Legacy Bridge’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
Q2 | $518K | Sell |
6,270
-147
| -2% | -$11.8K | 0.16% | 118 |
|
|
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
Legacy Bridge's WFC Position: Q2 2026 in Review
Legacy Bridge reduced its Wells Fargo (WFC) stake by 2.3% in Q2 2026, selling an estimated $11.8K and leaving 6,270 shares worth $518K. The position accounts for 0.16% of the portfolio, ranked #118.
Legacy Bridge first reported a position in WFC in Q4 2018 and has held it in 31 quarters since. The position peaked at $969K in Q3 2019. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.
- Legacy Bridge held 6,270 shares of Wells Fargo worth $518K as of Q2 2026.
- Legacy Bridge sold 147 Wells Fargo shares in Q2 2026, an estimated $11.8K.
- Wells Fargo made up 0.16% of Legacy Bridge's portfolio in Q2 2026, its #118 holding.
- Legacy Bridge first reported a position in Wells Fargo in Q4 2018 and has held it in 31 quarters since.
- Legacy Bridge's Wells Fargo position peaked at $969K in Q3 2019.
- 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.
Based on Legacy Bridge's 13F filing for Q2 2026, filed 13 Aug 2026.