Mascoma Wealth Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $34.5K | Buy |
417
+38
| +10% | +$3.05K | 0.01% | 214 |
|
|
2026
Q1 | $30.2K | Sell |
379
-38
| -9% | -$3.26K | 0.01% | 229 |
|
|
2025
Q4 | $38.9K | Buy |
417
+38
| +10% | +$3.3K | 0.01% | 206 |
|
|
2025
Q3 | $31.8K | Hold |
379
| – | – | 0.01% | 229 |
|
|
2025
Q2 | $30.4K | Hold |
379
| – | – | 0.01% | 231 |
|
|
2025
Q1 | $27.2K | Hold |
379
| – | – | 0.01% | 236 |
|
|
2024
Q4 | $26.6K | Hold |
379
| – | – | 0.01% | 254 |
|
|
2024
Q3 | $21.4K | Sell |
379
-302
| -44% | -$17.1K | 0.01% | 257 |
|
|
2024
Q2 | $40.4K | Hold |
681
| – | – | 0.01% | 213 |
|
|
2024
Q1 | $39.5K | Sell |
681
-600
| -47% | -$31.4K | 0.01% | 200 |
|
|
2023
Q4 | $63.1K | Sell |
1,281
-124
| -9% | -$5.35K | 0.02% | 171 |
|
|
2023
Q3 | $57.4K | Buy |
1,405
+124
| +10% | +$5.35K | 0.02% | 177 |
|
|
2023
Q2 | $57K | Sell |
1,281
-33
| -3% | -$1.33K | 0.02% | 181 |
|
|
2023
Q1 | $52.2K | Hold |
1,314
| – | – | 0.02% | 226 |
|
|
2022
Q4 | $54.3K | Sell |
1,314
-575
| -30% | -$25.5K | 0.02% | 219 |
|
|
2022
Q3 | $76K | Sell |
1,889
-112
| -6% | -$4.81K | 0.03% | 194 |
|
|
2022
Q2 | $78K | Sell |
2,001
-34
| -2% | -$1.49K | 0.03% | 198 |
|
|
2022
Q1 | $99K | Buy |
2,035
+313
| +18% | +$16.8K | 0.03% | 186 |
|
|
2021
Q4 | $83K | Hold |
1,722
| – | – | 0.03% | 179 |
|
|
2021
Q3 | $80K | Buy |
+1,722
| New | +$79.7K | 0.03% | 171 |
|
|
2021
Q2 | – | Sell |
-1,689
| Closed | -$66K | – | 429 |
|
|
2021
Q1 | $66K | Buy |
+1,689
| New | +$59.8K | 0.03% | 181 |
|
|
2019
Q3 | – | Sell |
-1,464
| Closed | -$69K | – | 340 |
|
|
2019
Q2 | $69K | Hold |
1,464
| – | – | 0.04% | 137 |
|
|
2019
Q1 | $71K | Hold |
1,464
| – | – | 0.05% | 129 |
|
|
2018
Q4 | $67K | Sell |
1,464
-550
| -27% | -$28.2K | 0.05% | 127 |
|
|
2018
Q3 | $106K | Hold |
2,014
| – | – | 0.07% | 119 |
|
|
2018
Q2 | $112K | Buy |
2,014
+600
| +42% | +$32.1K | 0.08% | 103 |
|
|
2018
Q1 | $74K | Sell |
1,414
-500
| -26% | -$29.7K | 0.05% | 124 |
|
|
2017
Q4 | $123K | Buy |
1,914
+252
| +15% | +$14.2K | 0.08% | 92 |
|
|
2017
Q3 | $92K | Sell |
1,662
-320
| -16% | -$17K | 0.06% | 118 |
|
|
2017
Q2 | $110K | Sell |
1,982
-300
| -13% | -$16.1K | 0.07% | 107 |
|
|
2017
Q1 | $127K | Sell |
2,282
-407
| -15% | -$23.1K | 0.09% | 87 |
|
|
2016
Q4 | $148K | Buy |
+2,689
| New | +$135K | 0.11% | 82 |
|
Other funds holding WFC
Mascoma Wealth Management's WFC Position: Q2 2026 in Review
Mascoma Wealth Management increased its Wells Fargo (WFC) stake by 10% in Q2 2026, buying an estimated $3.05K and bringing the position to 417 shares worth $34.5K. The position accounts for 0.01% of the portfolio, ranked #214.
Mascoma Wealth Management first reported a position in WFC in Q4 2016 and has held it in 32 quarters since. The position peaked at $148K in Q4 2016. 2,853 funds tracked by Wall St. Rank hold WFC as of Q2 2026.
- Mascoma Wealth Management held 417 shares of Wells Fargo worth $34.5K as of Q2 2026.
- Mascoma Wealth Management bought 38 Wells Fargo shares in Q2 2026, an estimated $3.05K.
- Wells Fargo made up 0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #214 holding.
- Mascoma Wealth Management first reported a position in Wells Fargo in Q4 2016 and has held it in 32 quarters since.
- Mascoma Wealth Management's Wells Fargo position peaked at $148K in Q4 2016.
- 2,853 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.
Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.