Family Legacy, Inc.

Position in WFC — Wells Fargo & Company/Mn

CIK 1706016 GREENVILLE, SC

Position in WFC

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$895,569

+$32,836 QoQ

Shares Held

10,837

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#1,433

of 2,859 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 92% Shared 0% None 8%

Financial Services · as of Jun 30, 2026

Family Legacy, Inc. holds $16,132,896 across 5 Banks - Diversified names. WFC ranks #5 (5.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	24,668	$8,074,576
2	BAC	Bank Of America Corp /De/	60,758	$3,461,990
3	TD	Toronto Dominion Bank	22,912	$2,782,204
4	C	Citigroup Inc	6,563	$918,557
5	WFC	Wells Fargo & Company/Mn This page	10,837	$895,569

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$895,569	10,837	0.0%	Shares	Sole	2026-08-06
2026-03-31	$862,733	10,837	0.0%	Shares	Sole	2026-05-12
2025-12-31	$1,010,008	10,837	-15.6%	Shares	Sole	2026-02-04
2025-09-30	$1,075,997	12,837	0.0%	Shares	Sole	2025-11-13
2025-06-30	$1,028,500	12,837	0.0%	Shares	Sole	2025-07-23
2025-03-31	$921,568	12,837	+0.3%	Shares	Sole	2025-04-23
2024-12-31	$899,072	12,800	0.0%	Shares	Sole	2025-02-12
2024-09-30	$723,072	12,800	0.0%	Shares	Sole	2024-10-15
2024-06-30	$760,192	12,800	0.0%	Shares	Sole	2024-07-24
2024-03-31	$741,888	12,800	0.0%	Shares	Sole	2024-04-24
2023-12-31	$630,016	12,800	0.0%	Shares	Sole	2024-01-17
2023-09-30	$523,008	12,800	0.0%	Shares	Sole	2023-10-13
2023-06-30	$546,304	12,800	0.0%	Shares	Sole	2023-08-07
2023-03-31	$478,464	12,800	0.0%	Shares	Sole	2023-05-15
2022-12-31	$528,512	12,800	0.0%	Shares	Sole	2023-02-14
2022-09-30	$514,816	12,800	0.0%	Shares	Sole	2022-11-14
2022-06-30	$501,376	12,800	0.0%	Shares	Sole	2022-07-22
2022-03-31	$620,288	12,800	0.0%	Shares	Sole	2022-04-18
2021-12-31	$614,144	12,800	0.0%	Shares	Sole	2022-01-18
2021-09-30	$594,048	12,800	0.0%	Shares	Sole	2021-10-12
2021-06-30	$579,712	12,800	0.0%	Shares	Sole	2021-07-28
2021-03-31	$500,096	12,800	-0.8%	Shares	Sole	2021-04-09
2020-12-31	$389,322	12,900	-0.8%	Shares	Sole	2021-02-08
2020-09-30	$305,630	13,000	-33.7%	Shares	Sole	2020-10-09
2020-06-30	$501,760	19,600	-22.1%	Shares	Sole	2020-07-20
2020-03-31	$722,034	25,158	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.