Legacy Financial Advisors, Inc.
Position in WFC — Wells Fargo & Company/Mn
CIK 1730810
COVINGTON, KY
Position in WFC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,049,554
+$302,593 QoQ
Shares Held
24,801
+13.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#1,004
of 2,858 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Legacy Financial Advisors, Inc. holds $23,730,115 across 11 Banks - Diversified names. WFC ranks #4 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
34,993 | $11,454,258 | |
| 2 | BAC |
Bank Of America Corp /De/
|
56,504 | $3,219,597 | |
| 3 | C |
Citigroup Inc
|
18,681 | $2,614,592 | |
| 4 | WFC |
Wells Fargo & Company/Mn
This page
|
24,801 | $2,049,554 | |
| 5 | RY |
Royal Bank Of Canada
|
5,229 | $1,082,246 | |
| 6 | UBS |
UBS Group AG
|
14,196 | $703,553 | |
| 7 | BMO |
Bank Of Montreal /Can/
|
3,772 | $666,512 | |
| 8 | TD |
Toronto Dominion Bank
|
5,338 | $648,193 |
All Filings in WFC
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,049,554 | 24,801 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,746,961 | 21,944 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,126,358 | 22,815 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $2,321,814 | 27,700 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,137,601 | 26,680 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,314,044 | 18,304 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,130,864 | 16,100 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $717,535 | 12,702 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $904,331 | 15,227 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $821,756 | 14,178 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $556,678 | 11,310 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $478,797 | 11,718 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $394,363 | 9,240 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $288,237 | 7,711 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $296,462 | 7,180 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $317,456 | 7,893 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $244,420 | 6,240 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $357,198 | 7,371 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $321,322 | 6,697 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $306,816 | 6,611 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $267,256 | 5,901 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $219,260 | 5,612 | Shares | Sole | 2021-04-28 | |
| No filing history on record for this holder in this stock. | ||||||