Sanibel Captiva Trust Company’s Wells Fargo WFC Stock Holding History

Sanibel Captiva 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	$2.62M	Buy	32,947 +3,314	+11%	+$285K	0.07%	171
2025 Q4	$2.76M	Buy	29,633 +5,259	+22%	+$457K	0.08%	161
2025 Q3	$2.04M	Buy	24,374 +1,898	+8%	+$154K	0.06%	177
2025 Q2	$1.8M	Buy	22,476 +1,296	+6%	+$93.4K	0.06%	179
2025 Q1	$1.52M	Buy	21,180 +3,969	+23%	+$298K	0.05%	188
2024 Q4	$1.21M	Buy	17,211 +2,881	+20%	+$197K	0.04%	207
2024 Q3	$810K	Buy	14,330 +807	+6%	+$45.6K	0.03%	236
2024 Q2	$803K	Buy	13,523 +1,745	+15%	+$103K	0.03%	225
2024 Q1	$683K	Buy	11,778 +336	+3%	+$17.6K	0.02%	232
2023 Q4	$563K	Buy	+11,442	New	+$494K	0.02%	235

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

Sanibel Captiva Trust Company's WFC Position: Q1 2026 in Review

Sanibel Captiva Trust Company increased its Wells Fargo (WFC) stake by 11% in Q1 2026, buying an estimated $285K and bringing the position to 32,947 shares worth $2.62M. The position accounts for 0.07% of the portfolio, ranked #171.

Sanibel Captiva Trust Company first reported a position in WFC in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.76M in Q4 2025. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Sanibel Captiva Trust Company held 32,947 shares of Wells Fargo worth $2.62M as of Q1 2026.
Sanibel Captiva Trust Company bought 3,314 Wells Fargo shares in Q1 2026, an estimated $285K.
Wells Fargo made up 0.07% of Sanibel Captiva Trust Company's portfolio in Q1 2026, its #171 holding.
Sanibel Captiva Trust Company first reported a position in Wells Fargo in Q4 2023 and has held it in 10 quarters since.
Sanibel Captiva Trust Company's Wells Fargo position peaked at $2.76M in Q4 2025.
2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q1 2026, filed 15 May 2026.