Highland Investment Advisors’s Wells Fargo WFC Stock Holding History

Highland Investment 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 Q2	$75.5K	Buy	+913	New	+$73.4K	0.03%	143

Other funds holding WFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Highland Investment Advisors's WFC Position: Q2 2026 in Review

Highland Investment Advisors opened a new position in Wells Fargo (WFC) in Q2 2026: 913 shares worth $75.5K. The stake represents 0.03% of the portfolio and ranks #143 among its holdings.

2,741 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Highland Investment Advisors held 913 shares of Wells Fargo worth $75.5K as of Q2 2026.
Wells Fargo was a new Highland Investment Advisors position in Q2 2026.
Wells Fargo made up 0.03% of Highland Investment Advisors's portfolio in Q2 2026, its #143 holding.
2,741 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Highland Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.