Position history for NewEdge Wealth, LLC's holdings in WELLS FARGO CO NEW
NewEdge Wealth, LLC holds 1M shares of WFC (WELLS FARGO CO NEW), worth $95.1M as of 2025-Q4. The position was increased (++3.9% shares). WFC represents 1.1% of NewEdge Wealth, LLC's portfolio.
Current Value
$95.1M
Current Shares
1M
Total Value Change
+$52.5M
Total Shares Change
+301,999
Other major holders of WFC: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Increased |
| 1M |
+3.9% |
| $95.1M |
| 1.1% |
| $93.85 |
49 |
| 2025-Q3 | Increased | 982,921 | +2.9% | $85.5M | 1.2% | $83.80 | 48 |
| 2025-Q2 | Increased | 954,894 | +6.5% | $73.6M | 1.2% | $78.24 | 50 |
| 2025-Q1 | Increased | 896,427 | +4.2% | $64.4M | 1.2% | $69.19 | 49 |
| 2024-Q4 | Increased | 860,011 | +5.5% | $60.4M | 1.0% | $68.58 | 49 |
| 2024-Q3 | Increased | 815,590 | +13.4% | $46.1M | 0.8% | $54.13 | 47 |
| 2024-Q2 | Decreased | 718,888 | -14.4% | $42.7M | 0.9% | $57.08 | 0 |