Heritage Family Offices, LLP
Family OfficePosition in WFC — Wells Fargo & Company/Mn
CIK 2019316
SCOTTSDALE, AZ
Position in WFC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,900,554
-$271,366 QoQ
Shares Held
22,998
-15.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.62%
of 13F equity value
Holder Rank
#1,035
of 2,858 holders
Holding Since
Jun 2024
9 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, 2026Heritage Family Offices, LLP holds $3,948,868 across 4 Banks - Diversified names. WFC ranks #1 (48.1% of the industry book) .
All Filings in WFC
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,900,554 | 22,998 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $2,171,920 | 27,282 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $3,056,960 | 32,800 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,083,876 | 12,931 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $1,032,987 | 12,893 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $925,588 | 12,893 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $904,340 | 12,875 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $726,291 | 12,857 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $762,151 | 12,833 | Shares | Sole | 2024-08-01 | |
| No filing history on record for this holder in this stock. | ||||||