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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
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
Q2 		– Sell
-14,637
Closed -$1.05M – 413
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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
DJC
Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Legacy Advisors's WFC Position: Q2 2026 in Review

Legacy Advisors increased its Wells Fargo (WFC) stake by 49% in Q2 2026, buying an estimated $227K and bringing the position to 8,623 shares worth $713K. The position accounts for 0.07% of the portfolio, ranked #147.

Legacy Advisors first reported a position in WFC in Q4 2016 and has held it in 20 quarters since. The position peaked at $1.05M in Q1 2025. 909 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Legacy Advisors held 8,623 shares of Wells Fargo worth $713K as of Q2 2026.
  • Legacy Advisors bought 2,823 Wells Fargo shares in Q2 2026, an estimated $227K.
  • Wells Fargo made up 0.07% of Legacy Advisors's portfolio in Q2 2026, its #147 holding.
  • Legacy Advisors first reported a position in Wells Fargo in Q4 2016 and has held it in 20 quarters since.
  • Legacy Advisors's Wells Fargo position peaked at $1.05M in Q1 2025.
  • 909 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.