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Legend Financial Advisors’s Wells Fargo WFC Stock Holding History

Legend Financial Advisors’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
2025
Q1 		– Sell
-153
Closed -$10.7K – 255
2024
Q4 		$10.7K Buy
+153
New +$10.4K 0.01% 112
2024
Q3 		– Sell
-153
Closed -$9.09K – 282
2024
Q2 		$9.09K Buy
+153
New +$9.03K 0.01% 151

Other funds holding WFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legend Financial Advisors's WFC Position: Q1 2025 in Review

Legend Financial Advisors sold out of Wells Fargo (WFC) in Q1 2025, closing a stake of 153 shares — an estimated $10.7K sold.

Legend Financial Advisors first reported a position in WFC in Q2 2024 and held it in 2 quarters. The position peaked at $10.7K in Q4 2024. 2,551 funds tracked by Wall St. Rank hold WFC as of Q1 2025.

  • Legend Financial Advisors reported no remaining Wells Fargo position as of Q1 2025 after selling out during the quarter.
  • Legend Financial Advisors sold 153 Wells Fargo shares in Q1 2025, an estimated $10.7K.
  • Legend Financial Advisors first reported a position in Wells Fargo in Q2 2024 and held it in 2 quarters.
  • Legend Financial Advisors's Wells Fargo position peaked at $10.7K in Q4 2024.
  • 2,551 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2025.

Based on Legend Financial Advisors's 13F filing for Q1 2025, filed 14 May 2025.