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Legacy Investment Solutions’s Wells Fargo WFC Stock Holding History

Legacy Investment Solutions’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
2025
Q2 		$2.88K Buy
+36
New +$2.6K ﹤0.01% 461
2024
Q4 		$11.3K Hold
140
– – 0.01% 268
2024
Q3 		$10.2K Buy
+140
New +$7.92K 0.01% 310

Other funds holding WFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Legacy Investment Solutions's WFC Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Wells Fargo (WFC) in Q2 2025: 36 shares worth $2.88K. The stake represents ﹤0.01% of the portfolio and ranks #461 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in WFC as recently as Q4 2024.

Legacy Investment Solutions first reported a position in WFC in Q3 2024 and has held it in 3 quarters since. The position peaked at $11.3K in Q4 2024. 2,626 funds tracked by Wall St. Rank hold WFC as of Q2 2025.

  • Legacy Investment Solutions held 36 shares of Wells Fargo worth $2.88K as of Q2 2025.
  • Wells Fargo was a new Legacy Investment Solutions position in Q2 2025.
  • Wells Fargo made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #461 holding.
  • Legacy Investment Solutions first reported a position in Wells Fargo in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's Wells Fargo position peaked at $11.3K in Q4 2024.
  • 2,626 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.