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Heartwood Wealth Advisors’s Wells Fargo WFC Stock Holding History

Heartwood Wealth Advisors’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 		$258K Hold
3,120
– – 0.02% 209
2026
Q1 		$248K Buy
3,120
+61
+2% +$5.24K 0.02% 195
2025
Q4 		$285K Sell
3,059
-185
-6% -$16.1K 0.03% 164
2025
Q3 		$272K Hold
3,244
– – 0.03% 169
2025
Q2 		$260K Buy
+3,244
New +$234K 0.03% 162
2024
Q3 		– Sell
-4,718
Closed -$280K – 179
2024
Q2 		$280K Buy
4,718
+1,235
+35% +$72.9K 0.03% 139
2024
Q1 		$202K Buy
+3,483
New +$182K 0.02% 157

Other funds holding WFC

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
CF
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Heartwood Wealth Advisors's WFC Position: Q2 2026 in Review

Heartwood Wealth Advisors held its Wells Fargo (WFC) position steady in Q2 2026 at 3,120 shares worth $258K. The position accounts for 0.02% of the portfolio, ranked #209.

Heartwood Wealth Advisors first reported a position in WFC in Q1 2024 and has held it in 7 quarters since. The position peaked at $285K in Q4 2025. 1,074 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Heartwood Wealth Advisors held 3,120 shares of Wells Fargo worth $258K as of Q2 2026.
  • Heartwood Wealth Advisors left its Wells Fargo share count unchanged in Q2 2026.
  • Wells Fargo made up 0.02% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #209 holding.
  • Heartwood Wealth Advisors first reported a position in Wells Fargo in Q1 2024 and has held it in 7 quarters since.
  • Heartwood Wealth Advisors's Wells Fargo position peaked at $285K in Q4 2025.
  • 1,074 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.