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 Q2	$213K	Buy	+2,577	New	+$207K	0.01%	289
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 $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 $3.38T AUM 44.17% 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

Abundance Wealth Counselors's WFC Position: Q2 2026 in Review

Abundance Wealth Counselors opened a new position in Wells Fargo (WFC) in Q2 2026: 2,577 shares worth $213K. The stake represents 0.01% of the portfolio and ranks #289 among its holdings. This is a return to the name: Abundance Wealth Counselors previously reported a position in WFC as recently as Q4 2025.

Abundance Wealth Counselors first reported a position in WFC in Q1 2021 and has held it in 7 quarters since. The position peaked at $343K in Q4 2025. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Abundance Wealth Counselors held 2,577 shares of Wells Fargo worth $213K as of Q2 2026.
Wells Fargo was a new Abundance Wealth Counselors position in Q2 2026.
Wells Fargo made up 0.01% of Abundance Wealth Counselors's portfolio in Q2 2026, its #289 holding.
Abundance Wealth Counselors first reported a position in Wells Fargo in Q1 2021 and has held it in 7 quarters since.
Abundance Wealth Counselors's Wells Fargo position peaked at $343K in Q4 2025.
2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Abundance Wealth Counselors's 13F filing for Q2 2026, filed 23 Jul 2026.