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Abound Financial’s Wells Fargo WFC Stock Holding History

Abound Financial’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 		$246K Buy
3,090
+2,843
+1,151% +$244K 0.11% 54
2025
Q4 		$23K Buy
+247
New +$21.4K 0.01% 167
2025
Q2 		– Sell
-247
Closed -$17.7K – 254
2025
Q1 		$17.7K Buy
+247
New +$18.5K 0.01% 177

Other funds holding WFC

BlackRock
BlackRock New York $5.72T 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 $1.56T 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

Abound Financial's WFC Position: Q1 2026 in Review

Abound Financial increased its Wells Fargo (WFC) stake by 1,151% in Q1 2026, buying an estimated $244K and bringing the position to 3,090 shares worth $246K. The position accounts for 0.11% of the portfolio, ranked #54.

Abound Financial first reported a position in WFC in Q1 2025 and has held it in 3 quarters since. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Abound Financial held 3,090 shares of Wells Fargo worth $246K as of Q1 2026.
  • Abound Financial bought 2,843 Wells Fargo shares in Q1 2026, an estimated $244K.
  • Wells Fargo made up 0.11% of Abound Financial's portfolio in Q1 2026, its #54 holding.
  • Abound Financial first reported a position in Wells Fargo in Q1 2025 and has held it in 3 quarters since.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Abound Financial's 13F filing for Q1 2026, filed 4 May 2026.