HWMO
WFC icon

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
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
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 Management (Ohio)'s WFC Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) sold out of Wells Fargo (WFC) in Q1 2026, closing a stake of 3,580 shares — an estimated $334K sold.

Heritage Wealth Management (Ohio) first reported a position in WFC in Q2 2024 and held it in 7 quarters. The position peaked at $334K in Q4 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Heritage Wealth Management (Ohio) reported no remaining Wells Fargo position as of Q1 2026 after selling out during the quarter.
  • Heritage Wealth Management (Ohio) sold 3,580 Wells Fargo shares in Q1 2026, an estimated $334K.
  • Heritage Wealth Management (Ohio) first reported a position in Wells Fargo in Q2 2024 and held it in 7 quarters.
  • Heritage Wealth Management (Ohio)'s Wells Fargo position peaked at $334K in Q4 2025.
  • 2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.