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MassMutual Private Wealth & Trust’s Wells Fargo WFC Stock Holding History

MassMutual Private Wealth & Trust’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 		$1.9M Sell
22,982
-737
-3% -$59.2K 0.05% 199
2026
Q1 		$1.89M Sell
23,719
-4,363
-16% -$375K 0.05% 198
2025
Q4 		$2.62M Sell
28,082
-583
-2% -$50.6K 0.07% 174
2025
Q3 		$2.4M Sell
28,665
-598
-2% -$48.5K 0.06% 188
2025
Q2 		$2.34M Buy
29,263
+462
+2% +$33.3K 0.06% 190
2025
Q1 		$2.07M Sell
28,801
-3,003
-9% -$225K 0.06% 194
2024
Q4 		$2.23M Buy
31,804
+7,216
+29% +$493K 0.06% 187
2024
Q3 		$1.39M Sell
24,588
-776
-3% -$43.9K 0.04% 217
2024
Q2 		$1.51M Buy
25,364
+3,608
+17% +$213K 0.05% 211
2024
Q1 		$1.26M Buy
21,756
+266
+1% +$13.9K 0.04% 225
2023
Q4 		$1.06M Sell
21,490
-1,297
-6% -$56K 0.04% 230
2023
Q3 		$931K Buy
22,787
+1,594
+8% +$68.8K 0.03% 228
2023
Q2 		$905K Buy
21,193
+2,467
+13% +$99.3K 0.03% 229
2023
Q1 		$700K Sell
18,726
-2,494
-12% -$109K 0.03% 246
2022
Q4 		$876K Buy
21,220
+17,500
+470% +$775K 0.04% 228
2022
Q3 		$150K Buy
3,720
+742
+25% +$31.9K 0.01% 351
2022
Q2 		$117K Sell
2,978
-689
-19% -$30.2K 0.01% 370
2022
Q1 		$178K Sell
3,667
-964
-21% -$51.6K 0.01% 345
2021
Q4 		$222K Buy
4,631
+169
+4% +$8.32K 0.01% 342
2021
Q3 		$207K Buy
4,462
+1,998
+81% +$92.5K 0.01% 337
2021
Q2 		$112K Buy
2,464
+699
+40% +$31.2K ﹤0.01% 383
2021
Q1 		$69K Sell
1,765
-1,253
-42% -$44.4K ﹤0.01% 414
2020
Q4 		$91K Buy
3,018
+1,466
+94% +$38K ﹤0.01% 397
2020
Q3 		$36K Sell
1,552
-1,090
-41% -$26.9K ﹤0.01% 447
2020
Q2 		$68K Buy
2,642
+1,362
+106% +$37.3K ﹤0.01% 382
2020
Q1 		$37K Sell
1,280
-12,682
-91% -$539K ﹤0.01% 396
2019
Q4 		$751K Sell
13,962
-17,629
-56% -$923K 0.05% 224
2019
Q3 		$1.59M Buy
31,591
+3,869
+14% +$182K 0.11% 171
2019
Q2 		$1.31M Buy
27,722
+1,088
+4% +$50.9K 0.09% 181
2019
Q1 		$1.29M Sell
26,634
-18,745
-41% -$922K 0.09% 174
2018
Q4 		$2.09M Buy
45,379
+6,859
+18% +$351K 0.18% 131
2018
Q3 		$2.02M Buy
38,520
+1,037
+3% +$59.2K 0.15% 138
2018
Q2 		$2.08M Sell
37,483
-14
-0% -$750 0.17% 134
2018
Q1 		$1.97M Sell
37,497
-2,421
-6% -$144K 0.16% 134
2017
Q4 		$2.42M Sell
39,918
-1,246
-3% -$70.4K 0.2% 123
2017
Q3 		$2.27M Sell
41,164
-813
-2% -$43.2K 0.19% 129
2017
Q2 		$2.33M Sell
41,977
-1,318
-3% -$70.6K 0.21% 127
2017
Q1 		$2.41M Buy
43,295
+277
+0.6% +$15.7K 0.23% 125
2016
Q4 		$2.37M Buy
+43,018
New +$2.16M 0.29% 100
2016
Q2 		$8.77M Sell
185,297
-5,795
-3% -$283K 1.11% 15
2016
Q1 		$9.24M Sell
191,092
-23,273
-11% -$1.14M 1.25% 11
2015
Q4 		$11.7M Buy
214,365
+96,416
+82% +$5.24M 1.67% 10
2015
Q3 		$6.12M Buy
117,949
+8,473
+8% +$466K 1.29% 13
2015
Q2 		$5.75M Sell
109,476
-36,485
-25% -$2.03M 1.29% 12
2015
Q1 		$7.94M Buy
145,961
+66,711
+84% +$3.61M 1.31% 11
2014
Q4 		$4.34M Sell
79,250
-38,699
-33% -$2.05M 1.4% 11
2014
Q3 		$6.12M Buy
117,949
+58,246
+98% +$3M 1.22% 15
2014
Q2 		$3.14M Buy
59,703
+14,393
+32% +$724K 1.24% 11
2014
Q1 		$2.25M Buy
45,310
+23,670
+109% +$1.1M 1.32% 12
2013
Q4 		$982K Buy
+21,640
New +$935K 0.9% 25

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

MassMutual Private Wealth & Trust's WFC Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its Wells Fargo (WFC) stake by 3.1% in Q2 2026, selling an estimated $59.2K and leaving 22,982 shares worth $1.9M. The position accounts for 0.05% of the portfolio, ranked #199.

MassMutual Private Wealth & Trust first reported a position in WFC in Q4 2013 and has held it in 50 quarters since. The position peaked at $11.7M in Q4 2015. 988 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • MassMutual Private Wealth & Trust held 22,982 shares of Wells Fargo worth $1.9M as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 737 Wells Fargo shares in Q2 2026, an estimated $59.2K.
  • Wells Fargo made up 0.05% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #199 holding.
  • MassMutual Private Wealth & Trust first reported a position in Wells Fargo in Q4 2013 and has held it in 50 quarters since.
  • MassMutual Private Wealth & Trust's Wells Fargo position peaked at $11.7M in Q4 2015.
  • 988 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.