APG
WFC icon

Abacus Planning Group’s Wells Fargo WFC Stock Holding History

Abacus Planning Group’s Portfolio WFC Stock Details WFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$568K Sell
7,135
-650
-8% -$55.8K 0.08% 124
2025
Q4 		$726K Buy
7,785
+1,534
+25% +$133K 0.1% 104
2025
Q3 		$524K Sell
6,251
-106
-2% -$8.6K 0.07% 126
2025
Q2 		$509K Buy
6,357
+570
+10% +$41.1K 0.08% 122
2025
Q1 		$415K Buy
5,787
+713
+14% +$53.5K 0.07% 131
2024
Q4 		$356K Buy
5,074
+1
+0% +$68 0.06% 144
2024
Q3 		$287K Buy
5,073
+640
+14% +$36.2K 0.05% 173
2024
Q2 		$263K Buy
4,433
+383
+9% +$22.6K 0.05% 172
2024
Q1 		$235K Buy
+4,050
New +$212K 0.05% 181
2022
Q2 		– Sell
-4,235
Closed -$205K – 219
2022
Q1 		$205K Buy
4,235
+1
+0% +$54 0.06% 191
2021
Q4 		$203K Buy
+4,234
New +$208K 0.05% 197
2021
Q2 		– Sell
-10,565
Closed -$413K – 204
2021
Q1 		$413K Buy
+10,565
New +$374K 0.13% 111
2020
Q2 		– Sell
-7,998
Closed -$230K – 180
2020
Q1 		$230K Buy
7,998
+201
+3% +$8.54K 0.11% 126
2019
Q4 		$419K Buy
7,797
+36
+0.5% +$1.89K 0.19% 95
2019
Q3 		$391K Buy
7,761
+3,523
+83% +$166K 0.19% 98
2019
Q2 		$201K Sell
4,238
-299
-7% -$14K 0.12% 148
2019
Q1 		$219K Buy
+4,537
New +$223K 0.14% 136

Other funds holding WFC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return