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New Millennium Group’s Wells Fargo WFC Stock Holding History

New Millennium Group’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
2025
Q4 		$201K Sell
2,157
-333
-13% -$28.9K 0.09% 62
2025
Q3 		$209K Sell
2,490
-139
-5% -$11.3K 0.1% 56
2025
Q2 		$211K Buy
2,629
+4
+0.2% +$288 0.12% 53
2025
Q1 		$188K Sell
2,625
-5
-0.2% -$375 0.12% 44
2024
Q4 		$185K Buy
2,630
+13
+0.5% +$888 0.11% 52
2024
Q3 		$148K Buy
2,617
+5
+0.2% +$283 0.1% 61
2024
Q2 		$155K Buy
+2,612
New +$154K 0.1% 64
2024
Q1 		– Sell
-4,805
Closed -$236K – 415
2023
Q4 		$236K Sell
4,805
-3,390
-41% -$146K 0.21% 60
2023
Q3 		$335K Sell
8,195
-4,074
-33% -$176K 0.31% 38
2023
Q2 		$524K Buy
12,269
+4,095
+50% +$165K 0.48% 32
2023
Q1 		$306K Buy
8,174
+8
+0.1% +$349 0.31% 42
2022
Q4 		$337K Buy
8,166
+8
+0.1% +$354 0.36% 36
2022
Q3 		$328K Buy
8,158
+208
+3% +$8.94K 0.36% 36
2022
Q2 		$312K Buy
+7,950
New +$349K 0.32% 38

Other funds holding WFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

New Millennium Group's WFC Position: Q4 2025 in Review

New Millennium Group reduced its Wells Fargo (WFC) stake by 13% in Q4 2025, selling an estimated $28.9K and leaving 2,157 shares worth $201K. The position accounts for 0.09% of the portfolio, ranked #62.

New Millennium Group first reported a position in WFC in Q2 2022 and has held it in 14 quarters since. The position peaked at $524K in Q2 2023. 2,896 funds tracked by Wall St. Rank hold WFC as of Q4 2025.

  • New Millennium Group held 2,157 shares of Wells Fargo worth $201K as of Q4 2025.
  • New Millennium Group sold 333 Wells Fargo shares in Q4 2025, an estimated $28.9K.
  • Wells Fargo made up 0.09% of New Millennium Group's portfolio in Q4 2025, its #62 holding.
  • New Millennium Group first reported a position in Wells Fargo in Q2 2022 and has held it in 14 quarters since.
  • New Millennium Group's Wells Fargo position peaked at $524K in Q2 2023.
  • 2,896 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2025.

Based on New Millennium Group's 13F filing for Q4 2025, filed 6 Feb 2026.