Wells Fargo & Company shares owned by Legacy Financial Advisors
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Legacy Financial Advisors
from 13F filings
Historical chart of Legacy Financial Advisors investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Legacy Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.3M | 28k | 83.82 |
| 2025-06-30 | $2.1M | 27k | 80.12 |
| 2025-03-31 | $1.3M | 18k | 71.79 |
| 2024-12-31 | $1.1M | 16k | 70.24 |
| 2024-09-30 | $718k | 13k | 56.49 |
| 2024-06-30 | $904k | 15k | 59.39 |
| 2024-03-31 | $822k | 14k | 57.96 |
| 2023-12-31 | $557k | 11k | 49.22 |
| 2023-09-30 | $479k | 12k | 40.86 |
| 2023-06-30 | $394k | 9.2k | 42.68 |
| 2023-03-31 | $288k | 7.7k | 37.38 |
| 2022-12-31 | $297k | 7.2k | 41.29 |
| 2022-09-30 | $317k | 7.9k | 40.16 |
| 2022-06-30 | $244k | 6.2k | 39.10 |
| 2022-03-31 | $357k | 7.4k | 48.43 |
| 2021-12-31 | $321k | 6.7k | 47.93 |
| 2021-09-30 | $307k | 6.6k | 46.44 |
| 2021-06-30 | $267k | 5.9k | 45.25 |
| 2021-03-31 | $219k | 5.6k | 39.02 |
| 2019-12-31 | $222k | 4.1k | 53.87 |
| 2019-09-30 | $251k | 5.0k | 50.53 |
| 2019-06-30 | $233k | 4.9k | 47.26 |
| 2019-03-31 | $278k | 5.8k | 48.32 |
| 2018-12-31 | $188k | 4.1k | 46.19 |
| 2018-09-30 | $349k | 6.6k | 52.53 |
| 2018-06-30 | $423k | 7.6k | 55.38 |
| 2018-03-31 | $419k | 8.0k | 52.50 |
| 2017-12-31 | $240k | 4.0k | 60.48 |