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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

S.A. Mason's WFC Position: Q1 2026 in Review

S.A. Mason held its Wells Fargo (WFC) position steady in Q1 2026 at 12,072 shares worth $961K. The position accounts for 0.36% of the portfolio, ranked #70.

S.A. Mason first reported a position in WFC in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.13M in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

S.A. Mason held 12,072 shares of Wells Fargo worth $961K as of Q1 2026.
S.A. Mason left its Wells Fargo share count unchanged in Q1 2026.
Wells Fargo made up 0.36% of S.A. Mason's portfolio in Q1 2026, its #70 holding.
S.A. Mason first reported a position in Wells Fargo in Q4 2019 and has held it in 26 quarters since.
S.A. Mason's Wells Fargo position peaked at $1.13M in Q4 2025.
2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on S.A. Mason's 13F filing for Q1 2026, filed 27 Apr 2026.