First Heartland Consultants’s Wells Fargo WFC Stock Holding History

First Heartland Consultants’s Portfolio WFC Stock Details WFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$757K	Buy	9,166 +4,701	+105%	+$378K	0.05%	255
2026 Q1	$355K	Buy	4,465 +20	+0.4%	+$1.72K	0.03%	363
2025 Q4	$414K	Sell	4,445 -351	-7%	-$30.5K	0.03%	328
2025 Q3	$402K	Sell	4,796 -393	-8%	-$31.9K	0.03%	333
2025 Q2	$416K	Buy	5,189 +97	+2%	+$6.99K	0.04%	312
2025 Q1	$366K	Buy	5,092 +1,270	+33%	+$95.3K	0.04%	300
2024 Q4	$268K	Sell	3,822 -1,655	-30%	-$113K	0.03%	368
2024 Q3	$309K	Buy	+5,477	New	+$310K	0.03%	324
2022 Q2	–	Sell	-4,983	Closed	-$241K	–	398
2022 Q1	$241K	Sell	4,983 -351	-7%	-$18.8K	0.04%	301
2021 Q4	$255	Sell	5,334 -264	-5%	-$13K	0.01%	311
2021 Q3	$260K	Sell	5,598 -129	-2%	-$5.97K	0.04%	312
2021 Q2	$259K	Buy	5,727 +189	+3%	+$8.44K	0.04%	317
2021 Q1	$216K	Buy	+5,538	New	+$196K	0.03%	359
2020 Q2	–	Sell	-7,587	Closed	-$218K	–	301
2020 Q1	$218K	Buy	7,587 +26	+0.3%	+$1.1K	0.06%	218
2019 Q4	$407K	Buy	7,561 +721	+11%	+$37.8K	0.08%	196
2019 Q3	$345K	Buy	6,840 +577	+9%	+$27.2K	0.07%	209
2019 Q2	$296K	Sell	6,263 -535	-8%	-$25K	0.07%	214
2019 Q1	$329K	Buy	6,798 +155	+2%	+$7.62K	0.09%	193
2018 Q4	$306K	Sell	6,643 -1,091	-14%	-$55.9K	0.11%	171
2018 Q3	$406K	Sell	7,734 -993	-11%	-$56.7K	0.13%	157
2018 Q2	$484K	Sell	8,727 -575	-6%	-$30.8K	0.17%	135
2018 Q1	$487K	Buy	9,302 +1,027	+12%	+$61K	0.15%	159
2017 Q4	$502K	Sell	8,275 -9,870	-54%	-$557K	0.15%	153
2017 Q3	$1M	Buy	18,145 +501	+3%	+$26.6K	0.24%	120
2017 Q2	$978K	Buy	17,644 +441	+3%	+$23.6K	0.25%	114
2017 Q1	$958K	Sell	17,203 -780	-4%	-$44.3K	0.27%	110
2016 Q4	$991K	Sell	17,983 -1,989	-10%	-$100K	0.3%	91
2016 Q3	$884K	Buy	19,972 +573	+3%	+$27.4K	0.26%	105
2016 Q2	$918	Buy	19,399 +1,916	+11%	+$93.4K	0.1%	91
2016 Q1	$845K	Buy	17,483 +722	+4%	+$35.4K	0.32%	81
2015 Q4	$911K	Buy	16,761 +492	+3%	+$26.7K	0.35%	78
2015 Q3	$835K	Buy	16,269 +452	+3%	+$24.9K	0.35%	80
2015 Q2	$890	Sell	15,817 -213	-1%	-$11.9K	0.24%	84
2015 Q1	$872K	Buy	16,030 +34	+0.2%	+$1.84K	0.33%	91
2014 Q4	$877K	Sell	15,996 -758	-5%	-$40.1K	0.36%	79
2014 Q3	$869K	Sell	16,754 -58	-0.3%	-$2.98K	0.38%	76
2014 Q2	$884K	Sell	16,812 -183	-1%	-$9.2K	0.4%	79
2014 Q1	$845K	Buy	16,995 +357	+2%	+$16.6K	0.42%	67
2013 Q4	$755K	Buy	16,638 +465	+3%	+$20.1K	0.42%	71
2013 Q3	$671K	Buy	16,173 +2,306	+17%	+$98.4K	0.41%	72
2013 Q2	$572K	Buy	+13,867	New	+$540K	0.33%	80

Other funds holding WFC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

DJC

Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

First Heartland Consultants's WFC Position: Q2 2026 in Review

First Heartland Consultants increased its Wells Fargo (WFC) stake by 105% in Q2 2026, buying an estimated $378K and bringing the position to 9,166 shares worth $757K. The position accounts for 0.05% of the portfolio, ranked #255.

First Heartland Consultants first reported a position in WFC in Q2 2013 and has held it in 41 quarters since. The position peaked at $1M in Q3 2017. 909 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

First Heartland Consultants held 9,166 shares of Wells Fargo worth $757K as of Q2 2026.
First Heartland Consultants bought 4,701 Wells Fargo shares in Q2 2026, an estimated $378K.
Wells Fargo made up 0.05% of First Heartland Consultants's portfolio in Q2 2026, its #255 holding.
First Heartland Consultants first reported a position in Wells Fargo in Q2 2013 and has held it in 41 quarters since.
First Heartland Consultants's Wells Fargo position peaked at $1M in Q3 2017.
909 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.