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NewSquare Capital’s Wells Fargo WFC Stock Holding History

NewSquare Capital’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 		$226K Sell
2,841
-36
-1% -$3.09K 0.02% 200
2025
Q4 		$268K Buy
2,877
+10
+0.3% +$868 0.02% 174
2025
Q3 		$240K Buy
2,867
+67
+2% +$5.43K 0.02% 177
2025
Q2 		$224K Buy
2,800
+739
+36% +$53.3K 0.02% 175
2025
Q1 		$148K Buy
2,061
+676
+49% +$50.8K 0.01% 184
2024
Q4 		$97.3K Buy
1,385
+1,219
+734% +$83.2K 0.01% 174
2024
Q3 		$9.38K Hold
166
– – ﹤0.01% 224
2024
Q2 		$9.86K Sell
166
-217
-57% -$12.8K ﹤0.01% 229
2024
Q1 		$22.2K Sell
383
-1
-0.3% -$52 ﹤0.01% 207
2023
Q4 		$18.9K Sell
384
-40
-9% -$1.73K ﹤0.01% 232
2023
Q3 		$17.3K Buy
424
+29
+7% +$1.25K ﹤0.01% 261
2023
Q2 		$16.9K Hold
395
– – ﹤0.01% 272
2023
Q1 		$14.8K Buy
395
+12
+3% +$523 ﹤0.01% 304
2022
Q4 		$15.8K Sell
383
-58
-13% -$2.57K ﹤0.01% 243
2022
Q3 		$18K Sell
441
-666
-60% -$28.6K ﹤0.01% 226
2022
Q2 		$43K Hold
1,107
– – 0.01% 196
2022
Q1 		$54K Hold
1,107
– – 0.01% 200
2021
Q4 		$53K Hold
1,107
– – 0.01% 204
2021
Q3 		$51K Buy
1,107
+28
+3% +$1.3K 0.01% 199
2021
Q2 		$49K Hold
1,079
– – 0.01% 198
2021
Q1 		$42K Hold
1,079
– – 0.01% 180
2020
Q4 		$33K Sell
1,079
-75
-6% -$1.94K ﹤0.01% 187
2020
Q3 		$27K Sell
1,154
-235
-17% -$5.79K ﹤0.01% 194
2020
Q2 		$36K Buy
1,389
+104
+8% +$2.85K 0.01% 177
2020
Q1 		$37K Buy
1,285
+131
+11% +$5.57K 0.01% 188
2019
Q4 		$62K Hold
1,154
– – 0.01% 159
2019
Q3 		$58K Sell
1,154
-101
-8% -$4.76K 0.01% 144
2019
Q2 		$59K Hold
1,255
– – 0.01% 160
2019
Q1 		$61K Sell
1,255
-60
-5% -$2.95K 0.01% 155
2018
Q4 		$61K Buy
1,315
+135
+11% +$6.92K 0.01% 145
2018
Q3 		$62K Hold
1,180
– – 0.01% 161
2018
Q2 		$67K Hold
1,180
– – 0.01% 160
2018
Q1 		$62K Sell
1,180
-216
-15% -$12.8K 0.01% 144
2017
Q4 		$85K Buy
1,396
+1,221
+698% +$69K 0.02% 124
2017
Q3 		$10K Hold
175
– – ﹤0.01% 215
2017
Q2 		$10K Hold
175
– – ﹤0.01% 202
2017
Q1 		$10K Sell
175
-386
-69% -$21.9K ﹤0.01% 201
2016
Q4 		$31K Sell
561
-922
-62% -$46.4K 0.01% 161
2016
Q3 		$66K Buy
1,483
+108
+8% +$5.17K 0.02% 146
2016
Q2 		$65K Hold
1,375
– – 0.02% 152
2016
Q1 		$66K Hold
1,375
– – 0.02% 154
2015
Q4 		$75K Buy
1,375
+1,200
+686% +$65.2K 0.02% 132
2015
Q3 		$9K Hold
175
– – ﹤0.01% 227
2015
Q2 		$10K Buy
+175
New +$9.76K ﹤0.01% 237
2014
Q1 		– Sell
-296
Closed -$13K – 264
2013
Q4 		$13K Hold
296
– – 0.01% 182
2013
Q3 		$12K Hold
296
– – 0.01% 163
2013
Q2 		$12K Buy
+296
New +$11.5K 0.01% 155

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

NewSquare Capital's WFC Position: Q1 2026 in Review

NewSquare Capital reduced its Wells Fargo (WFC) stake by 1.3% in Q1 2026, selling an estimated $3.09K and leaving 2,841 shares worth $226K. The position accounts for 0.02% of the portfolio, ranked #200.

NewSquare Capital first reported a position in WFC in Q2 2013 and has held it in 47 quarters since. The position peaked at $268K in Q4 2025. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • NewSquare Capital held 2,841 shares of Wells Fargo worth $226K as of Q1 2026.
  • NewSquare Capital sold 36 Wells Fargo shares in Q1 2026, an estimated $3.09K.
  • Wells Fargo made up 0.02% of NewSquare Capital's portfolio in Q1 2026, its #200 holding.
  • NewSquare Capital first reported a position in Wells Fargo in Q2 2013 and has held it in 47 quarters since.
  • NewSquare Capital's Wells Fargo position peaked at $268K in Q4 2025.
  • 2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on NewSquare Capital's 13F filing for Q1 2026, filed 8 May 2026.