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 Q2	$255K	Hold	3,090	–	–	0.1%	57
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Abound Financial's WFC Position: Q2 2026 in Review

Abound Financial held its Wells Fargo (WFC) position steady in Q2 2026 at 3,090 shares worth $255K. The position accounts for 0.1% of the portfolio, ranked #57.

Abound Financial first reported a position in WFC in Q1 2025 and has held it in 4 quarters since. 2,873 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Abound Financial held 3,090 shares of Wells Fargo worth $255K as of Q2 2026.
Abound Financial left its Wells Fargo share count unchanged in Q2 2026.
Wells Fargo made up 0.1% of Abound Financial's portfolio in Q2 2026, its #57 holding.
Abound Financial first reported a position in Wells Fargo in Q1 2025 and has held it in 4 quarters since.
2,873 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Abound Financial's 13F filing for Q2 2026, filed 14 Aug 2026.