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Legacy Financial Advisors’s Wells Fargo WFC Stock Holding History

Legacy Financial 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
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

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 Financial Advisors's WFC Position: Q1 2026 in Review

Legacy Financial Advisors reduced its Wells Fargo (WFC) stake by 3.8% in Q1 2026, selling an estimated $74.8K and leaving 21,944 shares worth $1.75M. The position accounts for 0.24% of the portfolio, ranked #73.

Legacy Financial Advisors first reported a position in WFC in Q4 2017 and has held it in 30 quarters since. The position peaked at $2.32M in Q3 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Legacy Financial Advisors held 21,944 shares of Wells Fargo worth $1.75M as of Q1 2026.
  • Legacy Financial Advisors sold 871 Wells Fargo shares in Q1 2026, an estimated $74.8K.
  • Wells Fargo made up 0.24% of Legacy Financial Advisors's portfolio in Q1 2026, its #73 holding.
  • Legacy Financial Advisors first reported a position in Wells Fargo in Q4 2017 and has held it in 30 quarters since.
  • Legacy Financial Advisors's Wells Fargo position peaked at $2.32M in Q3 2025.
  • 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.