Position in WFC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$45,895,198
-$45,151,176 QoQ
Shares Held
555,363
-51.4% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#255
of 2,853 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026NewEdge Advisors, LLC holds $761,328,374 across 18 Banks - Diversified names. WFC ranks #4 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
1,455,328 | $476,372,514 | |
| 2 | BAC |
Bank Of America Corp /De/
|
1,764,963 | $100,567,591 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
502,866 | $72,719,452 | |
| 4 | WFC |
Wells Fargo & Company/Mn
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|
555,363 | $45,895,198 | |
| 5 | C |
Citigroup Inc
|
271,355 | $37,978,845 | |
| 6 | RY |
Royal Bank Of Canada
|
39,449 | $8,164,759 | |
| 7 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
224,896 | $5,635,893 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
34,412 | $3,272,237 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $45,895,198 | 555,363 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $91,046,374 | 1,143,655 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $104,414,290 | 1,120,325 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $88,485,002 | 1,055,655 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $80,302,833 | 1,002,282 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $66,567,923 | 927,259 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $66,370,618 | 944,912 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $52,870,685 | 935,930 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $51,644,178 | 869,577 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $47,336,163 | 816,704 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $39,512,044 | 802,764 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $7,971,295 | 195,088 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $7,447,489 | 174,496 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $6,847,193 | 183,178 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $6,417,498 | 155,425 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $5,701,707 | 141,763 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,171,027 | 132,015 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $5,593,592 | 115,427 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $4,940,596 | 102,972 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $4,317,011 | 93,019 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $3,551,415 | 78,415 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $2,082,899 | 53,312 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $1,267,016 | 41,982 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $1,387,348 | 59,011 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $2,112,051 | 82,502 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $1,855,713 | 64,659 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||