Tanglewood Legacy Advisors’s Wells Fargo WFC Stock Holding History

Tanglewood Legacy 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
2026 Q2	$8.26K	Hold	100	–	–	﹤0.01%	246
2026 Q1	$7.96K	Hold	100	–	–	﹤0.01%	232
2025 Q4	$9.32K	Hold	100	–	–	﹤0.01%	223
2025 Q3	$8.38K	Hold	100	–	–	﹤0.01%	238
2025 Q2	$8.01K	Hold	100	–	–	﹤0.01%	250
2025 Q1	$7.18K	Sell	100 -55	-35%	-$4.13K	﹤0.01%	258
2024 Q4	$10.9K	Hold	155	–	–	﹤0.01%	245
2024 Q3	$8.76K	Hold	155	–	–	﹤0.01%	239
2024 Q2	$9.21K	Hold	155	–	–	﹤0.01%	239
2024 Q1	$8.98K	Buy	155 +55	+55%	+$2.88K	﹤0.01%	250
2023 Q4	$4.92K	Hold	100	–	–	﹤0.01%	260
2023 Q3	$4.09K	Hold	100	–	–	﹤0.01%	270
2023 Q2	$4.27K	Hold	100	–	–	﹤0.01%	267
2023 Q1	$3.74K	Buy	+100	New	+$4.36K	﹤0.01%	268

Other funds holding WFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Tanglewood Legacy Advisors's WFC Position: Q2 2026 in Review

Tanglewood Legacy Advisors held its Wells Fargo (WFC) position steady in Q2 2026 at 100 shares worth $8.26K. The position accounts for ﹤0.01% of the portfolio, ranked #246.

Tanglewood Legacy Advisors first reported a position in WFC in Q1 2023 and has held it in 14 quarters since. The position peaked at $10.9K in Q4 2024. 2,853 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Tanglewood Legacy Advisors held 100 shares of Wells Fargo worth $8.26K as of Q2 2026.
Tanglewood Legacy Advisors left its Wells Fargo share count unchanged in Q2 2026.
Wells Fargo made up ﹤0.01% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #246 holding.
Tanglewood Legacy Advisors first reported a position in Wells Fargo in Q1 2023 and has held it in 14 quarters since.
Tanglewood Legacy Advisors's Wells Fargo position peaked at $10.9K in Q4 2024.
2,853 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.