MFS Total Return Fund WFC Holdings History

Number of Shares
456,711.00
Current Holdings Value*
$32.79 Mil
% of Portfolio
0.7%
Total Estimate Gain
$26.62 Mil
% of Total Estimate Gain
43.54%

MFS Total Return Fund's Wells Fargo & Co Holding Summary

As of 2025-03-31, MFS SERIES TRUST V held 456,711.00 shares of Wells Fargo & Co(WFC), totaling $32.79 Mil. This investment constitutes 0.7% of their stock portfolio, and MFS SERIES TRUST V now holds 0.01% of the outstanding Wells Fargo & Co(WFC) stock.

The initial trade took place in 2019Q3. And since then MFS Total Return Fund has made 2 purchases of WFC, at an average price of $51.42, for a total of 1.19 Mil shares. Based on historical transaction data and WFC's current price of $82.37, MFS Total Return Fund's estimated gain on his WFC holdings is $26.62 Mil, reflecting a 43.54% gain to date.

MFS Total Return Fund WFC ($82.37) Holding Chart

MFS Total Return Fund WFC ($82.37) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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