New World Advisors LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1767724 HINGHAM, MA

Position in WFC

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$336,262

+$61,130 QoQ

Shares Held

4,069

+17.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#2,105

of 2,859 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

New World Advisors LLC holds $3,237,883 across 4 Banks - Diversified names. WFC ranks #4 (10.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	6,080	$1,990,166
2	BAC	Bank Of America Corp /De/	9,789	$557,777
3	C	Citigroup Inc	2,527	$353,678
4	WFC	Wells Fargo & Company/Mn This page	4,069	$336,262

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$336,262	4,069	+17.7%	Shares	Defined	2026-08-12
2026-03-31	$275,132	3,456	-9.2%	Shares	Defined	2026-04-27
2025-12-31	$354,905	3,808	+9.6%	Shares	Defined	2026-02-06
2025-09-30	$291,190	3,474	+22.2%	Shares	Defined	2025-11-06
2025-06-30	$227,701	2,842	—	Shares	Defined	2025-08-12
No filing history on record for this holder in this stock.