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Disclosery

MAI Capital Management: WFC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MAI Capital Management on WFC, newest first. How the timeline and the estimate are built.

MAI Capital Management held 225,268 WFC shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 225,268 shares
    Change vs previous 13F +31,095 shares

    0.07% of the 13F portfolio, value $18,616,176.

    13F-HR 0001172661-26-003680 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 194,173 shares
    Change vs previous 13F +15,072 shares

    0.09% of the 13F portfolio, value $15,458,101.

    13F-HR 0001040197-26-000002 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 179,101 shares
    Change vs previous 13F -2,263 shares

    0.1% of the 13F portfolio, value $16,692,206.

    13F-HR 0001040197-26-000001 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 181,364 shares
    Change vs previous 13F -39 shares

    0.1% of the 13F portfolio, value $15,201,962.

    13F-HR 0001040197-25-000006 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 181,403 shares
    Change vs previous 13F -995 shares

    0.1% of the 13F portfolio, value $14,533,980.

    13F-HR 0001040197-25-000005 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 182,398 shares
    Change vs previous 13F -637 shares

    0.1% of the 13F portfolio, value $13,094,365.

    13F-HR 0001040197-25-000002 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 183,035 shares
    Change vs previous 13F +85,989 shares

    0.1% of the 13F portfolio, value $12,856,349.

    13F-HR 0001040197-25-000001 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 97,046 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $5,482,106.

    13F-HR 0001040197-24-000007 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).