New Wave Wealth Advisors’s Wells Fargo WFC Stock Holding History

New Wave Wealth 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	$419K	Buy	5,068 +1,308	+35%	+$105K	0.11%	150
2026 Q1	$299K	Sell	3,760 -1,532	-29%	-$132K	0.1%	142
2025 Q4	$493K	Buy	5,292 +326	+7%	+$28.3K	0.18%	90
2025 Q3	$416K	Buy	4,966 +248	+5%	+$20.1K	0.16%	96
2025 Q2	$378K	Sell	4,718 -47	-1%	-$3.39K	0.16%	83
2025 Q1	$342K	Sell	4,765 -1,953	-29%	-$147K	0.15%	86
2024 Q4	$472K	Sell	6,718 -338	-5%	-$23.1K	0.19%	71
2024 Q3	$399K	Buy	7,056 +81	+1%	+$4.58K	0.18%	79
2024 Q2	$414K	Buy	+6,975	New	+$412K	0.22%	71

Other funds holding WFC

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

New Wave Wealth Advisors's WFC Position: Q2 2026 in Review

New Wave Wealth Advisors increased its Wells Fargo (WFC) stake by 35% in Q2 2026, buying an estimated $105K and bringing the position to 5,068 shares worth $419K. The position accounts for 0.11% of the portfolio, ranked #150.

New Wave Wealth Advisors first reported a position in WFC in Q2 2024 and has held it in 9 quarters since. The position peaked at $493K in Q4 2025. 1,050 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

New Wave Wealth Advisors held 5,068 shares of Wells Fargo worth $419K as of Q2 2026.
New Wave Wealth Advisors bought 1,308 Wells Fargo shares in Q2 2026, an estimated $105K.
Wells Fargo made up 0.11% of New Wave Wealth Advisors's portfolio in Q2 2026, its #150 holding.
New Wave Wealth Advisors first reported a position in Wells Fargo in Q2 2024 and has held it in 9 quarters since.
New Wave Wealth Advisors's Wells Fargo position peaked at $493K in Q4 2025.
1,050 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on New Wave Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.