MASSACHUSETTS FINANCIAL SERVICES CO /MA/
Position in WFC — Wells Fargo & Company/Mn
CIK 912938
Boston, MA
Position in WFC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,096,042,912
-$106,480,624 QoQ
Shares Held
13,262,862
-12.2% QoQ
Ownership
0.439%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#29
of 2,859 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 78%
Shared 20%
None 2%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026MASSACHUSETTS FINANCIAL SERVICES CO /MA/ holds $12,731,996,169 across 14 Banks - Diversified names. WFC ranks #5 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
12,270,986 | $4,016,661,844 | |
| 2 | UBS |
UBS Group AG
|
62,927,553 | $3,118,689,522 | |
| 3 | C |
Citigroup Inc
|
10,945,923 | $1,531,991,379 | |
| 4 | TD |
Toronto Dominion Bank
|
11,159,532 | $1,355,101,967 | |
| 5 | WFC |
Wells Fargo & Company/Mn
This page
|
13,262,862 | $1,096,042,912 | |
| 6 | BAC |
Bank Of America Corp /De/
|
15,187,077 | $865,359,644 | |
| 7 | RY |
Royal Bank Of Canada
|
2,000,754 | $414,096,053 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
1,300,991 | $229,885,108 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,096,042,912 | 13,262,862 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $1,202,523,536 | 15,105,182 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $1,600,700,303 | 17,174,896 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,496,998,374 | 17,859,680 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,332,850,758 | 16,635,681 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $771,091,648 | 10,740,934 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $199,904,090 | 2,846,015 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $125,363,960 | 2,219,224 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $132,176,896 | 2,225,575 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $129,371,410 | 2,232,081 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $90,944,430 | 1,847,713 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $73,392,402 | 1,796,192 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $127,635,390 | 2,990,520 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $137,713,039 | 3,684,137 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $161,958,989 | 3,922,475 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $51,107,149 | 1,270,690 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $46,193,531 | 1,179,309 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $37,342,933 | 770,593 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $36,685,361 | 764,597 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $46,220,598 | 995,919 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $6,231,767 | 137,597 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $4,341,926 | 111,132 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $26,926,806 | 892,207 | Shares | Sole | 2021-05-12 | |
| 2020-09-30 | $22,418,900 | 953,590 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $16,438,988 | 642,148 | Shares | Sole | 2020-11-20 | |
| 2020-03-31 | $356,664,827 | 12,427,346 | Shares | Sole | 2020-11-20 | |
| No filing history on record for this holder in this stock. | ||||||