Abundance Wealth Counselors’s Wells Fargo WFC Stock Holding History

Abundance Wealth Counselors’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	–	Sell	-3,680	Closed	-$343K	–	256
2025 Q4	$343K	Sell	3,680 -113	-3%	-$9.81K	0.06%	133
2025 Q3	$318K	Sell	3,793 -300	-7%	-$24.3K	0.05%	134
2025 Q2	$328K	Buy	4,093 +1,000	+32%	+$72.1K	0.06%	133
2025 Q1	$222K	Buy	+3,093	New	+$232K	0.05%	141
2022 Q1	–	Sell	-4,889	Closed	-$235K	–	155
2021 Q4	$235K	Buy	+4,889	New	+$241K	0.06%	107
2021 Q2	–	Sell	-2,000	Closed	-$78K	–	337
2021 Q1	$78K	Buy	+2,000	New	+$70.8K	0.02%	137

Other funds holding WFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Abundance Wealth Counselors's WFC Position: Q1 2026 in Review

Abundance Wealth Counselors sold out of Wells Fargo (WFC) in Q1 2026, closing a stake of 3,680 shares — an estimated $343K sold.

Abundance Wealth Counselors first reported a position in WFC in Q1 2021 and held it in 6 quarters. The position peaked at $343K in Q4 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Abundance Wealth Counselors reported no remaining Wells Fargo position as of Q1 2026 after selling out during the quarter.
Abundance Wealth Counselors sold 3,680 Wells Fargo shares in Q1 2026, an estimated $343K.
Abundance Wealth Counselors first reported a position in Wells Fargo in Q1 2021 and held it in 6 quarters.
Abundance Wealth Counselors's Wells Fargo position peaked at $343K in Q4 2025.
2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Abundance Wealth Counselors's 13F filing for Q1 2026, filed 23 Apr 2026.