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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
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 $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

Mattson Financial Services's WFC Position: Q1 2026 in Review

Mattson Financial Services increased its Wells Fargo (WFC) stake by 6.3% in Q1 2026, buying an estimated $58.7K and bringing the position to 11,468 shares worth $913K. The position accounts for 0.22% of the portfolio, ranked #121.

Mattson Financial Services first reported a position in WFC in Q2 2024 and has held it in 6 quarters since. The position peaked at $1.01M in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Mattson Financial Services held 11,468 shares of Wells Fargo worth $913K as of Q1 2026.
  • Mattson Financial Services bought 683 Wells Fargo shares in Q1 2026, an estimated $58.7K.
  • Wells Fargo made up 0.22% of Mattson Financial Services's portfolio in Q1 2026, its #121 holding.
  • Mattson Financial Services first reported a position in Wells Fargo in Q2 2024 and has held it in 6 quarters since.
  • Mattson Financial Services's Wells Fargo position peaked at $1.01M in Q4 2025.
  • 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Mattson Financial Services's 13F filing for Q1 2026, filed 11 May 2026.