Position in WFC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$34,460
+$4,288 QoQ
Shares Held
417
+10.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#2,733
of 2,858 holders
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Mascoma Wealth Management LLC holds $1,453,092 across 7 Banks - Diversified names. WFC ranks #5 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
3,278 | $1,072,987 | |
| 2 | RY |
Royal Bank Of Canada
|
1,083 | $224,148 | |
| 3 | C |
Citigroup Inc
|
518 | $72,499 | |
| 4 | BAC |
Bank Of America Corp /De/
|
731 | $41,652 | |
| 5 | WFC |
Wells Fargo & Company/Mn
This page
|
417 | $34,460 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
38 | $5,495 | |
| 7 | ING |
Ing Groep NV
|
59 | $1,851 |
All Filings in WFC
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,460 | 417 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $30,172 | 379 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $38,864 | 417 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $31,767 | 379 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $30,365 | 379 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $27,208 | 379 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $26,620 | 379 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $21,409 | 379 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $40,444 | 681 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $39,470 | 681 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $63,050 | 1,281 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $57,408 | 1,405 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $54,673 | 1,281 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $49,117 | 1,314 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $54,255 | 1,314 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $75,975 | 1,889 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $78,379 | 2,001 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $98,616 | 2,035 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $82,621 | 1,722 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $79,918 | 1,722 | Shares | Sole | 2021-10-06 | |
| 2021-03-31 | $65,989 | 1,689 | Shares | Sole | 2021-04-26 | |
| No filing history on record for this holder in this stock. | ||||||