Massachusetts Wealth Management

Position in WFC — Wells Fargo & Company/Mn

CIK 1966011 NORTH ANDOVER, MA

Position in WFC

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$2,732,491

+$101,381 QoQ

Shares Held

33,065

+0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.38%

of 13F equity value

Holder Rank

#877

of 2,858 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Massachusetts Wealth Management holds $22,242,592 across 6 Banks - Diversified names. WFC ranks #4 (12.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	C	Citigroup Inc	51,265	$7,175,049
2	JPM	Jpmorgan Chase & Co	20,405	$6,679,168
3	BAC	Bank Of America Corp /De/	75,790	$4,318,514
4	WFC	Wells Fargo & Company/Mn This page	33,065	$2,732,491
5	UBS	UBS Group AG	21,080	$1,044,724
6	TD	Toronto Dominion Bank	2,410	$292,646

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,732,491	33,065	+0.0%	Shares	Sole	2026-08-03
2026-03-31	$2,631,110	33,050	0.0%	Shares	Sole	2026-04-15
2025-12-31	$3,080,260	33,050	+1.0%	Shares	Sole	2026-01-26
2025-09-30	$2,742,338	32,717	+1.2%	Shares	Sole	2025-10-21
2025-06-30	$2,589,238	32,317	+0.6%	Shares	Sole	2025-07-23
2025-03-31	$2,305,679	32,117	-1.1%	Shares	Sole	2025-04-17
2024-12-31	$2,281,184	32,477	+3.9%	Shares	Sole	2025-01-27
2024-09-30	$1,765,425	31,252	-0.8%	Shares	Sole	2024-10-23
2024-06-30	$1,870,903	31,502	-0.2%	Shares	Sole	2024-08-01
2024-03-31	$1,830,202	31,577	+1.8%	Shares	Sole	2024-04-19
2023-12-31	$1,527,148	31,027	-3.4%	Shares	Sole	2024-01-25
2023-09-30	$1,312,014	32,110	-0.6%	Shares	Sole	2023-10-25
2023-06-30	$1,378,990	32,310	+6.3%	Shares	Sole	2023-08-03
2023-03-31	$1,135,791	30,385	-0.3%	Shares	Sole	2023-04-27
2022-12-31	$1,258,725	30,485	—	Shares	Sole	2023-02-17
No filing history on record for this holder in this stock.