Grassi Investment Management / WFC
Grassi Investment Management’s Wells Fargo & Co Position
Does Grassi Investment Management own Wells Fargo & Co (WFC)? Yes — 185.4K shares worth $15M (+1.18% of its 13F portfolio) as of Q2 2025, up from 185.4K shares the prior filed quarter.
Position Value
$15M
Q2 2025
Shares
185.4K
% of Portfolio
+1.18%
Quarters Held
27
currently held
Position History WFC
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q2 2025 | 185.4K | $15M | +1.18% |
| Q1 2025 | 185.4K | $13M | +1.23% |
| Q4 2024 | 186.6K | $13M | +1.12% |
| Q3 2024 | 192.1K | $11M | +0.94% |
| Q2 2024 | 193.0K | $11M | +1.02% |
| Q1 2024 | 194.0K | $11M | +1.02% |
| Q4 2023 | 194.0K | $10M | +1.00% |
| Q3 2023 | 196.0K | $8M | +0.92% |
| Q2 2023 | 197.0K | $8M | +0.93% |
| Q1 2023 | 196.2K | $7M | +0.91% |
| Q4 2022 | 166.9K | $7M | +0.93% |
| Q3 2022 | 169.1K | $7M | +0.99% |
| Q2 2022 | 168.0K | $7M | +0.87% |
| Q1 2022 | 166.2K | $8M | +0.84% |
| Q4 2021 | 164.9K | $8M | +0.79% |
| Q3 2021 | 164.1K | $8M | +0.86% |
| Q2 2021 | 154.8K | $7M | +0.76% |
| Q1 2021 | 154.8K | $6M | +0.69% |
| Q4 2020 | 125.0K | $4M | +0.48% |
| Q3 2020 | 72.3K | $2M | +0.24% |
| Q2 2020 | 71.7K | $2M | +0.26% |
| Q1 2020 | 72.0K | $2M | +0.36% |
| Q4 2019 | 72.0K | $4M | +0.52% |
| Q3 2019 | 72.0K | $4M | +0.54% |
| Q2 2019 | 72.0K | $3M | +0.50% |
| Q1 2019 | 115.0K | $6M | +0.82% |
| Q4 2018 | 122.8K | $6M | +0.97% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Grassi Investment Management’s full portfolio or all institutional holders of WFC.