Abundance Wealth Counselors
Position in WFC — Wells Fargo & Company/Mn
CIK 1767080
STATE COLLEGE, PA
Position in WFC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$212,963
-$130,013 QoQ
Shares Held
2,577
-30.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,468
of 2,853 holders
Holding Since
Mar 2021
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Abundance Wealth Counselors holds $16,806,196 across 8 Banks - Diversified names. WFC ranks #8 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
25,347 | $8,296,833 | |
| 2 | ING |
Ing Groep NV
|
120,328 | $3,775,892 | |
| 3 | BAC |
Bank Of America Corp /De/
|
44,171 | $2,516,863 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
6,889 | $996,218 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
4,173 | $396,810 | |
| 6 | C |
Citigroup Inc
|
2,282 | $319,388 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
14,642 | $291,229 | |
| 8 | WFC |
Wells Fargo & Company/Mn
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|
2,577 | $212,963 |
All Filings in WFC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $212,963 | 2,577 | Shares | Sole | 2026-07-23 | |
| 2025-12-31 | $342,976 | 3,680 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $317,929 | 3,793 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $327,931 | 4,093 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $222,046 | 3,093 | Shares | Sole | 2025-04-21 | |
| 2021-12-31 | $234,574 | 4,889 | Shares | Sole | 2022-01-18 | |
| 2021-03-31 | $78,140 | 2,000 | Shares | Sole | 2021-05-06 | |
| No filing history on record for this holder in this stock. | ||||||