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New Age Alpha Advisors’s Wells Fargo WFC Stock Holding History

New Age Alpha Advisors’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
Q1 		$2.6M Sell
32,705
-1,030
-3% -$88.5K 0.12% 246
2025
Q4 		$3.14M Sell
33,735
-7,877
-19% -$684K 0.14% 218
2025
Q3 		$3.49M Sell
41,612
-530
-1% -$43K 0.15% 189
2025
Q2 		$3.38M Sell
42,142
-13,741
-25% -$991K 0.15% 201
2025
Q1 		$4.01M Sell
55,883
-10,022
-15% -$752K 0.18% 169
2024
Q4 		$4.63M Buy
+65,905
New +$4.5M 0.19% 154

Other funds holding WFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

New Age Alpha Advisors's WFC Position: Q1 2026 in Review

New Age Alpha Advisors reduced its Wells Fargo (WFC) stake by 3.1% in Q1 2026, selling an estimated $88.5K and leaving 32,705 shares worth $2.6M. The position accounts for 0.12% of the portfolio, ranked #246.

New Age Alpha Advisors first reported a position in WFC in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.63M in Q4 2024. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • New Age Alpha Advisors held 32,705 shares of Wells Fargo worth $2.6M as of Q1 2026.
  • New Age Alpha Advisors sold 1,030 Wells Fargo shares in Q1 2026, an estimated $88.5K.
  • Wells Fargo made up 0.12% of New Age Alpha Advisors's portfolio in Q1 2026, its #246 holding.
  • New Age Alpha Advisors first reported a position in Wells Fargo in Q4 2024 and has held it in 6 quarters since.
  • New Age Alpha Advisors's Wells Fargo position peaked at $4.63M in Q4 2024.
  • 2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on New Age Alpha Advisors's 13F filing for Q1 2026, filed 11 May 2026.