Newton One Investments’s Wells Fargo WFC Stock Holding History

Newton One Investments’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	$24.9K	Buy	313 +2	+0.6%	+$172	0.01%	83
2025 Q4	$29K	Buy	311 +1	+0.3%	+$87	0.01%	81
2025 Q3	$25.9K	Buy	310 +2	+0.6%	+$162	0.01%	82
2025 Q2	$24.7K	Buy	308 +2	+0.7%	+$144	0.01%	82
2025 Q1	$22K	Buy	306 +1	+0.3%	+$75	0.01%	82
2024 Q4	$21.4K	Buy	+305	New	+$20.8K	0.01%	78
2024 Q3	–	Sell	-301	Closed	-$17.9K	–	110
2024 Q2	$17.9K	Buy	301 +2	+0.7%	+$118	0.01%	80
2024 Q1	$17.3K	Buy	299 +2	+0.7%	+$105	0.01%	81
2023 Q4	$14.6K	Sell	297 -59	-17%	-$2.55K	0.01%	86
2023 Q3	$14.5K	Buy	356 +3	+0.8%	+$130	0.01%	88
2023 Q2	$15K	Buy	353 +3	+0.9%	+$121	0.01%	90
2023 Q1	$13.1K	Hold	350	–	–	0.01%	88
2022 Q4	$14.5K	Hold	350	–	–	0.01%	87
2022 Q3	$14K	Hold	350	–	–	0.01%	93
2022 Q2	$14K	Hold	350	–	–	0.01%	96
2022 Q1	$17K	Hold	350	–	–	0.01%	96
2021 Q4	$17K	Sell	350 -350	-50%	-$17.2K	0.01%	94
2021 Q3	$32K	Hold	700	–	–	0.02%	79
2021 Q2	$32K	Buy	+700	New	+$31.3K	0.03%	78

Other funds holding WFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Newton One Investments's WFC Position: Q1 2026 in Review

Newton One Investments increased its Wells Fargo (WFC) stake by 0.64% in Q1 2026, buying an estimated $172 and bringing the position to 313 shares worth $24.9K. The position accounts for 0.01% of the portfolio, ranked #83.

Newton One Investments first reported a position in WFC in Q2 2021 and has held it in 19 quarters since. The position peaked at $32K in Q3 2021. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Newton One Investments held 313 shares of Wells Fargo worth $24.9K as of Q1 2026.
Newton One Investments bought 2 Wells Fargo shares in Q1 2026, an estimated $172.
Wells Fargo made up 0.01% of Newton One Investments's portfolio in Q1 2026, its #83 holding.
Newton One Investments first reported a position in Wells Fargo in Q2 2021 and has held it in 19 quarters since.
Newton One Investments's Wells Fargo position peaked at $32K in Q3 2021.
2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Newton One Investments's 13F filing for Q1 2026, filed 24 Apr 2026.