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Greenleaf Trust’s Wells Fargo WFC Stock Holding History

Greenleaf Trust’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 		$5.86M Buy
73,645
+232
+0.3% +$19.9K 0.06% 94
2025
Q4 		$6.84M Buy
73,413
+2,036
+3% +$177K 0.06% 84
2025
Q3 		$5.98M Sell
71,377
-1,129
-2% -$91.6K 0.05% 87
2025
Q2 		$5.81M Sell
72,506
-3,476
-5% -$251K 0.05% 92
2025
Q1 		$5.45M Buy
75,982
+1,829
+2% +$137K 0.05% 98
2024
Q4 		$5.21M Buy
74,153
+1,791
+2% +$122K 0.05% 102
2024
Q3 		$4.09M Sell
72,362
-1,605
-2% -$90.8K 0.04% 115
2024
Q2 		$4.39M Buy
73,967
+5,697
+8% +$336K 0.04% 106
2024
Q1 		$3.96M Sell
68,270
-2,296
-3% -$120K 0.04% 112
2023
Q4 		$3.47M Buy
70,566
+1,229
+2% +$53K 0.04% 118
2023
Q3 		$2.83M Buy
69,337
+5,600
+9% +$242K 0.03% 123
2023
Q2 		$2.72M Sell
63,737
-1,218
-2% -$49K 0.03% 130
2023
Q1 		$2.43M Buy
64,955
+6,400
+11% +$279K 0.03% 144
2022
Q4 		$2.42M Buy
58,555
+3,860
+7% +$171K 0.03% 141
2022
Q3 		$2.2M Buy
54,695
+10,211
+23% +$439K 0.03% 137
2022
Q2 		$1.74M Sell
44,484
-2,342
-5% -$103K 0.03% 148
2022
Q1 		$2.27M Buy
46,826
+2,579
+6% +$138K 0.03% 126
2021
Q4 		$2.12M Buy
44,247
+5,512
+14% +$271K 0.02% 132
2021
Q3 		$1.8M Buy
38,735
+2,470
+7% +$114K 0.02% 139
2021
Q2 		$1.64M Buy
36,265
+2,835
+8% +$127K 0.02% 150
2021
Q1 		$1.31M Buy
33,430
+11,899
+55% +$421K 0.02% 169
2020
Q4 		$650K Sell
21,531
-1,494
-6% -$38.7K 0.01% 267
2020
Q3 		$541K Sell
23,025
-700
-3% -$17.3K 0.01% 269
2020
Q2 		$607K Buy
23,725
+15,860
+202% +$434K 0.01% 240
2020
Q1 		$226K Sell
7,865
-46,925
-86% -$1.99M ﹤0.01% 400
2019
Q4 		$2.95M Buy
54,790
+7,463
+16% +$391K 0.05% 80
2019
Q3 		$2.39M Buy
47,327
+10,877
+30% +$512K 0.04% 89
2019
Q2 		$1.73M Sell
36,450
-8,699
-19% -$407K 0.03% 104
2019
Q1 		$2.18M Sell
45,149
-10,264
-19% -$505K 0.04% 89
2018
Q4 		$2.55M Sell
55,413
-6,718
-11% -$344K 0.05% 79
2018
Q3 		$3.27M Buy
62,131
+74
+0.1% +$4.22K 0.06% 72
2018
Q2 		$3.44M Buy
62,057
+9,992
+19% +$535K 0.07% 68
2018
Q1 		$2.73M Buy
52,065
+2,547
+5% +$151K 0.05% 78
2017
Q4 		$3M Buy
49,518
+3,354
+7% +$189K 0.06% 81
2017
Q3 		$2.55M Buy
46,164
+17,854
+63% +$949K 0.06% 86
2017
Q2 		$1.57M Buy
28,310
+1,309
+5% +$70.1K 0.04% 98
2017
Q1 		$1.5M Buy
27,001
+332
+1% +$18.8K 0.04% 87
2016
Q4 		$1.47M Sell
26,669
-6,853
-20% -$345K 0.04% 86
2016
Q3 		$1.48M Sell
33,522
-399,503
-92% -$19.1M 0.04% 79
2016
Q2 		$20.5M Sell
433,025
-56,882
-12% -$2.77M 0.52% 3
2016
Q1 		$23.7M Sell
489,907
-32,485
-6% -$1.59M 0.64% 3
2015
Q4 		$28.4M Buy
522,392
+4,678
+0.9% +$254K 0.86% 3
2015
Q3 		$26.6M Buy
517,714
+15,229
+3% +$837K 0.79% 3
2015
Q2 		$28.3M Buy
502,485
+11,112
+2% +$620K 0.82% 5
2015
Q1 		$26.7M Buy
491,373
+27,785
+6% +$1.5M 0.8% 5
2014
Q4 		$25.4M Buy
463,588
+1,664
+0.4% +$88.1K 0.74% 4
2014
Q3 		$24M Buy
461,924
+801
+0.2% +$41.2K 0.79% 4
2014
Q2 		$24.2M Buy
461,123
+562
+0.1% +$28.3K 0.77% 4
2014
Q1 		$22.9M Buy
460,561
+19,271
+4% +$898K 0.74% 4
2013
Q4 		$20M Buy
441,290
+7,404
+2% +$320K 0.69% 7
2013
Q3 		$17.9M Buy
433,886
+17,944
+4% +$766K 0.67% 7
2013
Q2 		$17.2M Buy
+415,942
New +$16.2M 0.67% 4

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

Greenleaf Trust's WFC Position: Q1 2026 in Review

Greenleaf Trust increased its Wells Fargo (WFC) stake by 0.32% in Q1 2026, buying an estimated $19.9K and bringing the position to 73,645 shares worth $5.86M. The position accounts for 0.06% of the portfolio, ranked #94.

Greenleaf Trust first reported a position in WFC in Q2 2013 and has held it in 52 quarters since. The position peaked at $28.4M in Q4 2015. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Greenleaf Trust held 73,645 shares of Wells Fargo worth $5.86M as of Q1 2026.
  • Greenleaf Trust bought 232 Wells Fargo shares in Q1 2026, an estimated $19.9K.
  • Wells Fargo made up 0.06% of Greenleaf Trust's portfolio in Q1 2026, its #94 holding.
  • Greenleaf Trust first reported a position in Wells Fargo in Q2 2013 and has held it in 52 quarters since.
  • Greenleaf Trust's Wells Fargo position peaked at $28.4M in Q4 2015.
  • 2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Greenleaf Trust's 13F filing for Q1 2026, filed 27 Apr 2026.