HM Payson & Co

SEC CIK: 0000928052
Latest filing: Jul 17, 2026

SEC filings (opens in a new tab)

WFC holding history

Wells Fargo & Company in every 13F filed by HM Payson & Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WFC overview All 13F holders of WFC Full Q2 2026 holdings

Shares (Q2 2026): 74,086
Value: $6.12M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of WFC by HM Payson & Co, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	74,086	$6.12M	0.1%	−6,191−7.7%	Reduced	Holders
Q1 2026	80,277	$6.39M	0.1%	−137,483−63.1%	Reduced	Holders
Q4 2025	217,760	$20.3M	0.3%	−944−0.4%	Reduced	Holders
Q3 2025	218,704	$18.3M	0.3%	+175,816+409.9%	Added	Holders
Q2 2025	42,888	$3.44M	0.1%	−1,439−3.2%	Reduced	Holders
Q1 2025	44,327	$3.18M	0.1%	−378−0.8%	Reduced	Holders
Q4 2024	44,705	$3.14M	0.1%	+450+1.0%	Added	Holders
Q3 2024	44,255	$2.50M	<0.1%	+3,451+8.5%	Added	Holders
Q2 2024	40,804	$2.42M	<0.1%	00.0%	Unchanged	Holders
Q1 2024	40,804	$2.37M	<0.1%	−478−1.2%	Reduced	Holders
Q4 2023	41,282	$2.03M	<0.1%	−1,558−3.6%	Reduced	Holders
Q3 2023	42,840	$1.75M	<0.1%	−6,584−13.3%	Reduced	Holders
Q2 2023	49,424	$2.11M	<0.1%	−300−0.6%	Reduced	Holders
Q1 2023	49,724	$1.86M	<0.1%	−480−1.0%	Reduced	Holders
Q4 2022	50,204	$2.07M	0.1%	−90.0%	Reduced	Holders
Q3 2022	50,213	$2.02M	0.1%	−3,926−7.3%	Reduced	Holders
Q2 2022	54,139	$2.12M	0.1%	−920−1.7%	Reduced	Holders
Q1 2022	55,059	$2.67M	0.1%	−768−1.4%	Reduced	Holders
Q4 2021	55,827	$2.68M	0.1%	−4,299−7.1%	Reduced	Holders
Q3 2021	60,126	$2.79M	0.1%	−432−0.7%	Reduced	Holders
Q2 2021	60,558	$2.74M	0.1%	−4,217−6.5%	Reduced	Holders
Q1 2021	64,775	$2.53M	0.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.