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New World Advisors’s Wells Fargo WFC Stock Holding History

New World 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
Q1 		$275K Sell
3,456
-352
-9% -$30.2K 0.05% 59
2025
Q4 		$355K Buy
3,808
+334
+10% +$29K 0.06% 51
2025
Q3 		$291K Buy
3,474
+632
+22% +$51.3K 0.05% 57
2025
Q2 		$228K Buy
+2,842
New +$205K 0.05% 65

Other funds holding WFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

New World Advisors's WFC Position: Q1 2026 in Review

New World Advisors reduced its Wells Fargo (WFC) stake by 9.2% in Q1 2026, selling an estimated $30.2K and leaving 3,456 shares worth $275K. The position accounts for 0.05% of the portfolio, ranked #59.

New World Advisors first reported a position in WFC in Q2 2025 and has held it in 4 quarters since. The position peaked at $355K in Q4 2025. 2,799 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • New World Advisors held 3,456 shares of Wells Fargo worth $275K as of Q1 2026.
  • New World Advisors sold 352 Wells Fargo shares in Q1 2026, an estimated $30.2K.
  • Wells Fargo made up 0.05% of New World Advisors's portfolio in Q1 2026, its #59 holding.
  • New World Advisors first reported a position in Wells Fargo in Q2 2025 and has held it in 4 quarters since.
  • New World Advisors's Wells Fargo position peaked at $355K in Q4 2025.
  • 2,799 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on New World Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.