Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Wells Fargo WFC Stock Holding History

Legacy Financial Group (Iowa)’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
Q2 		$1.37M Buy
16,636
+8,410
+102% +$676K 0.15% 60
2026
Q1 		$655K Buy
8,226
+7
+0.1% +$601 0.08% 75
2025
Q4 		$765K Sell
8,219
-193
-2% -$16.8K 0.09% 68
2025
Q3 		$705K Sell
8,412
-142
-2% -$11.5K 0.09% 67
2025
Q2 		$685K Sell
8,554
-494
-5% -$35.6K 0.1% 64
2025
Q1 		$650K Sell
9,048
-4,489
-33% -$337K 0.1% 60
2024
Q4 		$951K Sell
13,537
-551
-4% -$37.6K 0.15% 50
2024
Q3 		$796K Sell
14,088
-338
-2% -$19.1K 0.15% 44
2024
Q2 		$857K Sell
14,426
-418
-3% -$24.7K 0.17% 51
2024
Q1 		$860K Buy
+14,844
New +$777K 0.17% 49
2023
Q4 		– Sell
-30,653
Closed -$1.25M – 513
2023
Q3 		$1.25M Buy
30,653
+14,423
+89% +$623K 0.29% 44
2023
Q2 		$693K Sell
16,230
-945
-6% -$38K 0.18% 40
2023
Q1 		$642K Buy
17,175
+1
+0% +$44 0.18% 39
2022
Q4 		$709K Sell
17,174
-93
-0.5% -$4.12K 0.21% 35
2022
Q3 		$694K Sell
17,267
-2,430
-12% -$104K 0.23% 26
2022
Q2 		$772K Sell
19,697
-70
-0.4% -$3.07K 0.24% 32
2022
Q1 		$958K Buy
+19,767
New +$1.06M 0.28% 33
2021
Q4 		– Sell
-17,963
Closed -$884K – 25
2021
Q3 		$834K Buy
17,963
+5,154
+40% +$239K 0.25% 44
2021
Q2 		$580K Buy
12,809
+1,171
+10% +$52.3K 0.18% 50
2021
Q1 		$455K Buy
11,638
+622
+6% +$22K 0.16% 52
2020
Q4 		$332K Buy
+11,016
New +$285K 0.13% 53

Other funds holding WFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Legacy Financial Group (Iowa)'s WFC Position: Q2 2026 in Review

Legacy Financial Group (Iowa) increased its Wells Fargo (WFC) stake by 102% in Q2 2026, buying an estimated $676K and bringing the position to 16,636 shares worth $1.37M. The position accounts for 0.15% of the portfolio, ranked #60.

Legacy Financial Group (Iowa) first reported a position in WFC in Q4 2020 and has held it in 21 quarters since. 2,876 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Legacy Financial Group (Iowa) held 16,636 shares of Wells Fargo worth $1.37M as of Q2 2026.
  • Legacy Financial Group (Iowa) bought 8,410 Wells Fargo shares in Q2 2026, an estimated $676K.
  • Wells Fargo made up 0.15% of Legacy Financial Group (Iowa)'s portfolio in Q2 2026, its #60 holding.
  • Legacy Financial Group (Iowa) first reported a position in Wells Fargo in Q4 2020 and has held it in 21 quarters since.
  • 2,876 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q2 2026, filed 5 Aug 2026.