HIG
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Heritage Investment Group’s Wells Fargo WFC Stock Holding History

Heritage Investment Group’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 		$611K Sell
7,397
-242
-3% -$19.4K 0.08% 74
2026
Q1 		$608K Sell
7,639
-270
-3% -$23.2K 0.09% 67
2025
Q4 		$737K Buy
7,909
+789
+11% +$68.5K 0.11% 57
2025
Q3 		$597K Buy
7,120
+915
+15% +$74.2K 0.1% 67
2025
Q2 		$497K Hold
6,205
– – 0.09% 71
2025
Q1 		$445K Hold
6,205
– – 0.08% 70
2024
Q4 		$436K Hold
6,205
– – 0.08% 68
2024
Q3 		$351K Hold
6,205
– – 0.07% 77
2024
Q2 		$369K Hold
6,205
– – 0.08% 65
2024
Q1 		$360K Sell
6,205
-369
-6% -$19.3K 0.07% 65
2023
Q4 		$324K Sell
6,574
-251
-4% -$10.8K 0.07% 67
2023
Q3 		$279K Buy
6,825
+493
+8% +$21.3K 0.08% 68
2023
Q2 		$270K Sell
6,332
-369
-6% -$14.9K 0.08% 72
2023
Q1 		$250K Buy
6,701
+369
+6% +$16.1K 0.08% 68
2022
Q4 		$261K Sell
6,332
-369
-6% -$16.3K 0.08% 61
2022
Q3 		$270K Buy
6,701
+369
+6% +$15.9K 0.17% 61
2022
Q2 		$248K Hold
6,332
– – 0.14% 66
2022
Q1 		$307K Hold
6,332
– – 0.22% 63
2021
Q4 		$304K Buy
+6,332
New +$312K 0.24% 60

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Heritage Investment Group's WFC Position: Q2 2026 in Review

Heritage Investment Group reduced its Wells Fargo (WFC) stake by 3.2% in Q2 2026, selling an estimated $19.4K and leaving 7,397 shares worth $611K. The position accounts for 0.08% of the portfolio, ranked #74.

Heritage Investment Group first reported a position in WFC in Q4 2021 and has held it in 19 quarters since. The position peaked at $737K in Q4 2025. 2,866 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Heritage Investment Group held 7,397 shares of Wells Fargo worth $611K as of Q2 2026.
  • Heritage Investment Group sold 242 Wells Fargo shares in Q2 2026, an estimated $19.4K.
  • Wells Fargo made up 0.08% of Heritage Investment Group's portfolio in Q2 2026, its #74 holding.
  • Heritage Investment Group first reported a position in Wells Fargo in Q4 2021 and has held it in 19 quarters since.
  • Heritage Investment Group's Wells Fargo position peaked at $737K in Q4 2025.
  • 2,866 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

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