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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
Q2 		– Sell
-26
Closed -$2.09K – 398
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MASECO Private Wealth's WFC Position: Q2 2026 in Review

MASECO Private Wealth sold out of Wells Fargo (WFC) in Q2 2026, closing a stake of 26 shares — an estimated $2.09K sold.

MASECO Private Wealth first reported a position in WFC in Q2 2025 and held it in 3 quarters. The position peaked at $11.5K in Q4 2025. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • MASECO Private Wealth reported no remaining Wells Fargo position as of Q2 2026 after selling out during the quarter.
  • MASECO Private Wealth sold 26 Wells Fargo shares in Q2 2026, an estimated $2.09K.
  • MASECO Private Wealth first reported a position in Wells Fargo in Q2 2025 and held it in 3 quarters.
  • MASECO Private Wealth's Wells Fargo position peaked at $11.5K in Q4 2025.
  • 2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on MASECO Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.