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Spinnaker Trust’s Wells Fargo WFC Stock Holding History

Spinnaker 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
2018
Q1 		– Sell
-188,166
Closed -$11.4M – 223
2017
Q4 		$11.4M Buy
188,166
+6,482
+4% +$366K 1.32% 14
2017
Q3 		$10M Buy
+181,684
New +$9.66M 1.25% 14

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

Spinnaker Trust's WFC Position: Q1 2026 in Review

Spinnaker Trust held its Wells Fargo (WFC) position steady in Q1 2026 at 7,407 shares worth $590K. The position accounts for 0.03% of the portfolio, ranked #191.

Spinnaker Trust first reported a position in WFC in Q2 2013 and has held it in 52 quarters since. The position peaked at $11.4M in Q4 2017. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Spinnaker Trust held 7,407 shares of Wells Fargo worth $590K as of Q1 2026.
  • Spinnaker Trust left its Wells Fargo share count unchanged in Q1 2026.
  • Wells Fargo made up 0.03% of Spinnaker Trust's portfolio in Q1 2026, its #191 holding.
  • Spinnaker Trust first reported a position in Wells Fargo in Q2 2013 and has held it in 52 quarters since.
  • Spinnaker Trust's Wells Fargo position peaked at $11.4M in Q4 2017.
  • 2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Spinnaker Trust's 13F filing for Q1 2026, filed 23 Apr 2026.