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Legacy Private Trust’s Wells Fargo WFC Stock Holding History

Legacy Private Trust’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 		$11.5M Sell
139,088
-3,022
-2% -$243K 0.64% 27
2026
Q1 		$11.3M Buy
142,110
+6,917
+5% +$594K 0.7% 28
2025
Q4 		$12.6M Buy
135,193
+5,617
+4% +$488K 0.74% 24
2025
Q3 		$10.9M Buy
129,576
+2,800
+2% +$227K 0.65% 32
2025
Q2 		$10.2M Buy
126,776
+15,709
+14% +$1.13M 0.66% 33
2025
Q1 		$7.97M Sell
111,067
-2,908
-3% -$218K 0.55% 39
2024
Q4 		$8.01M Buy
113,975
+108,280
+1,901% +$7.39M 0.52% 40
2024
Q3 		$322K Buy
5,695
+190
+3% +$10.7K 0.02% 204
2024
Q2 		$327K Buy
5,505
+300
+6% +$17.7K 0.02% 193
2024
Q1 		$302K Sell
5,205
-945
-15% -$49.4K 0.02% 204
2023
Q4 		$303K Sell
6,150
-11,725
-66% -$506K 0.02% 197
2023
Q3 		$730K Buy
17,875
+4,915
+38% +$212K 0.06% 152
2023
Q2 		$553K Sell
12,960
-7,453
-37% -$300K 0.05% 164
2023
Q1 		$763K Buy
20,413
+2,398
+13% +$105K 0.07% 151
2022
Q4 		$744K Buy
18,015
+6,208
+53% +$275K 0.07% 154
2022
Q3 		$475K Buy
+11,807
New +$507K 0.05% 170
2019
Q2 		– Sell
-7,858
Closed -$380K – 241
2019
Q1 		$380K Sell
7,858
-565
-7% -$27.8K 0.05% 183
2018
Q4 		$388K Sell
8,423
-690
-8% -$35.3K 0.05% 183
2018
Q3 		$479K Buy
9,113
+893
+11% +$51K 0.05% 169
2018
Q2 		$456K Sell
8,220
-2,785
-25% -$149K 0.05% 174
2018
Q1 		$577K Sell
11,005
-190
-2% -$11.3K 0.07% 172
2017
Q4 		$679K Sell
11,195
-23
-0.2% -$1.3K 0.08% 156
2017
Q3 		$619K Sell
11,218
-356
-3% -$18.9K 0.08% 169
2017
Q2 		$641K Sell
11,574
-1,269
-10% -$68K 0.08% 162
2017
Q1 		$715K Buy
12,843
+588
+5% +$33.4K 0.09% 163
2016
Q4 		$675K Sell
12,255
-8,545
-41% -$430K 0.09% 164
2016
Q3 		$921K Sell
20,800
-32,401
-61% -$1.55M 0.13% 140
2016
Q2 		$2.52M Sell
53,201
-31,576
-37% -$1.54M 0.37% 82
2016
Q1 		$4.1M Sell
84,777
-1,558
-2% -$76.3K 0.62% 48
2015
Q4 		$4.69M Sell
86,335
-1,177
-1% -$63.9K 0.71% 39
2015
Q3 		$4.49M Buy
87,512
+1,563
+2% +$86K 0.71% 38
2015
Q2 		$4.83M Sell
85,949
-10,168
-11% -$567K 0.73% 40
2015
Q1 		$5.23M Sell
96,117
-1,464
-2% -$79.1K 0.77% 38
2014
Q4 		$5.35M Buy
97,581
+3,592
+4% +$190K 0.78% 35
2014
Q3 		$4.88M Sell
93,989
-1,025
-1% -$52.7K 0.74% 31
2014
Q2 		$4.99M Buy
95,014
+34,230
+56% +$1.72M 0.77% 32
2014
Q1 		$3.02M Buy
60,784
+29,507
+94% +$1.37M 0.53% 59
2013
Q4 		$1.42M Buy
31,277
+17,806
+132% +$769K 0.26% 92
2013
Q3 		$557K Buy
+13,471
New +$575K 0.12% 118

Other funds holding WFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
DJC
Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Legacy Private Trust's WFC Position: Q2 2026 in Review

Legacy Private Trust reduced its Wells Fargo (WFC) stake by 2.1% in Q2 2026, selling an estimated $243K and leaving 139,088 shares worth $11.5M. The position accounts for 0.64% of the portfolio, ranked #27.

Legacy Private Trust first reported a position in WFC in Q3 2013 and has held it in 39 quarters since. The position peaked at $12.6M in Q4 2025. 909 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Legacy Private Trust held 139,088 shares of Wells Fargo worth $11.5M as of Q2 2026.
  • Legacy Private Trust sold 3,022 Wells Fargo shares in Q2 2026, an estimated $243K.
  • Wells Fargo made up 0.64% of Legacy Private Trust's portfolio in Q2 2026, its #27 holding.
  • Legacy Private Trust first reported a position in Wells Fargo in Q3 2013 and has held it in 39 quarters since.
  • Legacy Private Trust's Wells Fargo position peaked at $12.6M in Q4 2025.
  • 909 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Legacy Private Trust's 13F filing for Q2 2026, filed 21 Jul 2026.