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Legacy Bridge’s Wells Fargo WFC Stock Holding History

Legacy Bridge’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
Q1 		$511K Hold
6,417
– – 0.19% 114
2025
Q4 		$598K Buy
6,417
+188
+3% +$16.3K 0.24% 107
2025
Q3 		$522K Hold
6,229
– – 0.22% 110
2025
Q2 		$499K Hold
6,229
– – 0.24% 106
2025
Q1 		$447K Hold
6,229
– – 0.25% 110
2024
Q4 		$438K Hold
6,229
– – 0.23% 114
2024
Q3 		$352K Hold
6,229
– – 0.19% 118
2024
Q2 		$370K Hold
6,229
– – 0.22% 108
2024
Q1 		$361K Hold
6,229
– – 0.21% 107
2023
Q4 		$307K Sell
6,229
-675
-10% -$29.1K 0.2% 114
2023
Q3 		$282K Hold
6,904
– – 0.2% 119
2023
Q2 		$295K Hold
6,904
– – 0.2% 123
2023
Q1 		$258K Hold
6,904
– – 0.18% 127
2022
Q4 		$285K Buy
6,904
+487
+8% +$21.6K 0.2% 122
2022
Q3 		$258K Hold
6,417
– – 0.21% 123
2022
Q2 		$251K Hold
6,417
– – 0.19% 129
2022
Q1 		$311K Sell
6,417
-400
-6% -$21.4K 0.18% 132
2021
Q4 		$327K Hold
6,817
– – 0.17% 136
2021
Q3 		$316K Hold
6,817
– – 0.18% 130
2021
Q2 		$309K Buy
6,817
+2,000
+42% +$89.3K 0.17% 133
2021
Q1 		$188K Hold
4,817
– – 0.12% 142
2020
Q4 		$145K Sell
4,817
-230
-5% -$5.95K 0.11% 144
2020
Q3 		$119K Hold
5,047
– – 0.11% 142
2020
Q2 		$129K Buy
5,047
+1,100
+28% +$30.1K 0.14% 134
2020
Q1 		$113K Sell
3,947
-5,259
-57% -$224K 0.14% 135
2019
Q4 		$495K Sell
9,206
-10,000
-52% -$524K 0.41% 88
2019
Q3 		$969K Hold
19,206
– – 0.93% 26
2019
Q2 		$909K Hold
19,206
– – 0.88% 26
2019
Q1 		$928K Buy
19,206
+230
+1% +$11.3K 0.96% 20
2018
Q4 		$874K Buy
+18,976
New +$972K 1.08% 14

Other funds holding WFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Legacy Bridge's WFC Position: Q1 2026 in Review

Legacy Bridge held its Wells Fargo (WFC) position steady in Q1 2026 at 6,417 shares worth $511K. The position accounts for 0.19% of the portfolio, ranked #114.

Legacy Bridge first reported a position in WFC in Q4 2018 and has held it in 30 quarters since. The position peaked at $969K in Q3 2019. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Legacy Bridge held 6,417 shares of Wells Fargo worth $511K as of Q1 2026.
  • Legacy Bridge left its Wells Fargo share count unchanged in Q1 2026.
  • Wells Fargo made up 0.19% of Legacy Bridge's portfolio in Q1 2026, its #114 holding.
  • Legacy Bridge first reported a position in Wells Fargo in Q4 2018 and has held it in 30 quarters since.
  • Legacy Bridge's Wells Fargo position peaked at $969K in Q3 2019.
  • 2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Legacy Bridge's 13F filing for Q1 2026, filed 14 May 2026.