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Legacy Trust’s Wells Fargo WFC Stock Holding History

Legacy 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
Q3 		– Sell
-2,462
Closed -$203K – 229
2026
Q2 		$203K Buy
+2,462
New +$198K 0.04% 206
2026
Q1 		– Sell
-2,586
Closed -$241K – 208
2025
Q4 		$241K Buy
2,586
+245
+10% +$21.3K 0.05% 180
2025
Q3 		$196K Buy
+2,341
New +$190K 0.04% 186

Other funds holding WFC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Legacy Trust's WFC Position: Q3 2026 in Review

Legacy Trust sold out of Wells Fargo (WFC) in Q3 2026, closing a stake of 2,462 shares — an estimated $203K sold.

Legacy Trust first reported a position in WFC in Q3 2025 and held it in 3 quarters. The position peaked at $241K in Q4 2025. 1,700 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Legacy Trust reported no remaining Wells Fargo position as of Q3 2026 after selling out during the quarter.
  • Legacy Trust sold 2,462 Wells Fargo shares in Q3 2026, an estimated $203K.
  • Legacy Trust first reported a position in Wells Fargo in Q3 2025 and held it in 3 quarters.
  • Legacy Trust's Wells Fargo position peaked at $241K in Q4 2025.
  • 1,700 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Legacy Trust's 13F filing for Q3 2026, filed 6 Nov 2026.