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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 		$6.5M Hold
78,700
– – 0.36% 59
2026
Q1 		$6.27M Hold
78,700
– – 0.39% 55
2025
Q4 		$7.33M Buy
78,700
+4,200
+6% +$365K 0.43% 47
2025
Q3 		$6.24M Buy
+74,500
New +$6.04M 0.37% 56

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.