HWA
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Heritage Wealth Advisors’s Wells Fargo WFC Stock Holding History

Heritage Wealth 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 		$153K Buy
1,921
+315
+20% +$27.1K 0.01% 223
2025
Q4 		$150K Hold
1,606
– – 0.01% 241
2025
Q3 		$135K Sell
1,606
-200
-11% -$16.2K 0.01% 229
2025
Q2 		$145K Hold
1,806
– – 0.01% 223
2025
Q1 		$130K Hold
1,806
– – 0.01% 226
2024
Q4 		$127K Hold
1,806
– – 0.01% 237
2024
Q3 		$102K Buy
1,806
+200
+12% +$11.3K ﹤0.01% 264
2024
Q2 		$95.4K Hold
1,606
– – ﹤0.01% 254
2024
Q1 		$93.1K Hold
1,606
– – ﹤0.01% 267
2023
Q4 		$79K Buy
1,606
+300
+23% +$12.9K ﹤0.01% 290
2023
Q3 		$53.4K Hold
1,306
– – ﹤0.01% 293
2023
Q2 		$55.7K Sell
1,306
-2,902
-69% -$117K ﹤0.01% 312
2023
Q1 		$157K Hold
4,208
– – 0.01% 220
2022
Q4 		$174K Sell
4,208
-285
-6% -$12.6K 0.01% 224
2022
Q3 		$181K Sell
4,493
-2,100
-32% -$90.2K 0.01% 204
2022
Q2 		$258K Buy
6,593
+5,287
+405% +$232K 0.02% 176
2022
Q1 		$63K Hold
1,306
– – ﹤0.01% 292
2021
Q4 		$63K Hold
1,306
– – ﹤0.01% 309
2021
Q3 		$60.6K Hold
1,306
– – ﹤0.01% 302
2021
Q2 		$59.1K Hold
1,306
– – ﹤0.01% 309
2021
Q1 		$51K Sell
1,306
-1
-0.1% -$35 ﹤0.01% 332
2020
Q4 		$39K Sell
1,307
-1,490
-53% -$38.6K ﹤0.01% 350
2020
Q3 		$65.8K Hold
2,797
– – 0.01% 246
2020
Q2 		$71.6K Sell
2,797
-1,000
-26% -$27.4K 0.01% 235
2020
Q1 		$109K Sell
3,797
-819
-18% -$34.8K 0.02% 184
2019
Q4 		$248K Buy
4,616
+819
+22% +$42.9K 0.03% 144
2019
Q3 		$191K Sell
3,797
-907
-19% -$42.7K 0.03% 159
2019
Q2 		$223K Buy
4,704
+907
+24% +$42.4K 0.03% 135
2019
Q1 		$183K Hold
3,797
– – 0.03% 135
2018
Q4 		$174K Sell
3,797
-34
-0.9% -$1.74K 0.03% 127
2018
Q3 		$201K Hold
3,831
– – 0.04% 121
2018
Q2 		$213K Sell
3,831
-28,033
-88% -$1.5M 0.08% 111
2018
Q1 		$1.67M Buy
31,864
+3,857
+14% +$229K 0.69% 29
2017
Q4 		$1.69M Buy
28,007
+892
+3% +$50.4K 0.72% 29
2017
Q3 		$1.5M Buy
27,115
+3,025
+13% +$161K 0.75% 29
2017
Q2 		$1.34M Sell
24,090
-787
-3% -$42.2K 0.69% 34
2017
Q1 		$1.39M Buy
24,877
+1,816
+8% +$103K 0.75% 30
2016
Q4 		$1.27M Buy
23,061
+2,748
+14% +$138K 0.83% 21
2016
Q3 		$899K Buy
20,313
+4,226
+26% +$202K 0.62% 27
2016
Q2 		$758K Buy
16,087
+7,790
+94% +$380K 0.51% 30
2016
Q1 		$399K Buy
8,297
+1,326
+19% +$64.9K 0.31% 44
2015
Q4 		$382K Buy
6,971
+973
+16% +$52.8K 0.32% 47
2015
Q3 		$309K Buy
5,998
+914
+18% +$50.3K 0.27% 55
2015
Q2 		$287K Buy
5,084
+1
+0% +$56 0.24% 71
2015
Q1 		$278K Hold
5,083
– – 0.23% 74
2014
Q4 		$280K Buy
5,083
+487
+11% +$25.8K 0.25% 71
2014
Q3 		$239K Sell
4,596
-785
-15% -$40.4K 0.25% 62
2014
Q2 		$283K Buy
5,381
+10
+0.2% +$503 0.3% 57
2014
Q1 		$266K Hold
5,371
– – 0.31% 57
2013
Q4 		$245K Buy
+5,371
New +$232K 0.31% 57

Other funds holding WFC

BlackRock
BlackRock New York $5.72T 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 $1.56T 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

Heritage Wealth Advisors's WFC Position: Q1 2026 in Review

Heritage Wealth Advisors increased its Wells Fargo (WFC) stake by 20% in Q1 2026, buying an estimated $27.1K and bringing the position to 1,921 shares worth $153K. The position accounts for 0.01% of the portfolio, ranked #223.

Heritage Wealth Advisors first reported a position in WFC in Q4 2013 and has held it in 50 quarters since. The position peaked at $1.69M in Q4 2017. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Heritage Wealth Advisors held 1,921 shares of Wells Fargo worth $153K as of Q1 2026.
  • Heritage Wealth Advisors bought 315 Wells Fargo shares in Q1 2026, an estimated $27.1K.
  • Wells Fargo made up 0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #223 holding.
  • Heritage Wealth Advisors first reported a position in Wells Fargo in Q4 2013 and has held it in 50 quarters since.
  • Heritage Wealth Advisors's Wells Fargo position peaked at $1.69M in Q4 2017.
  • 2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.