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
Other major holders of WFC: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Increased |
| 1.1M |
+7.8% |
| $87.6M |
| 1.0% |
| $82.53 |
51 |
| 2025-Q4 | 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 |