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Legacy Wealth Management (Idaho)’s Wells Fargo WFC Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-565
Closed -$45K – 967
2026
Q1 		$45K Buy
565
+37
+7% +$3.18K 0.02% 279
2025
Q4 		$49.2K Buy
528
+509
+2,679% +$44.2K 0.02% 217
2025
Q3 		$1.59K Sell
19
-17
-47% -$1.38K ﹤0.01% 570
2025
Q2 		$2.88K Hold
36
– – ﹤0.01% 461
2025
Q1 		$2.58K Sell
36
-104
-74% -$7.81K ﹤0.01% 505
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

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 $3.38T AUM 44.17% 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 Wealth Management (Idaho)'s WFC Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Wells Fargo (WFC) in Q2 2026, closing a stake of 565 shares — an estimated $45K sold.

Legacy Wealth Management (Idaho) first reported a position in WFC in Q3 2024 and held it in 7 quarters. The position peaked at $49.2K in Q4 2025. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Wells Fargo position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 565 Wells Fargo shares in Q2 2026, an estimated $45K.
  • Legacy Wealth Management (Idaho) first reported a position in Wells Fargo in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s Wells Fargo position peaked at $49.2K in Q4 2025.
  • 2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.