Position in WFC
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$87,630,627
-$7,516,041 QoQ
Shares Held
1,100,749
+7.8% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
1.50%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 2.553534002756305.ToString("F0")%
Shared 0.ToString("F0")%
None 97.44646599724369.ToString("F0")%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026NewEdge Wealth, LLC holds $274,362,446 across 13 Banks - Diversified names. WFC ranks #2 (31.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
492,565 | $144,892,920 | |
| 2 | WFC |
Wells Fargo & Company/Mn
This page
|
1,100,749 | $87,630,627 | |
| 3 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
610,642 | $13,226,505 | |
| 4 | BAC |
Bank Of America Corp /De/
|
196,008 | $9,555,390 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
67,698 | $5,584,408 | |
| 6 | SAN |
Banco Santander, S.A.
|
351,179 | $3,961,299 | |
| 7 | C |
Citigroup Inc
|
29,064 | $3,296,148 | |
| 8 | BNY |
Bank of New York Mellon Corp
|
17,024 | $2,019,557 |
All Filings in WFC
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $87,630,627 | 1,100,749 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $95,146,668 | 1,020,887 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $82,388,438 | 982,921 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $76,506,107 | 954,894 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $64,354,494 | 896,427 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $60,407,172 | 860,011 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $46,072,679 | 815,590 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $42,694,758 | 718,888 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $48,657,420 | 839,500 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $37,551,414 | 762,930 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $15,891,843 | 388,934 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $14,626,862 | 342,710 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $12,248,117 | 327,665 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $16,265,121 | 393,924 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $14,796,133 | 367,880 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $12,921,477 | 329,882 | Shares | Sole | 2022-08-09 | |
| No filing history on record for this holder in this stock. | ||||||