Legacy Capital Wealth Partners’s Wells Fargo WFC Stock Holding History

Legacy Capital Wealth Partners’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	$574K	Sell	7,204 -1,552	-18%	-$133K	0.12%	180
2025 Q4	$816K	Sell	8,756 -76	-0.9%	-$6.6K	0.18%	123
2025 Q3	$740K	Buy	8,832 +393	+5%	+$31.9K	0.16%	135
2025 Q2	$676K	Sell	8,439 -79	-0.9%	-$5.7K	0.15%	141
2025 Q1	$612K	Sell	8,518 -4,077	-32%	-$306K	0.15%	146
2024 Q4	$885K	Buy	12,595 +15	+0.1%	+$1.02K	0.22%	93
2024 Q3	$711K	Buy	12,580 +117	+0.9%	+$6.62K	0.14%	138
2024 Q2	$740K	Buy	+12,463	New	+$736K	0.19%	104
2024 Q1	–	Sell	-12,711	Closed	-$626K	–	349
2023 Q4	$626K	Sell	12,711 -291	-2%	-$12.6K	0.18%	121
2023 Q3	$531K	Buy	+13,002	New	+$561K	0.15%	136
2023 Q2	–	Sell	-10,471	Closed	-$391K	–	244
2023 Q1	$391K	Buy	+10,471	New	+$456K	0.11%	167

Other funds holding WFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Legacy Capital Wealth Partners's WFC Position: Q1 2026 in Review

Legacy Capital Wealth Partners reduced its Wells Fargo (WFC) stake by 18% in Q1 2026, selling an estimated $133K and leaving 7,204 shares worth $574K. The position accounts for 0.12% of the portfolio, ranked #180.

Legacy Capital Wealth Partners first reported a position in WFC in Q1 2023 and has held it in 11 quarters since. The position peaked at $885K in Q4 2024. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Legacy Capital Wealth Partners held 7,204 shares of Wells Fargo worth $574K as of Q1 2026.
Legacy Capital Wealth Partners sold 1,552 Wells Fargo shares in Q1 2026, an estimated $133K.
Wells Fargo made up 0.12% of Legacy Capital Wealth Partners's portfolio in Q1 2026, its #180 holding.
Legacy Capital Wealth Partners first reported a position in Wells Fargo in Q1 2023 and has held it in 11 quarters since.
Legacy Capital Wealth Partners's Wells Fargo position peaked at $885K in Q4 2024.
2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.