Heritage Wealth Management (Ohio)’s Wells Fargo WFC Stock Holding History

Heritage Wealth Management (Ohio)’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	$350K	Buy	+4,232	New	+$340K	0.09%	208
2026 Q1	–	Sell	-3,580	Closed	-$334K	–	260
2025 Q4	$334K	Hold	3,580	–	–	0.09%	192
2025 Q3	$300K	Hold	3,580	–	–	0.09%	191
2025 Q2	$287K	Sell	3,580 -375	-9%	-$27K	0.09%	188
2025 Q1	$284K	Hold	3,955	–	–	0.1%	191
2024 Q4	$278K	Buy	3,955 +210	+6%	+$14.3K	0.09%	195
2024 Q3	$212K	Hold	3,745	–	–	0.07%	219
2024 Q2	$223K	Buy	+3,745	New	+$221K	0.07%	207

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 Wealth Management (Ohio)'s WFC Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) opened a new position in Wells Fargo (WFC) in Q2 2026: 4,232 shares worth $350K. The stake represents 0.09% of the portfolio and ranks #208 among its holdings. This is a return to the name: Heritage Wealth Management (Ohio) previously reported a position in WFC as recently as Q4 2025.

Heritage Wealth Management (Ohio) first reported a position in WFC in Q2 2024 and has held it in 8 quarters since. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Heritage Wealth Management (Ohio) held 4,232 shares of Wells Fargo worth $350K as of Q2 2026.
Wells Fargo was a new Heritage Wealth Management (Ohio) position in Q2 2026.
Wells Fargo made up 0.09% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #208 holding.
Heritage Wealth Management (Ohio) first reported a position in Wells Fargo in Q2 2024 and has held it in 8 quarters since.
2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.