S&CO INC

Position in WFC — Wells Fargo & Company/Mn

CIK 1082461 BOSTON, MA

Position in WFC

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$2,888,185

+$50,169 QoQ

Shares Held

34,949

-2.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#860

of 2,859 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

S&CO INC holds $13,931,101 across 4 Banks - Diversified names. WFC ranks #3 (20.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	C	Citigroup Inc	39,794	$5,569,568
2	BAC	Bank Of America Corp /De/	92,484	$5,269,738
3	WFC	Wells Fargo & Company/Mn This page	34,949	$2,888,185
4	BNY	Bank of New York Mellon Corp	1,408	$203,610

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,888,185	34,949	-2.0%	Shares	Sole	2026-08-06
2026-03-31	$2,838,016	35,649	0.0%	Shares	Sole	2026-05-07
2025-12-31	$3,322,486	35,649	-18.2%	Shares	Sole	2026-02-05
2025-09-30	$3,652,707	43,578	-2.1%	Shares	Sole	2025-11-06
2025-06-30	$3,565,580	44,503	-0.7%	Shares	Sole	2025-08-07
2025-03-31	$3,216,407	44,803	-16.5%	Shares	Sole	2025-05-08
2024-12-31	$3,768,937	53,658	0.0%	Shares	Sole	2025-02-07
2024-09-30	$3,031,140	53,658	-0.4%	Shares	Sole	2024-11-07
2024-06-30	$3,198,329	53,853	-1.3%	Shares	Sole	2024-08-08
2024-03-31	$3,163,051	54,573	-5.6%	Shares	Sole	2024-05-09
2023-12-31	$2,846,048	57,823	-4.4%	Shares	Sole	2024-02-12
2023-09-30	$2,470,926	60,473	-0.9%	Shares	Sole	2023-11-09
2023-06-30	$2,605,315	61,043	-7.5%	Shares	Sole	2023-08-08
2023-03-31	$2,467,192	66,003	0.0%	Shares	Sole	2023-05-09
2022-12-31	$2,725,263	66,003	-6.0%	Shares	Sole	2023-02-07
2022-09-30	$2,823,645	70,205	-9.0%	Shares	Sole	2022-11-09
2022-06-30	$3,020,947	77,124	0.0%	Shares	Sole	2022-08-09
2022-03-31	$3,737,429	77,124	-3.0%	Shares	Sole	2022-05-05
2021-12-31	$3,815,561	79,524	-1.2%	Shares	Sole	2022-02-08
2021-09-30	$3,734,334	80,464	0.0%	Shares	Sole	2021-11-09
2021-06-30	$3,644,214	80,464	0.0%	Shares	Sole	2021-07-14
2021-03-31	$3,143,728	80,464	0.0%	Shares	Sole	2021-04-23
2020-12-31	$2,428,403	80,464	-6.7%	Shares	Sole	2021-01-28
2020-09-30	$2,028,160	86,268	-19.9%	Shares	Sole	2020-12-11
2020-06-30	$2,758,732	107,763	-2.8%	Shares	Sole	2020-12-16
2020-03-31	$3,182,629	110,893	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.