HFO
WFC icon

Heritage Family Offices’s Wells Fargo WFC Stock Holding History

Heritage Family Offices’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 		$2.17M Sell
27,282
-5,518
-17% -$474K 0.96% 23
2025
Q4 		$3.06M Buy
32,800
+19,869
+154% +$1.72M 1.39% 13
2025
Q3 		$1.08M Buy
12,931
+38
+0.3% +$3.08K 0.5% 46
2025
Q2 		$911K Hold
12,893
– – 0.46% 54
2025
Q1 		$926K Buy
12,893
+18
+0.1% +$1.35K 0.47% 52
2024
Q4 		$904K Buy
12,875
+18
+0.1% +$1.23K 0.45% 49
2024
Q3 		$726K Buy
12,857
+24
+0.2% +$1.36K 0.38% 58
2024
Q2 		$762K Buy
+12,833
New +$758K 0.42% 54

Other funds holding WFC

BlackRock
BlackRock New York $5.7T 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 $1.47T 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