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 Q2	$2.58M	Sell	31,186 -1,761	-5%	-$142K	0.06%	175
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sanibel Captiva Trust Company's WFC Position: Q2 2026 in Review

Sanibel Captiva Trust Company reduced its Wells Fargo (WFC) stake by 5.3% in Q2 2026, selling an estimated $142K and leaving 31,186 shares worth $2.58M. The position accounts for 0.06% of the portfolio, ranked #175.

Sanibel Captiva Trust Company first reported a position in WFC in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.76M in Q4 2025. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Sanibel Captiva Trust Company held 31,186 shares of Wells Fargo worth $2.58M as of Q2 2026.
Sanibel Captiva Trust Company sold 1,761 Wells Fargo shares in Q2 2026, an estimated $142K.
Wells Fargo made up 0.06% of Sanibel Captiva Trust Company's portfolio in Q2 2026, its #175 holding.
Sanibel Captiva Trust Company first reported a position in Wells Fargo in Q4 2023 and has held it in 11 quarters since.
Sanibel Captiva Trust Company's Wells Fargo position peaked at $2.76M in Q4 2025.
2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q2 2026, filed 27 Jul 2026.