Union Heritage Capital’s Wells Fargo WFC Stock Holding History

Union Heritage Capital’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 Q3	$1.37M	Sell	17,149 -28,821	-63%	-$2.49M	0.49%	48
2026 Q2	$3.8M	Hold	45,970	–	–	1.29%	29
2026 Q1	$3.66M	Hold	45,970	–	–	1.36%	29
2025 Q4	$4.28M	Hold	45,970	–	–	1.45%	24
2025 Q3	$3.85M	Hold	45,970	–	–	1.25%	26
2025 Q2	$3.68M	Hold	45,970	–	–	1.28%	26
2025 Q1	$3.3M	Hold	45,970	–	–	1.23%	30
2024 Q4	$3.23M	Hold	45,970	–	–	1.19%	31
2024 Q3	$2.6M	Hold	45,970	–	–	0.96%	38
2024 Q2	$2.73M	Hold	45,970	–	–	1.07%	32
2024 Q1	$2.66M	Hold	45,970	–	–	1.06%	35
2023 Q4	$2.26M	Hold	45,970	–	–	1.17%	34
2023 Q3	$1.88M	Hold	45,970	–	–	1.07%	35
2023 Q2	$1.96M	Hold	45,970	–	–	1.06%	33
2023 Q1	$1.72M	Hold	45,970	–	–	1.04%	35
2022 Q4	$1.9M	Hold	45,970	–	–	1.16%	34
2022 Q3	$1.85M	Hold	45,970	–	–	1.23%	32
2022 Q2	$1.8M	Hold	45,970	–	–	1.16%	35
2022 Q1	$2.23M	Hold	45,970	–	–	1.24%	33
2021 Q4	$2.21M	Hold	45,970	–	–	1.03%	36
2021 Q3	$2.13M	Hold	45,970	–	–	1%	35
2021 Q2	$2.08M	Buy	45,970 +15,000	+48%	+$670K	0.97%	35
2021 Q1	$1.21M	Buy	+30,970	New	+$1.1M	0.6%	46

Other funds holding WFC

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Union Heritage Capital's WFC Position: Q3 2026 in Review

Union Heritage Capital reduced its Wells Fargo (WFC) stake by 63% in Q3 2026, selling an estimated $2.49M and leaving 17,149 shares worth $1.37M. The position accounts for 0.49% of the portfolio, ranked #48.

Union Heritage Capital first reported a position in WFC in Q1 2021 and has held it in 23 quarters since. The position peaked at $4.28M in Q4 2025. 2,516 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

Union Heritage Capital held 17,149 shares of Wells Fargo worth $1.37M as of Q3 2026.
Union Heritage Capital sold 28,821 Wells Fargo shares in Q3 2026, an estimated $2.49M.
Wells Fargo made up 0.49% of Union Heritage Capital's portfolio in Q3 2026, its #48 holding.
Union Heritage Capital first reported a position in Wells Fargo in Q1 2021 and has held it in 23 quarters since.
Union Heritage Capital's Wells Fargo position peaked at $4.28M in Q4 2025.
2,516 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Union Heritage Capital's 13F filing for Q3 2026, filed 12 Nov 2026.