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Abich Financial Wealth Management’s Wells Fargo WFC Stock Holding History

Abich Financial Wealth Management’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
2025
Q3 		$3.57K Buy
+43
New +$3.49K ﹤0.01% 532
2024
Q3 		$260K Buy
+4,599
New +$260K 0.58% 13

Other funds holding WFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Abich Financial Wealth Management's WFC Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in Wells Fargo (WFC) in Q3 2025: 43 shares worth $3.57K. The stake represents ﹤0.01% of the portfolio and ranks #532 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in WFC as recently as Q3 2024.

Abich Financial Wealth Management first reported a position in WFC in Q3 2024 and has held it in 2 quarters since. The position peaked at $260K in Q3 2024. 2,657 funds tracked by Wall St. Rank hold WFC as of Q3 2025.

  • Abich Financial Wealth Management held 43 shares of Wells Fargo worth $3.57K as of Q3 2025.
  • Wells Fargo was a new Abich Financial Wealth Management position in Q3 2025.
  • Wells Fargo made up ﹤0.01% of Abich Financial Wealth Management's portfolio in Q3 2025, its #532 holding.
  • Abich Financial Wealth Management first reported a position in Wells Fargo in Q3 2024 and has held it in 2 quarters since.
  • Abich Financial Wealth Management's Wells Fargo position peaked at $260K in Q3 2024.
  • 2,657 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.