Heartland Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $159K | Hold |
2,000
| – | – | 0.01% | 234 |
|
|
2025
Q4 | $186K | Hold |
2,000
| – | – | 0.01% | 238 |
|
|
2025
Q3 | $168K | Hold |
2,000
| – | – | 0.01% | 228 |
|
|
2025
Q2 | $160K | Buy |
+2,000
| New | +$144K | 0.01% | 206 |
|
|
2024
Q3 | – | Sell |
-31,079
| Closed | -$1.85M | – | 198 |
|
|
2024
Q2 | $1.85M | Sell |
31,079
-7,785
| -20% | -$460K | 0.1% | 163 |
|
|
2024
Q1 | $2.25M | Buy |
38,864
+239
| +0.6% | +$12.5K | 0.12% | 157 |
|
|
2023
Q4 | $1.9M | Sell |
38,625
-2,657
| -6% | -$115K | 0.1% | 167 |
|
|
2023
Q3 | $1.69M | Sell |
41,282
-359
| -0.9% | -$15.5K | 0.09% | 166 |
|
|
2023
Q2 | $1.78M | Buy |
41,641
+158
| +0.4% | +$6.36K | 0.1% | 163 |
|
|
2023
Q1 | $1.55M | Buy |
41,483
+12,577
| +44% | +$548K | 0.1% | 167 |
|
|
2022
Q4 | $1.19M | Buy |
28,906
+336
| +1% | +$14.9K | 0.08% | 176 |
|
|
2022
Q3 | $1.15M | Sell |
28,570
-11,588
| -29% | -$498K | 0.09% | 176 |
|
|
2022
Q2 | $1.57M | Buy |
40,158
+189
| +0.5% | +$8.29K | 0.11% | 180 |
|
|
2022
Q1 | $1.94M | Buy |
39,969
+657
| +2% | +$35.2K | 0.12% | 178 |
|
|
2021
Q4 | $1.89M | Buy |
39,312
+10,226
| +35% | +$503K | 0.11% | 191 |
|
|
2021
Q3 | $1.35M | Buy |
29,086
+243
| +0.8% | +$11.2K | 0.08% | 202 |
|
|
2021
Q2 | $1.31M | Sell |
28,843
-122
| -0.4% | -$5.45K | 0.08% | 214 |
|
|
2021
Q1 | $1.13M | Buy |
+28,965
| New | +$1.03M | 0.07% | 216 |
|
|
2020
Q1 | – | Sell |
-218,668
| Closed | -$11.8M | – | 218 |
|
|
2019
Q4 | $11.8M | Sell |
218,668
-69,428
| -24% | -$3.64M | 0.87% | 36 |
|
|
2019
Q3 | $14.5M | Sell |
288,096
-9,089
| -3% | -$428K | 1.11% | 12 |
|
|
2019
Q2 | $14.1M | Sell |
297,185
-18,198
| -6% | -$851K | 1.03% | 16 |
|
|
2019
Q1 | $15.2M | Buy |
315,383
+40,125
| +15% | +$1.97M | 1.13% | 13 |
|
|
2018
Q4 | $12.7M | Sell |
275,258
-3,873
| -1% | -$198K | 1.05% | 20 |
|
|
2018
Q3 | $14.7M | Buy |
279,131
+32,149
| +13% | +$1.84M | 0.98% | 18 |
|
|
2018
Q2 | $13.7M | Buy |
246,982
+3,849
| +2% | +$206K | 0.9% | 28 |
|
|
2018
Q1 | $12.7M | Sell |
243,133
-31,424
| -11% | -$1.87M | 0.85% | 30 |
|
|
2017
Q4 | $16.7M | Buy |
274,557
+1,528
| +0.6% | +$86.3K | 1.07% | 17 |
|
|
2017
Q3 | $15.1M | Buy |
273,029
+481
| +0.2% | +$25.6K | 0.97% | 19 |
|
|
2017
Q2 | $15.1M | Buy |
272,548
+10,318
| +4% | +$553K | 0.97% | 20 |
|
|
2017
Q1 | $14.6M | Buy |
262,230
+38,190
| +17% | +$2.17M | 0.89% | 21 |
|
|
2016
Q4 | $12.3M | Buy |
224,040
+48,905
| +28% | +$2.46M | 0.68% | 55 |
|
|
2016
Q3 | $7.75M | Buy |
+175,135
| New | +$8.38M | 0.45% | 99 |
|
Other funds holding WFC
VCM
VPM
Heartland Advisors's WFC Position: Q1 2026 in Review
Heartland Advisors held its Wells Fargo (WFC) position steady in Q1 2026 at 2,000 shares worth $159K. The position accounts for 0.01% of the portfolio, ranked #234.
Heartland Advisors first reported a position in WFC in Q3 2016 and has held it in 32 quarters since. The position peaked at $16.7M in Q4 2017. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.
- Heartland Advisors held 2,000 shares of Wells Fargo worth $159K as of Q1 2026.
- Heartland Advisors left its Wells Fargo share count unchanged in Q1 2026.
- Wells Fargo made up 0.01% of Heartland Advisors's portfolio in Q1 2026, its #234 holding.
- Heartland Advisors first reported a position in Wells Fargo in Q3 2016 and has held it in 32 quarters since.
- Heartland Advisors's Wells Fargo position peaked at $16.7M in Q4 2017.
- 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.
Based on Heartland Advisors's 13F filing for Q1 2026, filed 6 May 2026.