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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
Q2 		$2.71M Buy
32,733
+28
+0.1% +$2.25K 0.11% 231
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

New Age Alpha Advisors's WFC Position: Q2 2026 in Review

New Age Alpha Advisors increased its Wells Fargo (WFC) stake by 0.09% in Q2 2026, buying an estimated $2.25K and bringing the position to 32,733 shares worth $2.71M. The position accounts for 0.11% of the portfolio, ranked #231.

New Age Alpha Advisors first reported a position in WFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.63M in Q4 2024. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • New Age Alpha Advisors held 32,733 shares of Wells Fargo worth $2.71M as of Q2 2026.
  • New Age Alpha Advisors bought 28 Wells Fargo shares in Q2 2026, an estimated $2.25K.
  • Wells Fargo made up 0.11% of New Age Alpha Advisors's portfolio in Q2 2026, its #231 holding.
  • New Age Alpha Advisors first reported a position in Wells Fargo in Q4 2024 and has held it in 7 quarters since.
  • New Age Alpha Advisors's Wells Fargo position peaked at $4.63M in Q4 2024.
  • 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.