New England Research & Management, Inc.

Position in WFC — Wells Fargo & Company/Mn

CIK 1596077 CHICAGO, IL

Position in WFC

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$1,150,927

-$1,488,144 QoQ

Shares Held

13,927

-58.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.45%

of 13F equity value

Holder Rank

#1,278

of 2,858 holders

Holding Since

Mar 2020

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

New England Research & Management, Inc. holds $6,795,131 across 5 Banks - Diversified names. WFC ranks #4 (16.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	6,251	$2,046,139
2	C	Citigroup Inc	13,452	$1,882,741
3	RY	Royal Bank Of Canada	7,100	$1,469,487
4	WFC	Wells Fargo & Company/Mn This page	13,927	$1,150,927
5	BNY	Bank of New York Mellon Corp	1,700	$245,837

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,150,927	13,927	-58.0%	Shares	Sole	2026-07-09
2026-03-31	$2,639,071	33,150	+83.1%	Shares	Sole	2026-05-07
2025-12-31	$1,687,386	18,105	+25.3%	Shares	Sole	2026-01-07
2025-09-30	$1,211,618	14,455	+36.2%	Shares	Sole	2025-10-06
2025-03-31	$761,691	10,610	+10.5%	Shares	Sole	2025-04-16
2024-12-31	$674,655	9,605	-36.6%	Shares	Sole	2025-01-23
2020-09-30	$355,941	15,140	-9.3%	Shares	Sole	2020-10-08
2020-06-30	$427,264	16,690	-20.9%	Shares	Sole	2020-07-15
2020-03-31	$605,283	21,090	—	Shares	Sole	2020-06-15
No filing history on record for this holder in this stock.