S.A. Mason’s Wells Fargo WFC Stock Holding History

S.A. Mason’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	$998K	Hold	12,072	–	–	0.31%	75
2026 Q1	$961K	Hold	12,072	–	–	0.36%	70
2025 Q4	$1.13M	Hold	12,072	–	–	0.44%	61
2025 Q3	$1.01M	Buy	12,072 +4,936	+69%	+$400K	0.45%	57
2025 Q2	$572K	Buy	7,136 +33	+0.5%	+$2.38K	0.28%	83
2025 Q1	$510K	Hold	7,103	–	–	0.27%	88
2024 Q4	$499K	Hold	7,103	–	–	0.26%	91
2024 Q3	$401K	Hold	7,103	–	–	0.21%	107
2024 Q2	$422K	Hold	7,103	–	–	0.24%	97
2024 Q1	$412K	Buy	7,103 +167	+2%	+$8.74K	0.25%	102
2023 Q4	$341K	Hold	6,936	–	–	0.23%	114
2023 Q3	$283K	Sell	6,936 -1,700	-20%	-$73.4K	0.2%	121
2023 Q2	$323K	Hold	8,636	–	–	0.23%	115
2023 Q1	$323K	Hold	8,636	–	–	0.23%	115
2022 Q4	$357K	Sell	8,636 -500	-5%	-$22.1K	0.27%	103
2022 Q3	$367K	Hold	9,136	–	–	0.29%	98
2022 Q2	$358K	Sell	9,136 -170	-2%	-$7.46K	0.26%	104
2022 Q1	$451K	Hold	9,306	–	–	0.28%	94
2021 Q4	$447K	Sell	9,306 -38	-0.4%	-$1.87K	0.27%	99
2021 Q3	$434K	Hold	9,344	–	–	0.29%	98
2021 Q2	$423K	Hold	9,344	–	–	0.29%	95
2021 Q1	$365K	Buy	9,344 +4,936	+112%	+$175K	0.27%	101
2020 Q4	$133K	Hold	4,408	–	–	0.11%	166
2020 Q3	$104K	Sell	4,408 -100	-2%	-$2.46K	0.1%	166
2020 Q2	$115K	Buy	4,508 +100	+2%	+$2.74K	0.12%	157
2020 Q1	$127K	Hold	4,408	–	–	0.15%	137
2019 Q4	$237K	Buy	+4,408	New	+$231K	0.23%	113

Other funds holding WFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

S.A. Mason's WFC Position: Q2 2026 in Review

S.A. Mason held its Wells Fargo (WFC) position steady in Q2 2026 at 12,072 shares worth $998K. The position accounts for 0.31% of the portfolio, ranked #75.

S.A. Mason first reported a position in WFC in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.13M in Q4 2025. 2,875 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

S.A. Mason held 12,072 shares of Wells Fargo worth $998K as of Q2 2026.
S.A. Mason left its Wells Fargo share count unchanged in Q2 2026.
Wells Fargo made up 0.31% of S.A. Mason's portfolio in Q2 2026, its #75 holding.
S.A. Mason first reported a position in Wells Fargo in Q4 2019 and has held it in 27 quarters since.
S.A. Mason's Wells Fargo position peaked at $1.13M in Q4 2025.
2,875 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on S.A. Mason's 13F filing for Q2 2026, filed 31 Jul 2026.