N.E.W. Advisory Services’s Wells Fargo WFC Stock Holding History

N.E.W. Advisory Services’s Portfolio WFC Stock Details WFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.46M	Sell	29,767 -166	-0.6%	-$13.3K	0.16%	70
2026 Q1	$2.38M	Buy	29,933 +1,490	+5%	+$128K	0.18%	68
2025 Q4	$2.65M	Buy	28,443 +154	+0.5%	+$13.4K	0.2%	63
2025 Q3	$2.37M	Buy	28,289 +108	+0.4%	+$8.76K	0.21%	49
2025 Q2	$2.26M	Sell	28,181 -1,655	-6%	-$119K	0.22%	49
2025 Q1	$2.14M	Buy	29,836 +1,420	+5%	+$107K	0.16%	64
2024 Q4	$2M	Sell	28,416 -174	-0.6%	-$11.9K	0.19%	63
2024 Q3	$1.62M	Buy	28,590 +123	+0.4%	+$6.96K	0.16%	61
2024 Q2	$1.69M	Buy	28,467 +267	+0.9%	+$15.8K	0.18%	58
2024 Q1	$1.63M	Buy	28,200 +125	+0.4%	+$6.54K	0.18%	60
2023 Q4	$1.38M	Buy	28,075 +135	+0.5%	+$5.83K	0.17%	60
2023 Q3	$1.14M	Buy	27,940 +264	+1%	+$11.4K	0.16%	66
2023 Q2	$1.18M	Buy	27,676 +1,427	+5%	+$57.4K	0.16%	53
2023 Q1	$981K	Buy	26,249 +754	+3%	+$32.9K	0.14%	57
2022 Q4	$1.05M	Buy	25,495 +99	+0.4%	+$4.38K	0.16%	54
2022 Q3	$1.02M	Buy	25,396 +1,315	+5%	+$56.5K	0.19%	51
2022 Q2	$943K	Sell	24,081 -733	-3%	-$32.2K	0.16%	58
2022 Q1	$969K	Buy	24,814 +2,415	+11%	+$129K	0.18%	55
2021 Q4	$1.07M	Sell	22,399 -223	-1%	-$11K	0.16%	56
2021 Q3	$1.05M	Buy	22,622 +179	+0.8%	+$8.29K	0.17%	55
2021 Q2	$1.02M	Buy	22,443 +179	+0.8%	+$7.99K	0.17%	56
2021 Q1	$881K	Sell	22,264 -3,243	-13%	-$115K	0.17%	60
2020 Q4	$770K	Sell	25,507 -1,293	-5%	-$33.5K	0.16%	62
2020 Q3	$630K	Buy	26,800 +982	+4%	+$24.2K	0.18%	54
2020 Q2	$661K	Buy	+25,818	New	+$706K	0.21%	48
2019 Q4	$315K	Buy	+5,869	New	+$307K	0.1%	69

Other funds holding WFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

N.E.W. Advisory Services's WFC Position: Q2 2026 in Review

N.E.W. Advisory Services reduced its Wells Fargo (WFC) stake by 0.55% in Q2 2026, selling an estimated $13.3K and leaving 29,767 shares worth $2.46M. The position accounts for 0.16% of the portfolio, ranked #70.

N.E.W. Advisory Services first reported a position in WFC in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.65M in Q4 2025. 2,030 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

N.E.W. Advisory Services held 29,767 shares of Wells Fargo worth $2.46M as of Q2 2026.
N.E.W. Advisory Services sold 166 Wells Fargo shares in Q2 2026, an estimated $13.3K.
Wells Fargo made up 0.16% of N.E.W. Advisory Services's portfolio in Q2 2026, its #70 holding.
N.E.W. Advisory Services first reported a position in Wells Fargo in Q4 2019 and has held it in 26 quarters since.
N.E.W. Advisory Services's Wells Fargo position peaked at $2.65M in Q4 2025.
2,030 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.