AWM
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Abound Wealth Management’s Wells Fargo WFC Stock Holding History

Abound 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
2026
Q2 		$169K Sell
2,041
-475
-19% -$38.2K 0.03% 111
2026
Q1 		$200K Buy
2,516
+134
+6% +$11.5K 0.05% 93
2025
Q4 		$222K Buy
2,382
+60
+3% +$5.21K 0.05% 81
2025
Q3 		$195K Buy
2,322
+128
+6% +$10.4K 0.05% 86
2025
Q2 		$176K Buy
2,194
+9
+0.4% +$649 0.05% 87
2025
Q1 		$157K Buy
2,185
+423
+24% +$31.8K 0.05% 84
2024
Q4 		$124K Sell
1,762
-13
-0.7% -$888 0.04% 91
2024
Q3 		$100K Buy
1,775
+91
+5% +$5.15K 0.03% 107
2024
Q2 		$100K Buy
1,684
+7
+0.4% +$413 0.04% 91
2024
Q1 		$97.2K Buy
1,677
+33
+2% +$1.73K 0.04% 93
2023
Q4 		$80.9K Buy
1,644
+2
+0.1% +$86 0.03% 104
2023
Q3 		$67.1K Buy
1,642
+29
+2% +$1.25K 0.03% 104
2023
Q2 		$68.8K Sell
1,613
-59
-4% -$2.38K 0.03% 103
2023
Q1 		$62.5K Buy
1,672
+270
+19% +$11.8K 0.03% 106
2022
Q4 		$57.9K Buy
1,402
+113
+9% +$5K 0.03% 105
2022
Q3 		$51.9K Buy
+1,289
New +$55.4K 0.03% 107

Other funds holding WFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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

Abound Wealth Management's WFC Position: Q2 2026 in Review

Abound Wealth Management reduced its Wells Fargo (WFC) stake by 19% in Q2 2026, selling an estimated $38.2K and leaving 2,041 shares worth $169K. The position accounts for 0.03% of the portfolio, ranked #111.

Abound Wealth Management first reported a position in WFC in Q3 2022 and has held it in 16 quarters since. The position peaked at $222K in Q4 2025. 909 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Abound Wealth Management held 2,041 shares of Wells Fargo worth $169K as of Q2 2026.
  • Abound Wealth Management sold 475 Wells Fargo shares in Q2 2026, an estimated $38.2K.
  • Wells Fargo made up 0.03% of Abound Wealth Management's portfolio in Q2 2026, its #111 holding.
  • Abound Wealth Management first reported a position in Wells Fargo in Q3 2022 and has held it in 16 quarters since.
  • Abound Wealth Management's Wells Fargo position peaked at $222K in Q4 2025.
  • 909 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.