Legacy Wealth Advisors, LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 2111463
NORTH MIAMI BEACH, FL
Position in WFC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$369,731
+$23,269 QoQ
Shares Held
4,474
+2.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#2,015
of 2,853 holders
Holding Since
Dec 2025
3 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 Wealth Advisors, LLC holds $2,657,454 across 5 Banks - Diversified names. WFC ranks #3 (13.9% of the industry book) .
All Filings in WFC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $369,731 | 4,474 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $346,462 | 4,352 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $383,145 | 4,111 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||