Massachusetts Wealth Management / WFC
Massachusetts Wealth Management’s Wells Fargo & Co Position
Does Massachusetts Wealth Management own Wells Fargo & Co (WFC)? Yes — 33.0K shares worth $3M (+1.14% of its 13F portfolio) as of Q1 2026.
Position Value
$3M
Q1 2026
Shares
33.0K
% of Portfolio
+1.14%
Quarters Held
14
currently held
Position History WFC
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 33.0K | $3M | +1.14% |
| Q4 2025 | 33.0K | $3M | +1.43% |
| Q3 2025 | 32.7K | $3M | +1.36% |
| Q2 2025 | 32.3K | $3M | +1.46% |
| Q1 2025 | 32.1K | $2M | +1.58% |
| Q4 2024 | 32.5K | $2M | +1.41% |
| Q3 2024 | 31.3K | $2M | +1.11% |
| Q2 2024 | 31.5K | $2M | +1.26% |
| Q1 2024 | 31.6K | $2M | +1.29% |
| Q4 2023 | 31.0K | $2M | +1.23% |
| Q3 2023 | 32.1K | $1M | +1.20% |
| Q2 2023 | 32.3K | $1M | +1.32% |
| Q1 2023 | 30.4K | $1M | +1.17% |
| Q4 2022 | 30.5K | $1M | +1.38% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Massachusetts Wealth Management’s full portfolio or all institutional holders of WFC.