New England Capital Financial Advisors’s Wells Fargo WFC Stock Holding History

New England Capital Financial 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	$69.3K	Hold	839	–	–	0.02%	115
2026 Q1	$66.8K	Hold	839	–	–	0.02%	111
2025 Q4	$78.2K	Hold	839	–	–	0.03%	103
2025 Q3	$70.3K	Hold	839	–	–	0.03%	104
2025 Q2	$67.2K	Hold	839	–	–	0.03%	98
2025 Q1	$60.2K	Sell	839 -205	-20%	-$15.4K	0.03%	104
2024 Q4	$73.4K	Sell	1,044 -49	-4%	-$3.35K	0.04%	94
2024 Q3	$61.7K	Sell	1,093 -98	-8%	-$5.54K	0.03%	101
2024 Q2	$70.7K	Sell	1,191 -174	-13%	-$10.3K	0.04%	90
2024 Q1	$79.1K	Sell	1,365 -96	-7%	-$5.02K	0.04%	85
2023 Q4	$71.9K	Buy	1,461 +11	+0.8%	+$475	0.04%	96
2023 Q3	$59.3K	Buy	1,450 +11	+0.8%	+$475	0.04%	99
2023 Q2	$61.4K	Buy	1,439 +10	+0.7%	+$403	0.04%	99
2023 Q1	$53.4K	Buy	1,429 +157	+12%	+$6.84K	0.04%	111
2022 Q4	$55.9K	Buy	+1,272	New	+$56.3K	0.04%	111

Other funds holding WFC

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

DJC

Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

New England Capital Financial Advisors's WFC Position: Q2 2026 in Review

New England Capital Financial Advisors held its Wells Fargo (WFC) position steady in Q2 2026 at 839 shares worth $69.3K. The position accounts for 0.02% of the portfolio, ranked #115.

New England Capital Financial Advisors first reported a position in WFC in Q4 2022 and has held it in 15 quarters since. The position peaked at $79.1K in Q1 2024. 1,004 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

New England Capital Financial Advisors held 839 shares of Wells Fargo worth $69.3K as of Q2 2026.
New England Capital Financial Advisors left its Wells Fargo share count unchanged in Q2 2026.
Wells Fargo made up 0.02% of New England Capital Financial Advisors's portfolio in Q2 2026, its #115 holding.
New England Capital Financial Advisors first reported a position in Wells Fargo in Q4 2022 and has held it in 15 quarters since.
New England Capital Financial Advisors's Wells Fargo position peaked at $79.1K in Q1 2024.
1,004 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.