Welch & Forbes LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 105495 Boston, MA

Position in WFC

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$3,689,462

+$194,822 QoQ

Shares Held

44,645

+1.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#779

of 2,858 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 83% Shared 0% None 17%

Financial Services · as of Jun 30, 2026

Welch & Forbes LLC holds $275,270,392 across 6 Banks - Diversified names. WFC ranks #4 (1.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	645,494	$211,289,551
2	BAC	Bank Of America Corp /De/	957,307	$54,547,352
3	TD	Toronto Dominion Bank	43,217	$5,247,840
4	WFC	Wells Fargo & Company/Mn This page	44,645	$3,689,462
5	UBS	UBS Group AG	5,660	$280,509
6	C	Citigroup Inc	1,541	$215,678

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,689,462	44,645	+1.7%	Shares	Sole	2026-07-30
2026-03-31	$3,494,640	43,897	-1.8%	Shares	Sole	2026-05-01
2025-12-31	$4,167,717	44,718	+0.7%	Shares	Sole	2026-02-10
2025-09-30	$3,721,440	44,398	-2.4%	Shares	Sole	2025-11-04
2025-06-30	$3,645,940	45,506	-1.5%	Shares	Sole	2025-08-05
2025-03-31	$3,316,267	46,194	-0.4%	Shares	Sole	2025-05-02
2024-12-31	$3,256,537	46,363	+0.4%	Shares	Sole	2025-02-07
2024-09-30	$2,607,804	46,164	-3.7%	Shares	Sole	2024-11-04
2024-06-30	$2,846,325	47,926	-30.1%	Shares	Sole	2024-08-02
2024-03-31	$3,972,462	68,538	+0.7%	Shares	Sole	2024-05-03
2023-12-31	$3,348,535	68,032	-4.8%	Shares	Sole	2024-02-06
2023-09-30	$2,920,591	71,478	-2.7%	Shares	Sole	2023-11-03
2023-06-30	$3,135,955	73,476	+0.2%	Shares	Sole	2023-07-28
2023-03-31	$2,739,954	73,300	-1.1%	Shares	Sole	2023-04-14
2022-12-31	$3,060,167	74,114	-1.0%	Shares	Sole	2023-02-02
2022-09-30	$3,010,225	74,844	-2.2%	Shares	Sole	2022-10-31
2022-06-30	$2,996,896	76,510	-2.1%	Shares	Sole	2022-07-22
2022-03-31	$3,786,422	78,135	+3.0%	Shares	Sole	2022-04-25
2021-12-31	$3,640,914	75,884	-5.5%	Shares	Sole	2022-01-19
2021-09-30	$3,726,305	80,291	-8.0%	Shares	Sole	2021-10-13
2021-06-30	$3,951,144	87,241	-12.7%	Shares	Sole	2021-07-22
2021-03-31	$3,904,186	99,928	-4.4%	Shares	Sole	2021-04-14
2020-12-31	$3,154,926	104,537	-15.8%	Shares	Sole	2021-01-20
2020-09-30	$2,919,307	124,173	-61.0%	Shares	Sole	2020-10-23
2020-06-30	$8,142,668	318,073	-15.3%	Shares	Other	2020-07-15
2020-03-31	$10,773,750	375,392	—	Shares	Other	2020-04-17
No filing history on record for this holder in this stock.