Family Legacy Inc’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $863K | Hold |
10,837
| – | – | 0.26% | 86 |
|
|
2025
Q4 | $1.01M | Sell |
10,837
-2,000
| -16% | -$174K | 0.3% | 83 |
|
|
2025
Q3 | $1.08M | Hold |
12,837
| – | – | 0.33% | 83 |
|
|
2025
Q2 | $1.03M | Hold |
12,837
| – | – | 0.33% | 83 |
|
|
2025
Q1 | $922K | Buy |
12,837
+37
| +0.3% | +$2.78K | 0.32% | 86 |
|
|
2024
Q4 | $916K | Hold |
12,800
| – | – | 0.31% | 86 |
|
|
2024
Q3 | $723K | Hold |
12,800
| – | – | 0.24% | 91 |
|
|
2024
Q2 | $760K | Hold |
12,800
| – | – | 0.27% | 84 |
|
|
2024
Q1 | $742K | Hold |
12,800
| – | – | 0.27% | 87 |
|
|
2023
Q4 | $630K | Hold |
12,800
| – | – | 0.24% | 88 |
|
|
2023
Q3 | $523K | Hold |
12,800
| – | – | 0.22% | 91 |
|
|
2023
Q2 | $546K | Hold |
12,800
| – | – | 0.22% | 94 |
|
|
2023
Q1 | $478K | Hold |
12,800
| – | – | 0.2% | 95 |
|
|
2022
Q4 | $580K | Hold |
12,800
| – | – | 0.25% | 90 |
|
|
2022
Q3 | $515K | Hold |
12,800
| – | – | 0.26% | 91 |
|
|
2022
Q2 | $507K | Hold |
12,800
| – | – | 0.24% | 92 |
|
|
2022
Q1 | $620K | Hold |
12,800
| – | – | 0.26% | 91 |
|
|
2021
Q4 | $718K | Hold |
12,800
| – | – | 0.29% | 86 |
|
|
2021
Q3 | $614K | Hold |
12,800
| – | – | 0.28% | 87 |
|
|
2021
Q2 | $576K | Hold |
12,800
| – | – | 0.26% | 85 |
|
|
2021
Q1 | $500K | Sell |
12,800
-100
| -0.8% | -$3.54K | 0.24% | 88 |
|
|
2020
Q4 | $389K | Sell |
12,900
-100
| -0.8% | -$2.59K | 0.2% | 97 |
|
|
2020
Q3 | $306K | Sell |
13,000
-6,600
| -34% | -$163K | 0.17% | 98 |
|
|
2020
Q2 | $502K | Sell |
19,600
-5,558
| -22% | -$152K | 0.3% | 84 |
|
|
2020
Q1 | $722K | Sell |
25,158
-1,100
| -4% | -$46.8K | 0.52% | 66 |
|
|
2019
Q4 | $1.39M | Sell |
26,258
-475
| -2% | -$24.9K | 0.79% | 50 |
|
|
2019
Q3 | $1.44M | Sell |
26,733
-2,097
| -7% | -$98.8K | 0.9% | 47 |
|
|
2019
Q2 | $1.36M | Sell |
28,830
-920
| -3% | -$43K | 1.06% | 41 |
|
|
2019
Q1 | $1.45M | Sell |
29,750
-150
| -0.5% | -$7.38K | 1.18% | 36 |
|
|
2018
Q4 | $1.38M | Sell |
29,900
-25
| -0.1% | -$1.28K | 1.23% | 33 |
|
|
2018
Q3 | $1.57M | Sell |
29,925
-100
| -0.3% | -$5.71K | 1.28% | 29 |
|
|
2018
Q2 | $1.67M | Sell |
30,025
-65
| -0.2% | -$3.48K | 1.44% | 25 |
|
|
2018
Q1 | $1.58M | Sell |
30,090
-200
| -0.7% | -$11.9K | 1.46% | 25 |
|
|
2017
Q4 | $1.84M | Buy |
30,290
+9,790
| +48% | +$553K | 1.66% | 20 |
|
|
2017
Q3 | $1.13M | Sell |
20,500
-12,185
| -37% | -$648K | 2.88% | 17 |
|
|
2017
Q2 | $1.81M | Sell |
32,685
-140
| -0.4% | -$7.5K | 1.82% | 19 |
|
|
2017
Q1 | $1.83M | Buy |
+32,825
| New | +$1.86M | 1.9% | 19 |
|
Other funds holding WFC
VCM
VPM
Family Legacy Inc's WFC Position: Q1 2026 in Review
Family Legacy Inc held its Wells Fargo (WFC) position steady in Q1 2026 at 10,837 shares worth $863K. The position accounts for 0.26% of the portfolio, ranked #86.
Family Legacy Inc first reported a position in WFC in Q1 2017 and has held it in 37 quarters since. The position peaked at $1.84M in Q4 2017. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.
- Family Legacy Inc held 10,837 shares of Wells Fargo worth $863K as of Q1 2026.
- Family Legacy Inc left its Wells Fargo share count unchanged in Q1 2026.
- Wells Fargo made up 0.26% of Family Legacy Inc's portfolio in Q1 2026, its #86 holding.
- Family Legacy Inc first reported a position in Wells Fargo in Q1 2017 and has held it in 37 quarters since.
- Family Legacy Inc's Wells Fargo position peaked at $1.84M in Q4 2017.
- 2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.
Based on Family Legacy Inc's 13F filing for Q1 2026, filed 12 May 2026.