Legacy Bridge, LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1689144 WEST DES MOINES, IA

Position in WFC

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$518,152

+$7,295 QoQ

Shares Held

6,270

-2.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#1,785

of 2,858 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Legacy Bridge, LLC holds $8,268,164 across 5 Banks - Diversified names. WFC ranks #4 (6.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	9,712	$3,179,028
2	BNY	Bank of New York Mellon Corp	18,908	$2,734,285
3	C	Citigroup Inc	13,064	$1,828,437
4	WFC	Wells Fargo & Company/Mn This page	6,270	$518,152
5	BAC	Bank Of America Corp /De/	145	$8,262

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$518,152	6,270	-2.3%	Shares	Sole	2026-08-13
2026-03-31	$510,857	6,417	0.0%	Shares	Sole	2026-05-14
2025-12-31	$598,064	6,417	+3.0%	Shares	Sole	2026-01-23
2025-09-30	$522,114	6,229	0.0%	Shares	Sole	2025-11-12
2025-06-30	$499,067	6,229	0.0%	Shares	Sole	2025-08-06
2025-03-31	$447,179	6,229	0.0%	Shares	Sole	2025-05-08
2024-12-31	$437,524	6,229	0.0%	Shares	Sole	2025-01-22
2024-09-30	$351,876	6,229	0.0%	Shares	Sole	2024-11-07
2024-06-30	$369,940	6,229	0.0%	Shares	Sole	2024-08-06
2024-03-31	$361,032	6,229	0.0%	Shares	Sole	2024-04-25
2023-12-31	$306,591	6,229	-9.8%	Shares	Sole	2024-01-17
2023-09-30	$282,097	6,904	0.0%	Shares	Sole	2023-10-11
2023-06-30	$294,662	6,904	0.0%	Shares	Sole	2023-07-11
2023-03-31	$258,071	6,904	0.0%	Shares	Sole	2023-04-24
2022-12-31	$285,066	6,904	+7.6%	Shares	Sole	2023-01-11
2022-09-30	$258,091	6,417	0.0%	Shares	Sole	2022-11-02
2022-06-30	$251,353	6,417	0.0%	Shares	Sole	2022-07-21
2022-03-31	$310,967	6,417	-5.9%	Shares	Sole	2022-04-28
2021-12-31	$327,079	6,817	0.0%	Shares	Sole	2022-01-18
2021-09-30	$316,376	6,817	0.0%	Shares	Sole	2021-10-26
2021-06-30	$308,741	6,817	+41.5%	Shares	Sole	2021-08-03
2021-03-31	$188,200	4,817	0.0%	Shares	Sole	2021-04-29
2020-12-31	$145,377	4,817	-4.6%	Shares	Sole	2021-02-02
2020-09-30	$118,654	5,047	0.0%	Shares	Sole	2020-10-19
2020-06-30	$129,203	5,047	+27.9%	Shares	Sole	2020-08-04
2020-03-31	$113,278	3,947	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.