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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
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 $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

NewEdge Wealth's WFC Position: Q1 2026 in Review

NewEdge Wealth increased its Wells Fargo (WFC) stake by 7.8% in Q1 2026, buying an estimated $6.86M and bringing the position to 1,100,749 shares worth $87.6M. The position accounts for 1.04% of the portfolio, ranked #16.

NewEdge Wealth first reported a position in WFC in Q2 2022 and has held it in 16 quarters since. The position peaked at $95.1M in Q4 2025. 2,799 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • NewEdge Wealth held 1,100,749 shares of Wells Fargo worth $87.6M as of Q1 2026.
  • NewEdge Wealth bought 79,862 Wells Fargo shares in Q1 2026, an estimated $6.86M.
  • Wells Fargo made up 1.04% of NewEdge Wealth's portfolio in Q1 2026, its #16 holding.
  • NewEdge Wealth first reported a position in Wells Fargo in Q2 2022 and has held it in 16 quarters since.
  • NewEdge Wealth's Wells Fargo position peaked at $95.1M in Q4 2025.
  • 2,799 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.