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Sabal Trust’s Wells Fargo WFC Stock Holding History

Sabal 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
2025
Q1 		$1.87M Buy
26,073
+5,545
+27% +$416K 0.1% 112
2024
Q4 		$1.44M Buy
20,528
+9,616
+88% +$657K 0.08% 124
2024
Q3 		$616K Buy
+10,912
New +$617K 0.03% 155
2020
Q3 		– Sell
-9,898
Closed -$253K – 143
2020
Q2 		$253K Sell
9,898
-16,486
-62% -$451K 0.02% 116
2020
Q1 		$757K Sell
26,384
-556,204
-95% -$23.6M 0.09% 73
2019
Q4 		$31.3M Buy
582,588
+158,098
+37% +$8.28M 2.49% 19
2019
Q3 		$21.4M Buy
424,490
+10,024
+2% +$472K 1.73% 33
2019
Q2 		$19.6M Buy
+414,466
New +$19.4M 1.73% 36
2016
Q4 		– Sell
-7,771
Closed -$345K – 124
2016
Q3 		$345K Sell
7,771
-421,579
-98% -$20.2M 0.04% 98
2016
Q2 		$20.3M Buy
429,350
+18,109
+4% +$883K 2.34% 27
2016
Q1 		$19.9M Buy
411,241
+10,361
+3% +$507K 2.36% 26
2015
Q4 		$21.8M Buy
400,880
+2,392
+0.6% +$130K 2.84% 11
2015
Q3 		$20.5M Buy
398,488
+11,687
+3% +$643K 2.86% 15
2015
Q2 		$21.8M Buy
386,801
+2,980
+0.8% +$166K 2.83% 9
2015
Q1 		$20.9M Buy
383,821
+9,227
+2% +$499K 2.74% 14
2014
Q4 		$20.5M Sell
374,594
-7,685
-2% -$407K 2.66% 14
2014
Q3 		$19.8M Sell
382,279
-2,057
-0.5% -$106K 2.66% 11
2014
Q2 		$20.2M Buy
384,336
+6,030
+2% +$303K 2.88% 11
2014
Q1 		$18.8M Buy
378,306
+3,864
+1% +$180K 2.66% 13
2013
Q4 		$17M Buy
374,442
+14,803
+4% +$639K 2.42% 23
2013
Q3 		$14.9M Buy
+359,639
New +$15.4M 2.31% 26

Other funds holding WFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sabal Trust's WFC Position: Q1 2025 in Review

Sabal Trust increased its Wells Fargo (WFC) stake by 27% in Q1 2025, buying an estimated $416K and bringing the position to 26,073 shares worth $1.87M. The position accounts for 0.1% of the portfolio, ranked #112.

Sabal Trust first reported a position in WFC in Q3 2013 and has held it in 21 quarters since. The position peaked at $31.3M in Q4 2019. 2,552 funds tracked by Wall St. Rank hold WFC as of Q1 2025.

  • Sabal Trust held 26,073 shares of Wells Fargo worth $1.87M as of Q1 2025.
  • Sabal Trust bought 5,545 Wells Fargo shares in Q1 2025, an estimated $416K.
  • Wells Fargo made up 0.1% of Sabal Trust's portfolio in Q1 2025, its #112 holding.
  • Sabal Trust first reported a position in Wells Fargo in Q3 2013 and has held it in 21 quarters since.
  • Sabal Trust's Wells Fargo position peaked at $31.3M in Q4 2019.
  • 2,552 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2025.

Based on Sabal Trust's 13F filing for Q1 2025, filed 23 Apr 2025.