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
Download as csvQuarterly 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 |
More positions owned by Legacy Capital Wealth Partners
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