Birch Hill Investment Advisors LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 1424177
Boston, MA
Position in WFC
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$419,728
+$15,389 QoQ
Shares Held
5,079
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,924
of 2,859 holders
Holding Since
Mar 2020
13 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, 2026Birch Hill Investment Advisors LLC holds $41,682,731 across 4 Banks - Diversified names. WFC ranks #3 (1.0% of the industry book) .
All Filings in WFC
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $419,728 | 5,079 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $404,339 | 5,079 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $473,362 | 5,079 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $425,721 | 5,079 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $406,929 | 5,079 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $364,621 | 5,079 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $360,471 | 5,132 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $286,912 | 5,079 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $301,641 | 5,079 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $294,378 | 5,079 | Shares | Sole | 2024-05-13 | |
| 2020-09-30 | $1,101,208 | 46,840 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $2,170,240 | 84,775 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $2,572,524 | 89,635 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||