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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Legacy Trust's WFC Position: Q2 2026 in Review

Legacy Trust opened a new position in Wells Fargo (WFC) in Q2 2026: 2,462 shares worth $203K. The stake represents 0.04% of the portfolio and ranks #206 among its holdings. This is a return to the name: Legacy Trust previously reported a position in WFC as recently as Q4 2025.

Legacy Trust first reported a position in WFC in Q3 2025 and has held it in 3 quarters since. The position peaked at $241K in Q4 2025. 2,878 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Legacy Trust held 2,462 shares of Wells Fargo worth $203K as of Q2 2026.
  • Wells Fargo was a new Legacy Trust position in Q2 2026.
  • Wells Fargo made up 0.04% of Legacy Trust's portfolio in Q2 2026, its #206 holding.
  • Legacy Trust first reported a position in Wells Fargo in Q3 2025 and has held it in 3 quarters since.
  • Legacy Trust's Wells Fargo position peaked at $241K in Q4 2025.
  • 2,878 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Legacy Trust's 13F filing for Q2 2026, filed 31 Jul 2026.