Position in WFC
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$6,122,466
-$268,385 QoQ
Shares Held
74,086
-7.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#625
of 2,853 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 45%
Shared 0%
None 55%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026HM PAYSON & CO holds $164,873,904 across 13 Banks - Diversified names. WFC ranks #3 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
423,411 | $138,595,122 | |
| 2 | BAC |
Bank Of America Corp /De/
|
293,744 | $16,737,532 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
74,086 | $6,122,466 | |
| 4 | TD |
Toronto Dominion Bank
|
12,599 | $1,529,895 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
7,960 | $1,151,094 | |
| 6 | C |
Citigroup Inc
|
2,401 | $336,043 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
1,588 | $151,002 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
762 | $134,645 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,122,466 | 74,086 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $6,390,851 | 80,277 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $20,295,232 | 217,760 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $18,331,768 | 218,704 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $3,436,185 | 42,888 | Shares | Sole | 2025-10-17 | |
| 2025-03-31 | $3,182,234 | 44,327 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $3,140,078 | 44,705 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,499,964 | 44,255 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $2,423,349 | 40,804 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,364,998 | 40,804 | Shares | Sole | 2024-06-20 | |
| 2023-12-31 | $2,031,899 | 41,282 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,750,441 | 42,840 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $2,109,416 | 49,424 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,858,683 | 49,724 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $2,072,923 | 50,204 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $2,019,566 | 50,213 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $2,120,624 | 54,139 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,668,159 | 55,059 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $2,678,579 | 55,827 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $2,790,447 | 60,126 | Shares | Sole | 2021-11-30 | |
| 2021-06-30 | $2,742,671 | 60,558 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $2,530,759 | 64,775 | Shares | Sole | 2021-06-15 | |
| 2020-12-31 | $2,027,069 | 67,166 | Shares | Sole | 2021-03-10 | |
| 2020-09-30 | $2,427,642 | 103,260 | Shares | Sole | 2020-12-21 | |
| 2020-06-30 | $3,955,609 | 154,516 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $9,444,079 | 329,062 | Shares | Sole | 2020-07-01 | |
| No filing history on record for this holder in this stock. | ||||||