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Abel Hall LLC’s Wells Fargo WFC Stock Holding History

Abel Hall LLC’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 		$794K Sell
9,611
-4,515
-32% -$363K 0.14% 112
2026
Q1 		$1.12M Sell
14,126
-5,460
-28% -$469K 0.24% 60
2025
Q4 		$1.83M Buy
19,586
+6,740
+52% +$585K 0.43% 29
2025
Q3 		$1.08M Sell
12,846
-92
-0.7% -$7.46K 0.43% 32
2025
Q2 		$1.04M Buy
12,938
+1,802
+16% +$130K 0.48% 31
2025
Q1 		$799K Sell
11,136
-189
-2% -$14.2K 0.48% 30
2024
Q4 		$795K Buy
11,325
+417
+4% +$28.5K 0.51% 32
2024
Q3 		$616K Sell
10,908
-76
-0.7% -$4.3K 0.4% 37
2024
Q2 		$652K Buy
10,984
+178
+2% +$10.5K 0.46% 35
2024
Q1 		$626K Buy
10,806
+326
+3% +$17.1K 0.47% 34
2023
Q4 		$516K Buy
+10,480
New +$452K 0.44% 36

Other funds holding WFC

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
DJC
Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Abel Hall LLC's WFC Position: Q2 2026 in Review

Abel Hall LLC reduced its Wells Fargo (WFC) stake by 32% in Q2 2026, selling an estimated $363K and leaving 9,611 shares worth $794K. The position accounts for 0.14% of the portfolio, ranked #112.

Abel Hall LLC first reported a position in WFC in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.83M in Q4 2025. 1,001 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Abel Hall LLC held 9,611 shares of Wells Fargo worth $794K as of Q2 2026.
  • Abel Hall LLC sold 4,515 Wells Fargo shares in Q2 2026, an estimated $363K.
  • Wells Fargo made up 0.14% of Abel Hall LLC's portfolio in Q2 2026, its #112 holding.
  • Abel Hall LLC first reported a position in Wells Fargo in Q4 2023 and has held it in 11 quarters since.
  • Abel Hall LLC's Wells Fargo position peaked at $1.83M in Q4 2025.
  • 1,001 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Abel Hall LLC's 13F filing for Q2 2026, filed 24 Jul 2026.