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WFC
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Position history for NewEdge Wealth, LLC's holdings in WELLS FARGO & CO

NewEdge Wealth, LLC holds 1.1M shares of WFC (WELLS FARGO & CO), worth $87.6M as of 2026-Q1. The position was increased (+7.8% shares). WFC represents 1.0% of NewEdge Wealth, LLC's portfolio.

Current Value

$87.6M

Current Shares

1.1M

Total Value Change

+$44.9M

Total Shares Change

+381,861

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
1.1M
+7.8%
$87.6M1.0%$82.53
51
2025-Q4
Increased
1M
+3.9%
$95.1M1.1%$93.85
49
2025-Q3
Increased
982,921
+2.9%
$85.5M1.2%$83.80
48
2025-Q2
Increased
954,894
+6.5%
$73.6M1.2%$78.24
50
2025-Q1
Increased
896,427
+4.2%
$64.4M1.2%$69.19
49
2024-Q4
Increased
860,011
+5.5%
$60.4M1.0%$68.58
49
2024-Q3
Increased
815,590
+13.4%
$46.1M0.8%$54.13
47
2024-Q2
Decreased
718,888
-14.4%
$42.7M0.9%$57.08
0

Other major holders of WFC: VANGUARD GROUP INC, BlackRock, Inc.

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