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Highland Investment Advisors LLC’s Wells Fargo WFC Stock Holding History

Highland Investment Advisors LLC’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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

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

Highland Investment Advisors LLC 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.

2,439 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Highland Investment Advisors LLC held 913 shares of Wells Fargo worth $75.5K as of Q2 2026.
  • Wells Fargo was a new Highland Investment Advisors LLC position in Q2 2026.
  • Wells Fargo made up 0.03% of Highland Investment Advisors LLC's portfolio in Q2 2026, its #143 holding.
  • 2,439 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

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