Legacy Advisors
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Legacy Advisors’s Wells Fargo WFC Stock Holding History

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
Q3 		$552K Sell
6,892
-1,731
-20% -$150K 0.05% 170
2026
Q2 		$713K Buy
8,623
+2,823
+49% +$227K 0.07% 147
2026
Q1 		$462K Sell
5,800
-344
-6% -$29.5K 0.05% 168
2025
Q4 		$573K Buy
6,144
+784
+15% +$68.1K 0.06% 151
2025
Q3 		$449K Buy
+5,360
New +$435K 0.06% 159
2025
Q1 		$1.05M Buy
14,637
+748
+5% +$56.2K 0.11% 158
2024
Q4 		$976K Sell
13,889
-98
-0.7% -$6.69K 0.09% 162
2024
Q3 		$790K Buy
13,987
+1,728
+14% +$97.7K 0.09% 186
2024
Q2 		$728K Buy
12,259
+3,626
+42% +$214K 0.09% 170
2024
Q1 		$500K Buy
8,633
+857
+11% +$44.8K 0.06% 206
2023
Q4 		$383K Buy
+7,776
New +$336K 0.05% 215
2019
Q3 		– Sell
-2,220
Closed -$105K – 329
2019
Q2 		$105K Buy
2,220
+1,050
+90% +$49.1K 0.07% 159
2019
Q1 		$57K Buy
+1,170
New +$57.5K 0.02% 200
2018
Q4 		– Sell
-3,724
Closed -$196K – 395
2018
Q3 		$196K Buy
3,724
+2,404
+182% +$137K 0.1% 136
2018
Q2 		$73K Buy
1,320
+807
+157% +$43.2K 0.05% 158
2018
Q1 		$26K Buy
513
+200
+64% +$11.9K 0.02% 198
2017
Q4 		$18K Sell
313
-108
-26% -$6.1K 0.02% 202
2017
Q3 		$23K Buy
421
+8
+2% +$425 0.03% 155
2017
Q2 		$22K Buy
413
+200
+94% +$10.7K 0.03% 133
2017
Q1 		$11K Hold
213
– – 0.01% 154
2016
Q4 		$11K Buy
+213
New +$10.7K 0.02% 171

Other funds holding WFC

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Legacy Advisors's WFC Position: Q3 2026 in Review

Legacy Advisors reduced its Wells Fargo (WFC) stake by 20% in Q3 2026, selling an estimated $150K and leaving 6,892 shares worth $552K. The position accounts for 0.05% of the portfolio, ranked #170.

Legacy Advisors first reported a position in WFC in Q4 2016 and has held it in 21 quarters since. The position peaked at $1.05M in Q1 2025. 863 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Legacy Advisors held 6,892 shares of Wells Fargo worth $552K as of Q3 2026.
  • Legacy Advisors sold 1,731 Wells Fargo shares in Q3 2026, an estimated $150K.
  • Wells Fargo made up 0.05% of Legacy Advisors's portfolio in Q3 2026, its #170 holding.
  • Legacy Advisors first reported a position in Wells Fargo in Q4 2016 and has held it in 21 quarters since.
  • Legacy Advisors's Wells Fargo position peaked at $1.05M in Q1 2025.
  • 863 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Legacy Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.