Heritage Wealth Advisors

Position in WFC — Wells Fargo & Company/Mn

CIK 1591122 RICHMOND, VA

Back to WFC Full portfolio

Position in WFC

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$240,317

+$87,387 QoQ

Shares Held

2,927

+50.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#2,368

of 2,859 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in WFC Over Time

Shares Held

Position Value (USD)

Position in Banks - Diversified

Financial Services · as of Jun 30, 2026

Heritage Wealth Advisors holds $42,590,870 across 8 Banks - Diversified names. WFC ranks #4 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	123,143	$40,308,398
2	BAC	Bank Of America Corp /De/	22,025	$1,254,984
3	BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	22,288	$558,537
4	WFC	Wells Fargo & Company/Mn This page	2,927	$240,317
5	RY	Royal Bank Of Canada	600	$124,182
6	C	Citigroup Inc	431	$60,322
7	BNY	Bank of New York Mellon Corp	267	$38,610
8	SAN	Banco Santander, S.A.	400	$5,520

All Filings in WFC

Export CSV

50 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30 WFCNP	—	19	0.0%	Shares	Sole	2026-08-14
2026-06-30	$240,317	2,908	+51.4%	Shares	Sole	2026-08-14
2026-03-31 WFCNP	—	19	0.0%	Shares	Sole	2026-05-14
2026-03-31	$152,930	1,921	+19.6%	Shares	Sole	2026-05-14
2025-12-31 WFCNP	—	19	0.0%	Shares	Sole	2026-02-13
2025-12-31	$149,679	1,606	0.0%	Shares	Sole	2026-02-13
2025-09-30 WFCNP	—	19	0.0%	Shares	Sole	2025-11-13
2025-09-30	$134,614	1,606	-11.1%	Shares	Sole	2025-11-13
2025-06-30 WFCNP	—	19	0.0%	Shares	Sole	2025-08-11
2025-06-30	$144,696	1,806	0.0%	Shares	Sole	2025-08-11
2025-03-31 WFCNP	—	19	0.0%	Shares	Sole	2025-05-08
2025-03-31	$129,652	1,806	0.0%	Shares	Sole	2025-05-08
2024-12-31 WFCNP	—	19	0.0%	Shares	Sole	2025-02-12
2024-12-31	$126,853	1,806	0.0%	Shares	Sole	2025-02-12
2024-09-30 WFCNP	—	19	0.0%	Shares	Sole	2024-11-12
2024-09-30	$102,020	1,806	+12.5%	Shares	Sole	2024-11-12
2024-06-30 WFCNP	—	19	0.0%	Shares	Sole	2024-12-12
2024-06-30	$95,380	1,606	0.0%	Shares	Sole	2024-12-12
2024-03-31 WFCNP	—	19	0.0%	Shares	Sole	2024-12-12
2024-03-31	$93,083	1,606	0.0%	Shares	Sole	2024-12-12
2023-12-31 WFCNP	$19	19	0.0%	Shares	Sole	2024-12-12
2023-12-31	$79,047	1,606	+23.0%	Shares	Sole	2024-12-12
2023-09-30 WFCNP	—	19	-67.8%	Shares	Sole	2024-12-12
2023-09-30	$53,363	1,306	0.0%	Shares	Sole	2024-12-12
2023-06-30 WFCNP	$64	59	0.0%	Shares	Sole	2024-12-12
2023-06-30	$55,740	1,306	-69.0%	Shares	Sole	2024-12-12
2023-03-31 WFCNP	$177	59	+15.7%	Shares	Sole	2023-05-04
2023-03-31	$157,295	4,208	0.0%	Shares	Sole	2023-05-04
2022-12-31 WFCNP	—	51	0.0%	Shares	Sole	2024-12-12
2022-12-31	$173,748	4,208	-6.3%	Shares	Sole	2024-12-12
2022-09-30 WFCNP	$73	51	+24.4%	Shares	Sole	2024-12-12
2022-09-30	$180,708	4,493	-31.9%	Shares	Sole	2024-12-12
2022-06-30 WFCNP	$92	41	0.0%	Shares	Sole	2022-08-04
2022-06-30	$258,247	6,593	+404.8%	Shares	Sole	2022-08-04
2022-03-31 WFCNP	—	41	0.0%	Shares	Sole	2022-05-11
2022-03-31	$63,288	1,306	0.0%	Shares	Sole	2022-05-11
2021-12-31 WFCNP	$88	41	0.0%	Shares	Sole	2022-03-28
2021-12-31	$62,661	1,306	0.0%	Shares	Sole	2022-03-28
2021-09-30 WFCNP	$52	41	0.0%	Shares	Sole	2021-11-02
2021-09-30	$60,611	1,306	0.0%	Shares	Sole	2021-11-02
2021-06-30 WFCNP	$51	41	0.0%	Shares	Sole	2021-08-09
2021-06-30	$59,148	1,306	0.0%	Shares	Sole	2021-08-09
2021-03-31 WFCNP	$51	41	0.0%	Shares	Sole	2021-04-27
2021-03-31	$51,025	1,306	-0.1%	Shares	Sole	2021-04-27
2020-12-31 WFCNP	—	41	0.0%	Shares	Sole	2021-02-01
2020-12-31	$39,445	1,307	-53.3%	Shares	Sole	2021-02-01
2020-09-30 WFCNP	—	41	0.0%	Shares	Sole	2020-11-03
2020-09-30	$65,757	2,797	0.0%	Shares	Sole	2020-11-03
2020-06-30 WFCNP	—	41	—	Shares	Sole	2020-07-17
2020-06-30	$71,603	2,797	—	Shares	Sole	2020-07-17
No filing history on record for this holder in this stock.