HCA
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Heck Capital Advisors’s Wells Fargo WFC Stock Holding History

Heck Capital 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
Q1 		– Sell
-4,839
Closed -$451K – 234
2025
Q4 		$451K Buy
+4,839
New +$420K 0.03% 159
2025
Q1 		– Sell
-953
Closed -$66.9K – 792
2024
Q4 		$66.9K Buy
+953
New +$65.1K ﹤0.01% 329

Other funds holding WFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Heck Capital Advisors's WFC Position: Q1 2026 in Review

Heck Capital Advisors sold out of Wells Fargo (WFC) in Q1 2026, closing a stake of 4,839 shares — an estimated $451K sold.

Heck Capital Advisors first reported a position in WFC in Q4 2024 and held it in 2 quarters. The position peaked at $451K in Q4 2025. 2,819 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Heck Capital Advisors reported no remaining Wells Fargo position as of Q1 2026 after selling out during the quarter.
  • Heck Capital Advisors sold 4,839 Wells Fargo shares in Q1 2026, an estimated $451K.
  • Heck Capital Advisors first reported a position in Wells Fargo in Q4 2024 and held it in 2 quarters.
  • Heck Capital Advisors's Wells Fargo position peaked at $451K in Q4 2025.
  • 2,819 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Heck Capital Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.