New England Asset Management’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$10.5M Hold
131,365
1.33% 14
2025
Q4
$12.2M Hold
131,365
1.6% 13
2025
Q3
$11M Buy
131,365
+840
+0.6% +$68.1K 1.44% 14
2025
Q2
$10.5M Buy
130,525
+645
+0.5% +$46.5K 1.63% 10
2025
Q1
$9.32M Buy
129,880
+815
+0.6% +$61.2K 1.51% 12
2024
Q4
$9.07M Sell
129,065
-17,955
-12% -$1.23M 1.55% 11
2024
Q3
$8.31M Sell
147,020
-40
-0% -$2.26K 1.29% 22
2024
Q2
$8.73M Sell
147,060
-2,165
-1% -$128K 1.45% 12
2024
Q1
$8.65M Buy
149,225
+6,830
+5% +$357K 1.34% 17
2023
Q4
$7.01M Sell
142,395
-13,600
-9% -$587K 1.13% 30
2023
Q3
$6.37M Sell
155,995
-8,942
-5% -$386K 1.05% 36
2023
Q2
$7.04M Hold
164,937
1.02% 29
2023
Q1
$6.17M Sell
164,937
-4,985
-3% -$217K 0.92% 42
2022
Q4
$7.02M Hold
169,922
0.13% 36
2022
Q3
$6.83M Buy
169,922
+2,375
+1% +$102K 0.12% 31
2022
Q2
$6.56M Buy
167,547
+1,050
+0.6% +$46.1K 0.11% 39
2022
Q1
$8.07M Buy
166,497
+165,097
+11,793% +$8.84M 0.13% 28
2021
Q4
$67K Sell
1,400
-157,347
-99% -$7.75M ﹤0.01% 166
2021
Q3
$7.37M Buy
158,747
+4,200
+3% +$194K 0.13% 23
2021
Q2
$7M Buy
154,547
+2,200
+1% +$98.2K 0.13% 26
2021
Q1
$5.95M Buy
152,347
+33,250
+28% +$1.18M 0.12% 28
2020
Q4
$3.59M Sell
119,097
-18,300
-13% -$474K 0.07% 52
2020
Q3
$3.23M Sell
137,397
-7,988,400
-98% -$197M 0.08% 53
2020
Q2
$208M Sell
8,125,797
-14,494,600
-64% -$397M 5.12% 4
2020
Q1
$649M Buy
22,620,397
+6,270
+0% +$267K 15.53% 2
2019
Q4
$1.22B Sell
22,614,127
-105,950
-0.5% -$5.55M 19.84% 2
2019
Q3
$1.15B Buy
22,720,077
+87,850
+0.4% +$4.14M 21.16% 2
2019
Q2
$1.07B Buy
22,632,227
+8,613
+0% +$403K 20.96% 2
2019
Q1
$1.09B Buy
22,623,614
+8,285
+0% +$407K 21.05% 1
2018
Q4
$1.04B Sell
22,615,329
-218,438
-1% -$11.2M 21.95% 1
2018
Q3
$1.2B Sell
22,833,767
-3,682,900
-14% -$210M 20.51% 2
2018
Q2
$1.47B Buy
26,516,667
+6,390
+0% +$342K 26.52% 1
2018
Q1
$1.39B Buy
26,510,277
+2,163,600
+9% +$129M 25.91% 1
2017
Q4
$1.48B Sell
24,346,677
-2,900
-0% -$164K 30.88% 1
2017
Q3
$1.34B Hold
24,349,577
30.46% 1
2017
Q2
$1.35B Sell
24,349,577
-15,426,900
-39% -$827M 43.07% 1
2017
Q1
$2.21B Buy
39,776,477
+15,143,100
+61% +$859M 36.52% 1
2016
Q4
$1.36B Buy
24,633,377
+4,400
+0% +$221K 37.46% 1
2016
Q3
$1.09B Buy
24,628,977
+100
+0% +$4.79K 40.23% 1
2016
Q2
$1.17B Sell
24,628,877
-800
-0% -$39K 41.91% 1
2016
Q1
$1.19B Hold
24,629,677
36.83% 1
2015
Q4
$1.34B Buy
24,629,677
+268,300
+1% +$14.6M 33.45% 1
2015
Q3
$1.25B Sell
24,361,377
-11,300
-0% -$621K 31.59% 1
2015
Q2
$1.37B Sell
24,372,677
-18,700
-0.1% -$1.04M 33.89% 1
2015
Q1
$1.33B Buy
24,391,377
+26,867
+0.1% +$1.45M 32.53% 1
2014
Q4
$1.34B Sell
24,364,510
-73,000
-0.3% -$3.86M 32.87% 1
2014
Q3
$1.27B Sell
24,437,510
-3,900
-0% -$201K 30.73% 1
2014
Q2
$1.28B Buy
24,441,410
+9,710
+0% +$488K 30.58% 1
2014
Q1
$1.22B Sell
24,431,700
-300
-0% -$14K 30.53% 1
2013
Q4
$1.11B Sell
24,432,000
-6,000
-0% -$259K 28.85% 1
2013
Q3
$1.01B Sell
24,438,000
-8,400
-0% -$359K 29.49% 1
2013
Q2
$1.01B Buy
+24,446,400
New +$953M 30.25% 1

Other funds holding WFC

New England Asset Management's WFC Position: Q1 2026 in Review

New England Asset Management held its Wells Fargo (WFC) position steady in Q1 2026 at 131,365 shares worth $10.5M. The position accounts for 1.33% of the portfolio, ranked #14.

New England Asset Management first reported a position in WFC in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.21B in Q1 2017. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • New England Asset Management held 131,365 shares of Wells Fargo worth $10.5M as of Q1 2026.
  • New England Asset Management left its Wells Fargo share count unchanged in Q1 2026.
  • Wells Fargo made up 1.33% of New England Asset Management's portfolio in Q1 2026, its #14 holding.
  • New England Asset Management first reported a position in Wells Fargo in Q2 2013 and has held it in 52 quarters since.
  • New England Asset Management's Wells Fargo position peaked at $2.21B in Q1 2017.
  • 2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on New England Asset Management's 13F filing for Q1 2026, filed 15 May 2026.