BOSTON FAMILY OFFICE LLC
Family OfficePosition in WFC — Wells Fargo & Company/Mn
CIK 1039807
BOSTON, MA
Position in WFC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$293,206
+$10,750 QoQ
Shares Held
3,548
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,215
of 2,859 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026BOSTON FAMILY OFFICE LLC holds $17,985,044 across 5 Banks - Diversified names. WFC ranks #4 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
45,858 | $15,010,699 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
12,888 | $1,863,733 | |
| 3 | BAC |
Bank Of America Corp /De/
|
10,309 | $587,406 | |
| 4 | WFC |
Wells Fargo & Company/Mn
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|
3,548 | $293,206 | |
| 5 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
2,000 | $230,000 |
All Filings in WFC
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $293,206 | 3,548 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $282,456 | 3,548 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $319,023 | 3,423 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $303,679 | 3,623 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $290,274 | 3,623 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $260,095 | 3,623 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $254,479 | 3,623 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $204,663 | 3,623 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $219,624 | 3,698 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $214,336 | 3,698 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $231,235 | 4,698 | Shares | Sole | 2024-02-12 | |
| 2023-06-30 | $200,510 | 4,698 | Shares | Sole | 2023-08-14 | |
| 2022-09-30 | $205,403 | 5,107 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $201,020 | 5,132 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $249,908 | 5,157 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $247,432 | 5,157 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $239,336 | 5,157 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $245,335 | 5,417 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $211,642 | 5,417 | Shares | Sole | 2021-05-07 | |
| 2020-06-30 | $211,353 | 8,256 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $253,679 | 8,839 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||