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New York Life Investment Management’s Wells Fargo WFC Stock Holding History

New York Life Investment Management’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 		$34.2M Sell
429,952
-729
-0.2% -$62.6K 0.29% 66
2025
Q4 		$40.1M Sell
430,681
-4,526
-1% -$393K 0.35% 56
2025
Q3 		$36.5M Sell
435,207
-7,581
-2% -$615K 0.32% 58
2025
Q2 		$35.5M Buy
442,788
+2,762
+0.6% +$199K 0.33% 58
2025
Q1 		$31.6M Sell
440,026
-7,106
-2% -$534K 0.32% 57
2024
Q4 		$31.4M Sell
447,132
-8,405
-2% -$574K 0.31% 55
2024
Q3 		$25.7M Sell
455,537
-25,861
-5% -$1.46M 0.25% 75
2024
Q2 		$28.6M Sell
481,398
-12,714
-3% -$751K 0.29% 63
2024
Q1 		$28.6M Sell
494,112
-23,080
-4% -$1.21M 0.29% 63
2023
Q4 		$25.5M Sell
517,192
-7,833
-1% -$338K 0.26% 71
2023
Q3 		$21.5M Sell
525,025
-9,438
-2% -$407K 0.23% 80
2023
Q2 		$22.8M Sell
534,463
-7,953
-1% -$320K 0.24% 79
2023
Q1 		$20.3M Buy
542,416
+1,434
+0.3% +$62.5K 0.23% 97
2022
Q4 		$22.3M Buy
540,982
+3,040
+0.6% +$135K 0.26% 85
2022
Q3 		$21.6M Buy
537,942
+1,760
+0.3% +$75.6K 0.26% 74
2022
Q2 		$21M Buy
+536,182
New +$23.5M 0.24% 85

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 York Life Investment Management's WFC Position: Q1 2026 in Review

New York Life Investment Management reduced its Wells Fargo (WFC) stake by 0.17% in Q1 2026, selling an estimated $62.6K and leaving 429,952 shares worth $34.2M. The position accounts for 0.29% of the portfolio, ranked #66.

New York Life Investment Management first reported a position in WFC in Q2 2022 and has held it in 16 quarters since. The position peaked at $40.1M in Q4 2025. 2,806 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • New York Life Investment Management held 429,952 shares of Wells Fargo worth $34.2M as of Q1 2026.
  • New York Life Investment Management sold 729 Wells Fargo shares in Q1 2026, an estimated $62.6K.
  • Wells Fargo made up 0.29% of New York Life Investment Management's portfolio in Q1 2026, its #66 holding.
  • New York Life Investment Management first reported a position in Wells Fargo in Q2 2022 and has held it in 16 quarters since.
  • New York Life Investment Management's Wells Fargo position peaked at $40.1M in Q4 2025.
  • 2,806 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on New York Life Investment Management's 13F filing for Q1 2026, filed 7 May 2026.