Stonebridge Capital Advisors’s Wells Fargo WFC Stock Holding History

Stonebridge Capital Advisors’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	$3.39M	Sell	42,617 -288	-0.7%	-$24.7K	0.24%	73
2025 Q4	$4M	Sell	42,905 -5,564	-11%	-$483K	0.28%	69
2025 Q3	$4.06M	Sell	48,469 -1,350	-3%	-$109K	0.29%	67
2025 Q2	$3.99M	Sell	49,819 -849	-2%	-$61.2K	0.3%	67
2025 Q1	$3.64M	Sell	50,668 -784	-2%	-$58.9K	0.3%	64
2024 Q4	$3.61M	Sell	51,452 -1,625	-3%	-$111K	0.29%	65
2024 Q3	$3M	Sell	53,077 -774	-1%	-$43.8K	0.24%	69
2024 Q2	$3.2M	Sell	53,851 -322	-0.6%	-$19K	0.28%	69
2024 Q1	$3.14M	Sell	54,173 -1,753	-3%	-$91.7K	0.28%	72
2023 Q4	$2.75M	Sell	55,926 -56	-0.1%	-$2.42K	0.28%	76
2023 Q3	$2.29M	Sell	55,982 -694	-1%	-$30K	0.25%	81
2023 Q2	$2.42M	Sell	56,676 -519	-0.9%	-$20.9K	0.26%	82
2023 Q1	$2.14M	Sell	57,195 -50	-0.1%	-$2.18K	0.24%	86
2022 Q4	$2.36M	Sell	57,245 -1,160	-2%	-$51.3K	0.28%	84
2022 Q3	$2.35M	Sell	58,405 -1,918	-3%	-$82.4K	0.3%	79
2022 Q2	$2.36M	Sell	60,323 -65	-0.1%	-$2.85K	0.29%	82
2022 Q1	$2.93M	Sell	60,388 -1,586	-3%	-$84.9K	0.32%	79
2021 Q4	$2.97M	Sell	61,974 -2,603	-4%	-$128K	0.33%	74
2021 Q3	$3M	Sell	64,577 -66,071	-51%	-$3.06M	0.36%	75
2021 Q2	$5.51M	Buy	130,648 +64,633	+98%	+$2.89M	0.35%	80
2021 Q1	$2.58M	Buy	66,015 +1,299	+2%	+$46K	0.34%	81
2020 Q4	$1.95M	Buy	64,716 +740	+1%	+$19.2K	0.3%	90
2020 Q3	$1.5M	Hold	63,976	–	–	0.27%	89
2020 Q2	$1.64M	Buy	63,976 +1,511	+2%	+$41.3K	0.3%	85
2020 Q1	$1.79M	Buy	62,465 +868	+1%	+$36.9K	0.38%	76
2019 Q4	$3.31M	Buy	61,597 +837	+1%	+$43.8K	0.54%	62
2019 Q3	$3.06M	Buy	60,760 +520	+0.9%	+$24.5K	0.53%	63
2019 Q2	$2.85M	Buy	60,240 +335	+0.6%	+$15.7K	0.51%	62
2019 Q1	$2.9M	Sell	59,905 -80	-0.1%	-$3.94K	0.54%	64
2018 Q4	$2.76M	Sell	59,985 -1,445	-2%	-$74K	0.64%	56
2018 Q3	$3.23M	Sell	61,430 -214	-0.3%	-$12.2K	0.65%	56
2018 Q2	$3.42M	Buy	61,644 +274	+0.4%	+$14.7K	0.74%	55
2018 Q1	$3.22M	Sell	61,370 -300	-0.5%	-$17.8K	0.74%	56
2017 Q4	$3.74M	Buy	61,670 +620	+1%	+$35K	0.86%	51
2017 Q3	$3.37M	Sell	61,050 -478	-0.8%	-$25.4K	0.83%	49
2017 Q2	$3.41M	Buy	61,528 +990	+2%	+$53K	0.89%	50
2017 Q1	$3.37M	Buy	60,538 +330	+0.5%	+$18.7K	0.92%	47
2016 Q4	$3.32M	Sell	60,208 -14,800	-20%	-$744K	0.98%	40
2016 Q3	$3.32M	Buy	75,008 +3,046	+4%	+$146K	1.04%	35
2016 Q2	$3.41M	Buy	71,962 +9,190	+15%	+$448K	1.16%	28
2016 Q1	$3.04M	Buy	62,772 +2,061	+3%	+$101K	1.07%	30
2015 Q4	$3.3M	Buy	60,711 +868	+1%	+$47.1K	1.21%	27
2015 Q3	$3.07M	Sell	59,843 -271	-0.5%	-$14.9K	1.24%	28
2015 Q2	$3.38M	Buy	60,114 +236	+0.4%	+$13.2K	1.3%	24
2015 Q1	$3.26M	Buy	59,878 +10,330	+21%	+$558K	1.26%	24
2014 Q4	$2.72M	Buy	49,548 +42	+0.1%	+$2.22K	1.12%	32
2014 Q3	$2.57M	Buy	49,506 +1,124	+2%	+$57.8K	1.13%	31
2014 Q2	$2.54M	Buy	48,382 +6	+0%	+$302	1.15%	30
2014 Q1	$2.41M	Buy	48,376 +306	+0.6%	+$14.3K	1.18%	31
2013 Q4	$2.18M	Buy	+48,070	New	+$2.08M	1.12%	29

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

Stonebridge Capital Advisors's WFC Position: Q1 2026 in Review

Stonebridge Capital Advisors reduced its Wells Fargo (WFC) stake by 0.67% in Q1 2026, selling an estimated $24.7K and leaving 42,617 shares worth $3.39M. The position accounts for 0.24% of the portfolio, ranked #73.

Stonebridge Capital Advisors first reported a position in WFC in Q4 2013 and has held it in 50 quarters since. The position peaked at $5.51M in Q2 2021. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Stonebridge Capital Advisors held 42,617 shares of Wells Fargo worth $3.39M as of Q1 2026.
Stonebridge Capital Advisors sold 288 Wells Fargo shares in Q1 2026, an estimated $24.7K.
Wells Fargo made up 0.24% of Stonebridge Capital Advisors's portfolio in Q1 2026, its #73 holding.
Stonebridge Capital Advisors first reported a position in Wells Fargo in Q4 2013 and has held it in 50 quarters since.
Stonebridge Capital Advisors's Wells Fargo position peaked at $5.51M in Q2 2021.
2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Stonebridge Capital Advisors's 13F filing for Q1 2026, filed 14 May 2026.