New World Advisors
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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
Q3 		$418K Buy
5,227
+1,158
+28% +$100K 0.08% 60
2026
Q2 		$336K Buy
4,069
+613
+18% +$49.3K 0.06% 65
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% +$51.2K 0.05% 57
2025
Q2 		$228K Buy
+2,842
New +$205K 0.05% 65

Other funds holding WFC

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

New World Advisors's WFC Position: Q3 2026 in Review

New World Advisors increased its Wells Fargo (WFC) stake by 28% in Q3 2026, buying an estimated $100K and bringing the position to 5,227 shares worth $418K. The position accounts for 0.08% of the portfolio, ranked #60.

New World Advisors first reported a position in WFC in Q2 2025 and has held it in 6 quarters since. 2,396 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • New World Advisors held 5,227 shares of Wells Fargo worth $418K as of Q3 2026.
  • New World Advisors bought 1,158 Wells Fargo shares in Q3 2026, an estimated $100K.
  • Wells Fargo made up 0.08% of New World Advisors's portfolio in Q3 2026, its #60 holding.
  • New World Advisors first reported a position in Wells Fargo in Q2 2025 and has held it in 6 quarters since.
  • 2,396 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on New World Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.