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Atlas Legacy Advisors’s Wells Fargo WFC Stock Holding History

Atlas Legacy Advisors’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 		$445K Buy
5,333
+1,298
+32% +$104K 0.07% 154
2026
Q1 		$321K Sell
4,035
-785
-16% -$67.4K 0.06% 163
2025
Q4 		$442K Buy
4,820
+189
+4% +$16.4K 0.08% 141
2025
Q3 		$388K Buy
4,631
+1,290
+39% +$105K 0.07% 142
2025
Q2 		$268K Sell
3,341
-145
-4% -$10.5K 0.06% 156
2025
Q1 		$250K Hold
3,486
– – 0.06% 152
2024
Q4 		$245K Buy
+3,486
New +$238K 0.06% 158

Other funds holding WFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
Vanguard Portfolio Management
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

Atlas Legacy Advisors's WFC Position: Q2 2026 in Review

Atlas Legacy Advisors increased its Wells Fargo (WFC) stake by 32% in Q2 2026, buying an estimated $104K and bringing the position to 5,333 shares worth $445K. The position accounts for 0.07% of the portfolio, ranked #154.

Atlas Legacy Advisors first reported a position in WFC in Q4 2024 and has held it in 7 quarters since. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Atlas Legacy Advisors held 5,333 shares of Wells Fargo worth $445K as of Q2 2026.
  • Atlas Legacy Advisors bought 1,298 Wells Fargo shares in Q2 2026, an estimated $104K.
  • Wells Fargo made up 0.07% of Atlas Legacy Advisors's portfolio in Q2 2026, its #154 holding.
  • Atlas Legacy Advisors first reported a position in Wells Fargo in Q4 2024 and has held it in 7 quarters since.
  • 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Atlas Legacy Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.