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Wells Fargo & Company shares owned by Legacy Capital Wealth Partners

Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Legacy Capital Wealth Partners from 13F filings

Historical chart of Legacy Capital Wealth Partners investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

All positions including Wells Fargo & Company held by Legacy Capital Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wells Fargo & Company by Legacy Capital Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $816k 8.8k 93.20
2025-09-30 $740k 8.8k 83.82
2025-06-30 $676k 8.4k 80.12
2025-03-31 $612k 8.5k 71.79
2024-12-31 $885k 13k 70.24
2024-09-30 $711k 13k 56.49
2024-06-30 $740k 13k 59.39
2023-09-30 $531k 13k 40.86
2023-03-31 $391k 11k 37.38