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Wells Fargo & Company PFT Series J
Q1 2026 vs Q2 2026
Comparing institutional holders between quarters
Quarters
Q2 2026
Q1 2026
Q4 2025
Q3 2025
Q2 2025
All
Compare
Detailed
Historical
Funds
Options
Short Interest
13D/13G
Peers
Targeting
Trading Summary
Profile
2
Filed
0
New
0
Closed
0
Increased
0
Decreased
2
Unchanged
0
No Data
Sort by
Q2 2026 shares — high to low
Q2 2026 shares — low to high
Share change — largest gain
Share change — largest cut
% change — largest gain
% change — largest cut
Q2 2026 value — high to low
Value change — largest gain
Value change — largest cut
Institution — A to Z
Filed — newest first
Sterling Capital Management LLC
UNCHANGED
Shares
25
from 25
Change
0
(0%)
Value
$9
($0)
Filed 2026-07-28
Heritage Wealth Advisors
UNCHANGED
Shares
19
from 19
Change
0
(0%)
Value
$7
($0)
Filed 2026-08-14
Institution
Status
Q2 2026 ↓
Q1 2026
Change
% Change
Q1 2026 Value
Q2 2026 Value
Value Change
Filed
Sterling Capital Management LLC
UNCHANGED
25
25
0
0%
$9
$9
$0
2026-07-28
Heritage Wealth Advisors
UNCHANGED
19
19
0
0%
$7
$7
$0
2026-08-14
Showing 2 of 2 institutions