Legacy Financial Advisors’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 | $2.05M | Buy |
24,801
+2,857
| +13% | +$230K | 0.25% | 69 |
|
|
2026
Q1 | $1.75M | Sell |
21,944
-871
| -4% | -$74.8K | 0.24% | 73 |
|
|
2025
Q4 | $2.13M | Sell |
22,815
-4,885
| -18% | -$424K | 0.29% | 56 |
|
|
2025
Q3 | $2.32M | Buy |
27,700
+1,020
| +4% | +$82.7K | 0.32% | 47 |
|
|
2025
Q2 | $2.14M | Buy |
26,680
+8,376
| +46% | +$604K | 0.33% | 47 |
|
|
2025
Q1 | $1.31M | Buy |
18,304
+2,204
| +14% | +$165K | 0.22% | 80 |
|
|
2024
Q4 | $1.13M | Buy |
16,100
+3,398
| +27% | +$232K | 0.19% | 91 |
|
|
2024
Q3 | $718K | Sell |
12,702
-2,525
| -17% | -$143K | 0.12% | 152 |
|
|
2024
Q2 | $904K | Buy |
15,227
+1,049
| +7% | +$61.9K | 0.16% | 105 |
|
|
2024
Q1 | $822K | Buy |
14,178
+2,868
| +25% | +$150K | 0.15% | 113 |
|
|
2023
Q4 | $557K | Sell |
11,310
-408
| -3% | -$17.6K | 0.11% | 149 |
|
|
2023
Q3 | $479K | Buy |
11,718
+2,478
| +27% | +$107K | 0.1% | 142 |
|
|
2023
Q2 | $394K | Buy |
9,240
+1,529
| +20% | +$61.5K | 0.07% | 165 |
|
|
2023
Q1 | $288K | Buy |
7,711
+531
| +7% | +$23.1K | 0.06% | 188 |
|
|
2022
Q4 | $296K | Sell |
7,180
-713
| -9% | -$31.6K | 0.06% | 180 |
|
|
2022
Q3 | $317K | Buy |
7,893
+1,653
| +26% | +$71K | 0.08% | 153 |
|
|
2022
Q2 | $244K | Sell |
6,240
-1,131
| -15% | -$49.6K | 0.06% | 178 |
|
|
2022
Q1 | $357K | Buy |
7,371
+674
| +10% | +$36.1K | 0.08% | 144 |
|
|
2021
Q4 | $321K | Buy |
6,697
+86
| +1% | +$4.23K | 0.07% | 136 |
|
|
2021
Q3 | $307K | Buy |
6,611
+710
| +12% | +$32.9K | 0.08% | 119 |
|
|
2021
Q2 | $267K | Buy |
5,901
+289
| +5% | +$12.9K | 0.07% | 140 |
|
|
2021
Q1 | $219K | Buy |
+5,612
| New | +$199K | 0.06% | 143 |
|
|
2020
Q1 | – | Sell |
-4,121
| Closed | -$222K | – | 120 |
|
|
2019
Q4 | $222K | Sell |
4,121
-846
| -17% | -$44.3K | 0.07% | 109 |
|
|
2019
Q3 | $251K | Buy |
4,967
+37
| +0.8% | +$1.74K | 0.08% | 100 |
|
|
2019
Q2 | $233K | Sell |
4,930
-823
| -14% | -$38.5K | 0.08% | 103 |
|
|
2019
Q1 | $278K | Buy |
5,753
+1,683
| +41% | +$82.8K | 0.09% | 94 |
|
|
2018
Q4 | $188K | Sell |
4,070
-2,574
| -39% | -$132K | 0.07% | 103 |
|
|
2018
Q3 | $349K | Sell |
6,644
-994
| -13% | -$56.8K | 0.13% | 66 |
|
|
2018
Q2 | $423K | Sell |
7,638
-343
| -4% | -$18.4K | 0.16% | 59 |
|
|
2018
Q1 | $419K | Buy |
7,981
+4,013
| +101% | +$238K | 0.17% | 57 |
|
|
2017
Q4 | $240K | Buy |
+3,968
| New | +$224K | 0.1% | 94 |
|
Other funds holding WFC
Legacy Financial Advisors's WFC Position: Q2 2026 in Review
Legacy Financial Advisors increased its Wells Fargo (WFC) stake by 13% in Q2 2026, buying an estimated $230K and bringing the position to 24,801 shares worth $2.05M. The position accounts for 0.25% of the portfolio, ranked #69.
Legacy Financial Advisors first reported a position in WFC in Q4 2017 and has held it in 31 quarters since. The position peaked at $2.32M in Q3 2025. 2,876 funds tracked by Wall St. Rank hold WFC as of Q2 2026.
- Legacy Financial Advisors held 24,801 shares of Wells Fargo worth $2.05M as of Q2 2026.
- Legacy Financial Advisors bought 2,857 Wells Fargo shares in Q2 2026, an estimated $230K.
- Wells Fargo made up 0.25% of Legacy Financial Advisors's portfolio in Q2 2026, its #69 holding.
- Legacy Financial Advisors first reported a position in Wells Fargo in Q4 2017 and has held it in 31 quarters since.
- Legacy Financial Advisors's Wells Fargo position peaked at $2.32M in Q3 2025.
- 2,876 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.
Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.