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HM Payson & Co’s Wells Fargo WFC Stock Holding History

HM Payson & Co’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
Q2 		$6.12M Sell
74,086
-6,191
-8% -$498K 0.08% 111
2026
Q1 		$6.39M Sell
80,277
-137,483
-63% -$11.8M 0.09% 102
2025
Q4 		$20.3M Sell
217,760
-944
-0.4% -$82K 0.29% 65
2025
Q3 		$18.3M Buy
218,704
+175,816
+410% +$14.3M 0.26% 64
2025
Q2 		$3.44M Sell
42,888
-1,439
-3% -$104K 0.05% 123
2025
Q1 		$3.18M Sell
44,327
-378
-0.8% -$28.4K 0.06% 130
2024
Q4 		$3.14M Buy
44,705
+450
+1% +$30.7K 0.05% 130
2024
Q3 		$2.5M Buy
44,255
+3,451
+8% +$195K 0.04% 142
2024
Q2 		$2.42M Hold
40,804
– – 0.04% 142
2024
Q1 		$2.37M Sell
40,804
-478
-1% -$25K 0.04% 144
2023
Q4 		$2.03M Sell
41,282
-1,558
-4% -$67.2K 0.04% 150
2023
Q3 		$1.75M Sell
42,840
-6,584
-13% -$284K 0.04% 152
2023
Q2 		$2.11M Sell
49,424
-300
-0.6% -$12.1K 0.05% 140
2023
Q1 		$1.86M Sell
49,724
-480
-1% -$20.9K 0.04% 147
2022
Q4 		$2.07M Sell
50,204
-9
-0% -$398 0.05% 136
2022
Q3 		$2.02M Sell
50,213
-3,926
-7% -$169K 0.06% 138
2022
Q2 		$2.12M Sell
54,139
-920
-2% -$40.4K 0.05% 140
2022
Q1 		$2.67M Sell
55,059
-768
-1% -$41.1K 0.06% 134
2021
Q4 		$2.68M Sell
55,827
-4,299
-7% -$212K 0.06% 145
2021
Q3 		$2.79M Sell
60,126
-432
-0.7% -$20K 0.07% 139
2021
Q2 		$2.74M Sell
60,558
-4,217
-7% -$188K 0.07% 143
2021
Q1 		$2.53M Sell
64,775
-2,391
-4% -$84.6K 0.07% 148
2020
Q4 		$2.03M Sell
67,166
-36,094
-35% -$934K 0.06% 153
2020
Q3 		$2.43M Sell
103,260
-51,256
-33% -$1.26M 0.07% 133
2020
Q2 		$3.96M Sell
154,516
-174,546
-53% -$4.78M 0.13% 103
2020
Q1 		$9.44M Sell
329,062
-31,538
-9% -$1.34M 0.37% 65
2019
Q4 		$19.4M Buy
360,600
+61,223
+20% +$3.21M 0.62% 52
2019
Q3 		$15.1M Sell
299,377
-34,460
-10% -$1.62M 0.53% 54
2019
Q2 		$15.8M Sell
333,837
-37,363
-10% -$1.75M 0.57% 55
2019
Q1 		$17.9M Buy
371,200
+369,325
+19,697% +$18.2M 0.69% 55
2018
Q4 		$86K Sell
1,875
-387,284
-100% -$19.8M 0.25% 72
2018
Q3 		$20.5M Sell
389,159
-49,502
-11% -$2.83M 0.92% 40
2018
Q2 		$24.3M Sell
438,661
-40,987
-9% -$2.2M 1.04% 32
2018
Q1 		$25.1M Sell
479,648
-176,668
-27% -$10.5M 1.04% 34
2017
Q4 		$39.8M Sell
656,316
-13,291
-2% -$751K 1.6% 15
2017
Q3 		$36.9M Sell
669,607
-26,650
-4% -$1.42M 1.59% 15
2017
Q2 		$38.6M Buy
696,257
+71
+0% +$3.8K 1.74% 16
2017
Q1 		$38.8M Sell
696,186
-4,410
-0.6% -$250K 1.77% 14
2016
Q4 		$38.6M Sell
700,596
-18,122
-3% -$911K 1.84% 12
2016
Q3 		$31.8M Buy
718,718
+3,995
+0.6% +$191K 1.55% 18
2016
Q2 		$33.8M Buy
714,723
+72,161
+11% +$3.52M 1.69% 15
2016
Q1 		$31.1M Buy
642,562
+29,949
+5% +$1.47M 1.62% 20
2015
Q4 		$33.3M Buy
612,613
+2,088
+0.3% +$113K 1.71% 17
2015
Q3 		$31.4M Buy
610,525
+1,986
+0.3% +$109K 1.7% 17
2015
Q2 		$34.2M Buy
608,539
+9,234
+2% +$515K 1.7% 16
2015
Q1 		$32.6M Buy
599,305
+1,506
+0.3% +$81.4K 1.63% 19
2014
Q4 		$32.8M Buy
597,799
+6,040
+1% +$320K 1.62% 17
2014
Q3 		$30.7M Buy
591,759
+7,599
+1% +$391K 1.57% 18
2014
Q2 		$30.7M Buy
584,160
+4,129
+0.7% +$208K 1.58% 20
2014
Q1 		$28.9M Sell
580,031
-1,183
-0.2% -$55.1K 1.53% 19
2013
Q4 		$26.4M Buy
581,214
+41,888
+8% +$1.81M 1.41% 20
2013
Q3 		$22.3M Buy
539,326
+15,425
+3% +$658K 1.29% 22
2013
Q2 		$21.6M Buy
+523,901
New +$20.4M 1.3% 21

Other funds holding WFC

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
DJC
Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

HM Payson & Co's WFC Position: Q2 2026 in Review

HM Payson & Co reduced its Wells Fargo (WFC) stake by 7.7% in Q2 2026, selling an estimated $498K and leaving 74,086 shares worth $6.12M. The position accounts for 0.08% of the portfolio, ranked #111.

HM Payson & Co first reported a position in WFC in Q2 2013 and has held it in 53 quarters since. The position peaked at $39.8M in Q4 2017. 926 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • HM Payson & Co held 74,086 shares of Wells Fargo worth $6.12M as of Q2 2026.
  • HM Payson & Co sold 6,191 Wells Fargo shares in Q2 2026, an estimated $498K.
  • Wells Fargo made up 0.08% of HM Payson & Co's portfolio in Q2 2026, its #111 holding.
  • HM Payson & Co first reported a position in Wells Fargo in Q2 2013 and has held it in 53 quarters since.
  • HM Payson & Co's Wells Fargo position peaked at $39.8M in Q4 2017.
  • 926 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.