Legacy Financial Group (Iowa)
WFC icon

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
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 $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 Group (Iowa)'s WFC Position: Q1 2026 in Review

Legacy Financial Group (Iowa) increased its Wells Fargo (WFC) stake by 0.09% in Q1 2026, buying an estimated $601 and bringing the position to 8,226 shares worth $655K. The position accounts for 0.08% of the portfolio, ranked #75.

Legacy Financial Group (Iowa) first reported a position in WFC in Q4 2020 and has held it in 20 quarters since. The position peaked at $1.25M in Q3 2023. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Legacy Financial Group (Iowa) held 8,226 shares of Wells Fargo worth $655K as of Q1 2026.
  • Legacy Financial Group (Iowa) bought 7 Wells Fargo shares in Q1 2026, an estimated $601.
  • Wells Fargo made up 0.08% of Legacy Financial Group (Iowa)'s portfolio in Q1 2026, its #75 holding.
  • Legacy Financial Group (Iowa) first reported a position in Wells Fargo in Q4 2020 and has held it in 20 quarters since.
  • Legacy Financial Group (Iowa)'s Wells Fargo position peaked at $1.25M in Q3 2023.
  • 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q1 2026, filed 4 May 2026.