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Family Legacy Financial Solutions’s Wells Fargo WFC Stock Holding History

Family Legacy Financial Solutions’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
2025
Q4 		– Sell
-500
Closed -$41.9K – 239
2025
Q3 		$41.9K Hold
500
– – 0.03% 100
2025
Q2 		$40.1K Buy
+500
New +$36.1K 0.03% 98

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State Street
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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Family Legacy Financial Solutions's WFC Position: Q4 2025 in Review

Family Legacy Financial Solutions sold out of Wells Fargo (WFC) in Q4 2025, closing a stake of 500 shares — an estimated $41.9K sold.

Family Legacy Financial Solutions first reported a position in WFC in Q2 2025 and held it in 2 quarters. The position peaked at $41.9K in Q3 2025. 2,905 funds tracked by Wall St. Rank hold WFC as of Q4 2025.

  • Family Legacy Financial Solutions reported no remaining Wells Fargo position as of Q4 2025 after selling out during the quarter.
  • Family Legacy Financial Solutions sold 500 Wells Fargo shares in Q4 2025, an estimated $41.9K.
  • Family Legacy Financial Solutions first reported a position in Wells Fargo in Q2 2025 and held it in 2 quarters.
  • Family Legacy Financial Solutions's Wells Fargo position peaked at $41.9K in Q3 2025.
  • 2,905 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2025.

Based on Family Legacy Financial Solutions's 13F filing for Q4 2025, filed 20 Jan 2026.