Laird Norton Wetherby Trust Company’s Wells Fargo WFC Stock Holding History

Laird Norton Wetherby Trust Company’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	$6.2M	Sell	77,846 -7,909	-9%	-$679K	0.14%	119
2025 Q4	$7.99M	Buy	+85,755	New	+$7.44M	0.17%	91
2022 Q2	–	Sell	-15,768	Closed	-$764K	–	193
2022 Q1	$764K	Buy	15,768 +708	+5%	+$37.9K	0.07%	83
2021 Q4	$722K	Sell	15,060 -400	-3%	-$19.7K	0.07%	85
2021 Q3	$717K	Sell	15,460 -2,287	-13%	-$106K	0.07%	84
2021 Q2	$803K	Buy	17,747 +3,093	+21%	+$138K	0.08%	69
2021 Q1	$442K	Sell	14,654 -2,280	-13%	-$80.7K	0.05%	97
2020 Q4	$510K	Buy	+16,934	New	+$438K	0.06%	88

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

Laird Norton Wetherby Trust Company's WFC Position: Q1 2026 in Review

Laird Norton Wetherby Trust Company reduced its Wells Fargo (WFC) stake by 9.2% in Q1 2026, selling an estimated $679K and leaving 77,846 shares worth $6.2M. The position accounts for 0.14% of the portfolio, ranked #119.

Laird Norton Wetherby Trust Company first reported a position in WFC in Q4 2020 and has held it in 8 quarters since. The position peaked at $7.99M in Q4 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Laird Norton Wetherby Trust Company held 77,846 shares of Wells Fargo worth $6.2M as of Q1 2026.
Laird Norton Wetherby Trust Company sold 7,909 Wells Fargo shares in Q1 2026, an estimated $679K.
Wells Fargo made up 0.14% of Laird Norton Wetherby Trust Company's portfolio in Q1 2026, its #119 holding.
Laird Norton Wetherby Trust Company first reported a position in Wells Fargo in Q4 2020 and has held it in 8 quarters since.
Laird Norton Wetherby Trust Company's Wells Fargo position peaked at $7.99M in Q4 2025.
2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q1 2026, filed 15 May 2026.