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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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Spinnaker Trust's WFC Position: Q2 2026 in Review

Spinnaker Trust increased its Wells Fargo (WFC) stake by 1.4% in Q2 2026, buying an estimated $8.28K and bringing the position to 7,510 shares worth $621K. The position accounts for 0.03% of the portfolio, ranked #197.

Spinnaker Trust first reported a position in WFC in Q2 2013 and has held it in 53 quarters since. The position peaked at $11.4M in Q4 2017. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Spinnaker Trust held 7,510 shares of Wells Fargo worth $621K as of Q2 2026.
  • Spinnaker Trust bought 103 Wells Fargo shares in Q2 2026, an estimated $8.28K.
  • Wells Fargo made up 0.03% of Spinnaker Trust's portfolio in Q2 2026, its #197 holding.
  • Spinnaker Trust first reported a position in Wells Fargo in Q2 2013 and has held it in 53 quarters since.
  • Spinnaker Trust's Wells Fargo position peaked at $11.4M in Q4 2017.
  • 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Spinnaker Trust's 13F filing for Q2 2026, filed 3 Aug 2026.