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 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 New York $5.7T AUM 30.48% 1-Year Est. Return

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 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

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