Position in WFC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$712,604
+$250,866 QoQ
Shares Held
8,623
+48.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,572
of 2,858 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Legacy Advisors, LLC holds $9,729,156 across 4 Banks - Diversified names. WFC ranks #3 (7.3% of the industry book) .
All Filings in WFC
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $712,604 | 8,623 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $461,738 | 5,800 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $572,620 | 6,144 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $449,275 | 5,360 | Shares | Sole | 2025-11-13 | |
| 2025-03-31 | $1,050,790 | 14,637 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $975,563 | 13,889 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $790,125 | 13,987 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $728,062 | 12,259 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $500,368 | 8,633 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $382,734 | 7,776 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||