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Heartland Bank & Trust’s Wells Fargo WFC Stock Holding History

Heartland Bank & Trust’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
Q1 		$519K Buy
6,522
+122
+2% +$10.5K 0.12% 124
2025
Q4 		$596K Sell
6,400
-53
-0.8% -$4.6K 0.25% 86
2025
Q3 		$541K Sell
6,453
-282
-4% -$22.9K 0.22% 100
2025
Q2 		$540K Sell
6,735
-149
-2% -$10.7K 0.25% 92
2025
Q1 		$494K Sell
6,884
-8,818
-56% -$662K 0.25% 93
2024
Q4 		$1.1M Sell
15,702
-505
-3% -$34.5K 0.6% 33
2024
Q3 		$916K Sell
16,207
-196
-1% -$11.1K 0.49% 42
2024
Q2 		$974K Buy
16,403
+123
+0.8% +$7.26K 0.55% 34
2024
Q1 		$944K Sell
16,280
-62
-0.4% -$3.24K 0.55% 41
2023
Q4 		$804K Sell
16,342
-602
-4% -$26K 0.55% 41
2023
Q3 		$692K Buy
16,944
+228
+1% +$9.84K 0.55% 47
2023
Q2 		$713K Sell
16,716
-1,574
-9% -$63.4K 0.56% 46
2023
Q1 		$684K Buy
18,290
+1,853
+11% +$80.8K 0.52% 53
2022
Q4 		$679K Sell
16,437
-1,280
-7% -$56.7K 0.5% 47
2022
Q3 		$713K Sell
17,717
-295
-2% -$12.7K 0.68% 44
2022
Q2 		$706K Buy
18,012
+557
+3% +$24.4K 0.63% 50
2022
Q1 		$846K Sell
17,455
-4,185
-19% -$224K 0.64% 48
2021
Q4 		$1.04M Buy
21,640
+441
+2% +$21.7K 0.77% 37
2021
Q3 		$984K Buy
+21,199
New +$981K 0.85% 33

Other funds holding WFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Heartland Bank & Trust's WFC Position: Q1 2026 in Review

Heartland Bank & Trust increased its Wells Fargo (WFC) stake by 1.9% in Q1 2026, buying an estimated $10.5K and bringing the position to 6,522 shares worth $519K. The position accounts for 0.12% of the portfolio, ranked #124.

Heartland Bank & Trust first reported a position in WFC in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.1M in Q4 2024. 2,803 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Heartland Bank & Trust held 6,522 shares of Wells Fargo worth $519K as of Q1 2026.
  • Heartland Bank & Trust bought 122 Wells Fargo shares in Q1 2026, an estimated $10.5K.
  • Wells Fargo made up 0.12% of Heartland Bank & Trust's portfolio in Q1 2026, its #124 holding.
  • Heartland Bank & Trust first reported a position in Wells Fargo in Q3 2021 and has held it in 19 quarters since.
  • Heartland Bank & Trust's Wells Fargo position peaked at $1.1M in Q4 2024.
  • 2,803 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Heartland Bank & Trust's 13F filing for Q1 2026, filed 6 May 2026.