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MASECO Private Wealth’s Wells Fargo WFC Stock Holding History

MASECO Private Wealth’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 		$2.09K Sell
26
-97
-79% -$8.33K ﹤0.01% 344
2025
Q4 		$11.5K Buy
+123
New +$10.7K ﹤0.01% 326
2025
Q3 		– Sell
-68
Closed -$5.43K – 527
2025
Q2 		$5.43K Buy
+68
New +$4.9K ﹤0.01% 389

Other funds holding WFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MASECO Private Wealth's WFC Position: Q1 2026 in Review

MASECO Private Wealth reduced its Wells Fargo (WFC) stake by 79% in Q1 2026, selling an estimated $8.33K and leaving 26 shares worth $2.09K. The position accounts for ﹤0.01% of the portfolio, ranked #344.

MASECO Private Wealth first reported a position in WFC in Q2 2025 and has held it in 3 quarters since. The position peaked at $11.5K in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • MASECO Private Wealth held 26 shares of Wells Fargo worth $2.09K as of Q1 2026.
  • MASECO Private Wealth sold 97 Wells Fargo shares in Q1 2026, an estimated $8.33K.
  • Wells Fargo made up ﹤0.01% of MASECO Private Wealth's portfolio in Q1 2026, its #344 holding.
  • MASECO Private Wealth first reported a position in Wells Fargo in Q2 2025 and has held it in 3 quarters since.
  • MASECO Private Wealth's Wells Fargo position peaked at $11.5K in Q4 2025.
  • 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on MASECO Private Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.