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Mattson Financial Services’s Wells Fargo WFC Stock Holding History

Mattson Financial Services’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 		$1.08M Buy
12,242
+774
+7% +$62.2K 0.23% 123
2026
Q1 		$913K Buy
11,468
+683
+6% +$58.7K 0.22% 121
2025
Q4 		$1.01M Sell
10,785
-689
-6% -$59.8K 0.23% 114
2025
Q3 		$962K Buy
+11,474
New +$930K 0.23% 111
2025
Q1 		– Sell
-100
Closed -$5.65K – 431
2024
Q4 		$5.65K Sell
100
-319
-76% -$21.8K ﹤0.01% 281
2024
Q3 		$24.9K Hold
419
– – 0.01% 185
2024
Q2 		$24.9K Buy
+419
New +$24.7K 0.01% 185

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 $3.37T AUM 44.26% 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

Mattson Financial Services's WFC Position: Q2 2026 in Review

Mattson Financial Services increased its Wells Fargo (WFC) stake by 6.7% in Q2 2026, buying an estimated $62.2K and bringing the position to 12,242 shares worth $1.08M. The position accounts for 0.23% of the portfolio, ranked #123.

Mattson Financial Services first reported a position in WFC in Q2 2024 and has held it in 7 quarters since. 2,878 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Mattson Financial Services held 12,242 shares of Wells Fargo worth $1.08M as of Q2 2026.
  • Mattson Financial Services bought 774 Wells Fargo shares in Q2 2026, an estimated $62.2K.
  • Wells Fargo made up 0.23% of Mattson Financial Services's portfolio in Q2 2026, its #123 holding.
  • Mattson Financial Services first reported a position in Wells Fargo in Q2 2024 and has held it in 7 quarters since.
  • 2,878 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Mattson Financial Services's 13F filing for Q2 2026, filed 4 Aug 2026.