Wells Fargo & Company shares owned by Legacy Advisors
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Legacy Advisors
from 13F filings
Historical chart of Legacy Advisors investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Legacy Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $449k | 5.4k | 83.82 |
| 2025-03-31 | $1.1M | 15k | 71.79 |
| 2024-12-31 | $976k | 14k | 70.24 |
| 2024-09-30 | $790k | 14k | 56.49 |
| 2024-06-30 | $728k | 12k | 59.39 |
| 2024-03-31 | $500k | 8.6k | 57.96 |
| 2023-12-31 | $383k | 7.8k | 49.22 |
| 2019-06-30 | $105k | 2.2k | 47.30 |
| 2019-03-31 | $57k | 1.2k | 48.72 |
| 2018-09-30 | $196k | 3.7k | 52.63 |
| 2018-06-30 | $73k | 1.3k | 55.30 |
| 2018-03-31 | $26k | 513 | 50.68 |
| 2017-12-31 | $18k | 313 | 57.51 |
| 2017-09-30 | $22k | 413 | 53.27 |
| 2017-06-30 | $22k | 413 | 53.27 |
| 2017-03-31 | $11k | 213 | 51.64 |
| 2016-12-31 | $11k | 213 | 51.64 |