accounts for 0.05% of the portfolio, ranked #290.

Evergreen Capital Management first reported a position in WFC in Q2 2013 and has held it in 52 quarters since. The position peaked at $5.8M in Q4 2013. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Evergreen Capital Management held 29,921 shares of Wells Fargo worth $2.38M as of Q1 2026.
  • Evergreen Capital Management sold 30,470 Wells Fargo shares in Q1 2026, an estimated $2.62M.
  • Wells Fargo made up 0.05% of Evergreen Capital Management's portfolio in Q1 2026, its #290 holding.
  • Evergreen Capital Management first reported a position in Wells Fargo in Q2 2013 and has held it in 52 quarters since.
  • Evergreen Capital Management's Wells Fargo position peaked at $5.8M in Q4 2013.
  • 2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

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