Ipswich Investment Management Co., Inc.
Position in WFC — Wells Fargo & Company/Mn
CIK 1463753
BEVERLY, MA
Position in WFC
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$314,362
+$5,316 QoQ
Shares Held
3,804
-2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#2,163
of 2,859 holders
Holding Since
Mar 2020
26 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, 2026Ipswich Investment Management Co., Inc. holds $17,922,904 across 4 Banks - Diversified names. WFC ranks #4 (1.8% of the industry book) .
All Filings in WFC
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $314,362 | 3,804 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $309,046 | 3,882 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $387,152 | 4,154 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $343,745 | 4,101 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $328,572 | 4,101 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $294,410 | 4,101 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $288,054 | 4,101 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $231,665 | 4,101 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $243,558 | 4,101 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $237,693 | 4,101 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $251,071 | 5,101 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $220,684 | 5,401 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $230,514 | 5,401 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $201,889 | 5,401 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $224,245 | 5,431 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $218,434 | 5,431 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $393,188 | 10,038 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $463,519 | 9,565 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $554,888 | 11,565 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $536,731 | 11,565 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $531,704 | 11,740 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $458,681 | 11,740 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $354,313 | 11,740 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $315,081 | 13,402 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $361,011 | 14,102 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $427,687 | 14,902 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||