MAI Capital Management's ownership history for WFC

MAI Capital Management currently holds 194.2K shares with a market value of $15.5M. It started holding WFC on 2024-09-30. At its peak, it held 194.2K shares on 2026-03-31. Its highest holding value was $16.7M on 2025-12-31. At its lowest, it held 97.0K shares on 2024-09-30, with a value of $5.5M on 2024-09-30. In the recent 180 days, MAI Capital Management has increased its shares by 12.8K. In the recent year, MAI Capital Management has increased its shares by 11.8K.

It has also owned 9 contracts of calls, with the market value of the underlying securities totaling $71.6K on 2025-06-30. At its peak, it held 9 contracts of calls on 2026-03-31 and it owned calls with the market value of the underlying securities totaling $74.6K on 2025-12-31. At its lowest, it held 8 contracts of calls on 2025-06-30 and it owned calls with the market value of the underlying securities totaling $64.1K on 2025-06-30. In the recent 180 days, MAI Capital Management has increased its holdings by 1 contracts.