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 Q2	$1.9M	Sell	22,998 -4,284	-16%	-$344K	0.73%	31
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Heritage Family Offices's WFC Position: Q2 2026 in Review

Heritage Family Offices reduced its Wells Fargo (WFC) stake by 16% in Q2 2026, selling an estimated $344K and leaving 22,998 shares worth $1.9M. The position accounts for 0.73% of the portfolio, ranked #31.

Heritage Family Offices first reported a position in WFC in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.06M in Q4 2025. 2,866 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Heritage Family Offices held 22,998 shares of Wells Fargo worth $1.9M as of Q2 2026.
Heritage Family Offices sold 4,284 Wells Fargo shares in Q2 2026, an estimated $344K.
Wells Fargo made up 0.73% of Heritage Family Offices's portfolio in Q2 2026, its #31 holding.
Heritage Family Offices first reported a position in Wells Fargo in Q2 2024 and has held it in 9 quarters since.
Heritage Family Offices's Wells Fargo position peaked at $3.06M in Q4 2025.
2,866 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.