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
Q2 		$580K Sell
7,016
-119
-2% -$9.56K 0.07% 133
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Abacus Planning Group's WFC Position: Q2 2026 in Review

Abacus Planning Group reduced its Wells Fargo (WFC) stake by 1.7% in Q2 2026, selling an estimated $9.56K and leaving 7,016 shares worth $580K. The position accounts for 0.07% of the portfolio, ranked #133.

Abacus Planning Group first reported a position in WFC in Q1 2019 and has held it in 18 quarters since. The position peaked at $726K in Q4 2025. 2,866 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Abacus Planning Group held 7,016 shares of Wells Fargo worth $580K as of Q2 2026.
  • Abacus Planning Group sold 119 Wells Fargo shares in Q2 2026, an estimated $9.56K.
  • Wells Fargo made up 0.07% of Abacus Planning Group's portfolio in Q2 2026, its #133 holding.
  • Abacus Planning Group first reported a position in Wells Fargo in Q1 2019 and has held it in 18 quarters since.
  • Abacus Planning Group's Wells Fargo position peaked at $726K in Q4 2025.
  • 2,866 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Abacus Planning Group's 13F filing for Q2 2026, filed 20 Jul 2026.