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Newbridge Financial Services Group’s Wells Fargo WFC Stock Holding History

Newbridge Financial Services 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
2026
Q2 		$83.7K Sell
1,013
-156
-13% -$12.5K 0.01% 368
2026
Q1 		$93.1K Sell
1,169
-80
-6% -$6.87K 0.02% 324
2025
Q4 		$116K Buy
1,249
+258
+26% +$22.4K 0.02% 291
2025
Q3 		$83.1K Sell
991
-350
-26% -$28.4K 0.01% 416
2025
Q2 		$107K Buy
1,341
+1,116
+496% +$80.5K 0.02% 367
2025
Q1 		$16.2K Hold
225
– – ﹤0.01% 593
2024
Q4 		$15.8K Buy
+225
New +$15.4K ﹤0.01% 652
2024
Q3 		– Sell
-605
Closed -$35.9K – 1114
2024
Q2 		$35.9K Buy
605
+57
+10% +$3.37K 0.01% 446
2024
Q1 		$31.8K Sell
548
-1,756
-76% -$91.9K 0.01% 505
2023
Q4 		$113K Sell
2,304
-293
-11% -$12.6K 0.06% 258
2023
Q3 		$106K Sell
2,597
-1,846
-42% -$79.7K 0.05% 282
2023
Q2 		$190K Sell
4,443
-263
-6% -$10.6K 0.09% 207
2023
Q1 		$176K Sell
4,706
-118
-2% -$5.14K 0.09% 211
2022
Q4 		$199K Buy
4,824
+3,203
+198% +$142K 0.11% 179
2022
Q3 		$65K Buy
1,621
+3
+0.2% +$129 0.04% 391
2022
Q2 		$63K Sell
1,618
-2,011
-55% -$88.3K 0.04% 357
2022
Q1 		$176K Buy
3,629
+243
+7% +$13K 0.09% 219
2021
Q4 		$162K Buy
3,386
+399
+13% +$19.6K 0.08% 228
2021
Q3 		$139K Buy
2,987
+250
+9% +$11.6K 0.09% 222
2021
Q2 		$124K Buy
2,737
+1
+0% +$45 0.08% 247
2021
Q1 		$107K Hold
2,736
– – 0.08% 242
2020
Q4 		$83K Buy
2,736
+438
+19% +$11.3K 0.07% 242
2020
Q3 		$54K Buy
+2,298
New +$56.6K 0.05% 307

Other funds holding WFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Newbridge Financial Services Group's WFC Position: Q2 2026 in Review

Newbridge Financial Services Group reduced its Wells Fargo (WFC) stake by 13% in Q2 2026, selling an estimated $12.5K and leaving 1,013 shares worth $83.7K. The position accounts for 0.01% of the portfolio, ranked #368.

Newbridge Financial Services Group first reported a position in WFC in Q3 2020 and has held it in 23 quarters since. The position peaked at $199K in Q4 2022. 2,857 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Newbridge Financial Services Group held 1,013 shares of Wells Fargo worth $83.7K as of Q2 2026.
  • Newbridge Financial Services Group sold 156 Wells Fargo shares in Q2 2026, an estimated $12.5K.
  • Wells Fargo made up 0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #368 holding.
  • Newbridge Financial Services Group first reported a position in Wells Fargo in Q3 2020 and has held it in 23 quarters since.
  • Newbridge Financial Services Group's Wells Fargo position peaked at $199K in Q4 2022.
  • 2,857 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.