NORTHEAST INVESTMENT MANAGEMENT

Position in WFC — Wells Fargo & Company/Mn

CIK 1082215 BOSTON, MA

Position in WFC

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$661,037

-$566,389 QoQ

Shares Held

7,999

-48.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,622

of 2,858 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 95% Shared 0% None 5%

Financial Services · as of Jun 30, 2026

NORTHEAST INVESTMENT MANAGEMENT holds $72,633,293 across 4 Banks - Diversified names. WFC ranks #3 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	194,762	$63,751,445
2	BAC	Bank Of America Corp /De/	138,621	$7,898,624
3	WFC	Wells Fargo & Company/Mn This page	7,999	$661,037
4	C	Citigroup Inc	2,302	$322,187

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$661,037	7,999	-48.1%	Shares	Sole	2026-07-16
2026-03-31	$1,227,426	15,418	-24.5%	Shares	Sole	2026-04-21
2025-12-31	$1,902,957	20,418	+71.3%	Shares	Sole	2026-02-04
2025-09-30	$998,966	11,918	0.0%	Shares	Sole	2025-11-07
2025-06-30	$954,870	11,918	+41.6%	Shares	Sole	2025-07-29
2025-03-31	$604,328	8,418	-0.0%	Shares	Sole	2025-04-15
2024-12-31	$591,420	8,420	0.0%	Shares	Sole	2025-01-28
2024-09-30	$475,645	8,420	-3.6%	Shares	Sole	2024-10-29
2024-06-30	$518,771	8,735	0.0%	Shares	Sole	2024-07-26
2024-03-31	$506,280	8,735	0.0%	Shares	Sole	2024-05-01
2023-12-31	$429,936	8,735	0.0%	Shares	Sole	2024-02-09
2023-09-30	$356,912	8,735	-7.9%	Shares	Sole	2023-11-08
2023-06-30	$404,819	9,485	-21.1%	Shares	Sole	2023-07-28
2023-03-31	$449,083	12,014	0.0%	Shares	Sole	2023-04-28
2022-12-31	$496,058	12,014	-25.1%	Shares	Sole	2023-01-27
2022-09-30	$645,329	16,045	0.0%	Shares	Sole	2022-10-28
2022-06-30	$628,482	16,045	-8.4%	Shares	Sole	2022-08-05
2022-03-31	$849,164	17,523	+18.5%	Shares	Sole	2022-05-04
2021-12-31	$709,384	14,785	+31.0%	Shares	Sole	2022-02-07
2021-09-30	$523,736	11,285	0.0%	Shares	Sole	2021-11-08
2021-06-30	$511,097	11,285	+24.2%	Shares	Sole	2021-08-05
2021-03-31	$354,950	9,085	-39.8%	Shares	Sole	2021-05-11
2020-12-31	$455,265	15,085	-2.6%	Shares	Sole	2021-02-10
2020-09-30	$364,146	15,489	+65.1%	Shares	Sole	2020-11-13
2020-06-30	$240,230	9,384	+2.0%	Shares	Sole	2020-08-11
2020-03-31	$264,154	9,204	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.