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WFCWFC
17 quarters

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

NewEdge Wealth, LLC holds 773,121 shares of WFC (WELLS FARGO & CO), worth $63.9M as of 2026-Q2. The position was decreased (-29.8% shares). WFC represents 0.6% of NewEdge Wealth, LLC's portfolio.

Current Value

$63.9M

Current Shares

773,121

Total Value Change

+$51M

Total Shares Change

+443,239

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
773,121
-29.8%
$63.9M0.6%$82.17
0
2026-Q1
Increased
1.1M
+7.8%
$87.6M1.0%$78.71
51
2025-Q4
Increased
1M
+3.9%
$95.1M1.1%$91.69
49
2025-Q3
Increased
982,921
+2.9%
$85.5M1.2%$82.03
48
2025-Q2
Increased
954,894
+6.5%
$73.6M1.2%$77.95
50
2025-Q1
Increased
896,427
+4.2%
$64.4M1.2%$69.47
49
2024-Q4
Increased
860,011
+5.5%
$60.4M1.0%$67.63
49
2024-Q3
Increased
815,590
+13.4%
$46.1M0.8%$54.08
47
2024-Q2
Decreased
718,888
-14.4%
$42.7M0.9%$56.43
0
2024-Q1
Increased
839,500
+10.0%
$50.2M1.1%$54.75
51
2023-Q4
Increased
762,930
+96.2%
$37.6M1.0%$46.17
65
2023-Q3
Increased
388,934
+13.5%
$15.9M0.5%$37.99
45
2023-Q2
Increased
342,710
+4.6%
$14.6M0.5%$39.38
35
2023-Q1
Decreased
327,665
-16.8%
$12.2M0.5%$34.22
0
2022-Q4
Increased
393,924
+7.1%
$16.3M0.7%$37.56
43
2022-Q3
Increased
367,880
+11.5%
$14.8M0.7%$36.35
44
2022-Q2
New
329,882
-
$12.9M0.6%$35.16
55

Other major holders of WFC: BNP PARIBAS FINANCIAL MARKETS, VANGUARD GROUP INC, BlackRock, Inc., JPMORGAN CHASE & CO

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