NW
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NewEdge Wealth’s Wells Fargo WFC Stock Holding History

NewEdge Wealth’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 		$63.9M Sell
773,121
-327,628
-30% -$26.3M 0.64% 39
2026
Q1 		$87.6M Buy
1,100,749
+79,862
+8% +$6.86M 1.04% 16
2025
Q4 		$95.1M Buy
1,020,887
+37,966
+4% +$3.3M 1.07% 15
2025
Q3 		$85.5M Buy
982,921
+28,027
+3% +$2.27M 1.23% 11
2025
Q2 		$73.6M Buy
954,894
+58,467
+7% +$4.22M 1.15% 13
2025
Q1 		$64.4M Buy
896,427
+36,416
+4% +$2.73M 1.17% 12
2024
Q4 		$60.4M Buy
860,011
+44,421
+5% +$3.03M 1.05% 15
2024
Q3 		$46.1M Buy
815,590
+96,702
+13% +$5.47M 0.83% 23
2024
Q2 		$42.7M Sell
718,888
-120,612
-14% -$7.12M 0.92% 19
2024
Q1 		$50.2M Buy
839,500
+76,570
+10% +$4.01M 1.13% 12
2023
Q4 		$37.6M Buy
762,930
+373,996
+96% +$16.1M 0.96% 20
2023
Q3 		$15.9M Buy
388,934
+46,224
+13% +$2M 0.5% 57
2023
Q2 		$14.6M Buy
342,710
+15,045
+5% +$606K 0.49% 59
2023
Q1 		$12.2M Sell
327,665
-66,259
-17% -$2.89M 0.46% 59
2022
Q4 		$16.3M Buy
393,924
+26,044
+7% +$1.15M 0.7% 39
2022
Q3 		$14.8M Buy
367,880
+37,998
+12% +$1.63M 0.7% 36
2022
Q2 		$12.9M Buy
+329,882
New +$14.5M 0.59% 45

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

NewEdge Wealth's WFC Position: Q2 2026 in Review

NewEdge Wealth reduced its Wells Fargo (WFC) stake by 30% in Q2 2026, selling an estimated $26.3M and leaving 773,121 shares worth $63.9M. The position accounts for 0.64% of the portfolio, ranked #39.

NewEdge Wealth first reported a position in WFC in Q2 2022 and has held it in 17 quarters since. The position peaked at $95.1M in Q4 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • NewEdge Wealth held 773,121 shares of Wells Fargo worth $63.9M as of Q2 2026.
  • NewEdge Wealth sold 327,628 Wells Fargo shares in Q2 2026, an estimated $26.3M.
  • Wells Fargo made up 0.64% of NewEdge Wealth's portfolio in Q2 2026, its #39 holding.
  • NewEdge Wealth first reported a position in Wells Fargo in Q2 2022 and has held it in 17 quarters since.
  • NewEdge Wealth's Wells Fargo position peaked at $95.1M in Q4 2025.
  • 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.