LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Position in WFC — Wells Fargo & Company/Mn
CIK 932974
BOSTON, MA
Position in WFC
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$283,703
-$37,762 QoQ
Shares Held
3,433
-15.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,240
of 2,853 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA holds $23,430,525 across 8 Banks - Diversified names. WFC ranks #7 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
49,463 | $16,190,723 | |
| 2 | BAC |
Bank Of America Corp /De/
|
55,312 | $3,151,677 | |
| 3 | C |
Citigroup Inc
|
11,234 | $1,572,310 | |
| 4 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
50,000 | $994,500 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
8,000 | $760,720 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
2,359 | $341,134 | |
| 7 | WFC |
Wells Fargo & Company/Mn
This page
|
3,433 | $283,703 | |
| 8 | TD |
Toronto Dominion Bank
|
1,118 | $135,758 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $283,703 | 3,433 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $321,465 | 4,038 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $376,341 | 4,038 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $338,465 | 4,038 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $333,940 | 4,168 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $314,727 | 4,384 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $310,882 | 4,426 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $278,269 | 4,926 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $292,555 | 4,926 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $285,510 | 4,926 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $326,623 | 6,636 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $291,372 | 7,131 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $561,113 | 13,147 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $491,434 | 13,147 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $931,750 | 22,566 | Shares | Sole | 2023-03-02 | |
| 2022-09-30 | $907,604 | 22,566 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $906,785 | 23,150 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $1,120,685 | 23,126 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $1,154,398 | 24,060 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,167,722 | 25,161 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,039,499 | 45,032 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,804,994 | 46,199 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $1,308,091 | 43,343 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $986,526 | 41,962 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $1,228,185 | 47,976 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $1,385,836 | 48,287 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||