Wells Fargo & Company shares owned by Legacy Financial Group
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Legacy Financial Group
from 13F filings
Historical chart of Legacy Financial Group investment in Wells Fargo & Company
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All positions including Wells Fargo & Company held by Legacy Financial Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Wells Fargo & Company by Legacy Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $685k | 8.6k | 80.12 |
| 2025-03-31 | $650k | 9.0k | 71.79 |
| 2024-12-31 | $951M | 14k | 70240.75 |
| 2024-09-30 | $796k | 14k | 56.49 |
| 2024-06-30 | $857k | 14k | 59.39 |
| 2024-03-31 | $860k | 15k | 57.96 |
| 2023-09-30 | $1.3B | 31k | 40860.47 |
| 2023-06-30 | $693k | 16k | 42.68 |
| 2023-03-31 | $642k | 17k | 37.38 |
| 2022-12-31 | $709k | 17k | 41.29 |
| 2022-09-30 | $694k | 17k | 40.19 |
| 2022-06-30 | $772k | 20k | 39.19 |
| 2022-03-31 | $958k | 20k | 48.46 |
| 2021-12-31 | $837k | 16k | 52.31 |
| 2021-09-30 | $834k | 18k | 46.43 |
| 2021-06-30 | $580k | 13k | 45.28 |
| 2021-03-31 | $455k | 12k | 39.10 |
| 2020-12-31 | $332k | 11k | 30.14 |