NEOS Investment Management’s Wells Fargo WFC Stock Holding History

NEOS Investment Management’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	$41.9M	Buy	507,034 +50,003	+11%	+$4.02M	0.15%	113
2026 Q1	$36.4M	Buy	457,031 +9,511	+2%	+$817K	0.18%	97
2025 Q4	$41.7M	Buy	447,520 +51,888	+13%	+$4.5M	0.24%	76
2025 Q3	$33.2M	Buy	395,632 +136,757	+53%	+$11.1M	0.25%	73
2025 Q2	$20.7M	Buy	258,875 +32,874	+15%	+$2.37M	0.26%	74
2025 Q1	$16.2M	Buy	226,001 +43,875	+24%	+$3.29M	0.31%	69
2024 Q4	$12.8M	Buy	182,126 +10,563	+6%	+$721K	0.3%	61
2024 Q3	$9.69M	Buy	171,563 +35,728	+26%	+$2.02M	0.29%	72
2024 Q2	$8.07M	Buy	135,835 +43,824	+48%	+$2.59M	0.33%	54
2024 Q1	$5.33M	Buy	92,011 +40,472	+79%	+$2.12M	0.33%	58
2023 Q4	$2.54M	Buy	51,539 +11,375	+28%	+$491K	0.24%	83
2023 Q3	$1.64M	Buy	+40,164	New	+$1.73M	0.21%	104

Other funds holding WFC

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NEOS Investment Management's WFC Position: Q2 2026 in Review

NEOS Investment Management increased its Wells Fargo (WFC) stake by 11% in Q2 2026, buying an estimated $4.02M and bringing the position to 507,034 shares worth $41.9M. The position accounts for 0.15% of the portfolio, ranked #113.

NEOS Investment Management first reported a position in WFC in Q3 2023 and has held it in 12 quarters since. 2,852 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

NEOS Investment Management held 507,034 shares of Wells Fargo worth $41.9M as of Q2 2026.
NEOS Investment Management bought 50,003 Wells Fargo shares in Q2 2026, an estimated $4.02M.
Wells Fargo made up 0.15% of NEOS Investment Management's portfolio in Q2 2026, its #113 holding.
NEOS Investment Management first reported a position in Wells Fargo in Q3 2023 and has held it in 12 quarters since.
2,852 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on NEOS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.