Position in WFC
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$168,668
-$31,630 QoQ
Shares Held
2,041
-18.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#2,528
of 2,853 holders
Holding Since
Sep 2022
16 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, 2026Abound Wealth Management holds $1,753,365 across 13 Banks - Diversified names. WFC ranks #3 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
3,520 | $1,152,201 | |
| 2 | BAC |
Bank Of America Corp /De/
|
5,360 | $305,412 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
2,041 | $168,668 | |
| 4 | C |
Citigroup Inc
|
418 | $58,503 | |
| 5 | BCS |
Barclays PLC
|
756 | $20,306 | |
| 6 | ING |
Ing Groep NV
|
553 | $17,353 | |
| 7 | UBS |
UBS Group AG
|
180 | $8,920 | |
| 8 | BNS |
Bank Of Nova Scotia
|
98 | $8,510 |
All Filings in WFC
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $168,668 | 2,041 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $200,298 | 2,516 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $222,002 | 2,382 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $194,630 | 2,322 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $175,783 | 2,194 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $156,861 | 2,185 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $123,762 | 1,762 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $100,269 | 1,775 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $100,012 | 1,684 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $97,198 | 1,677 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $80,917 | 1,644 | Shares | Sole | 2024-08-08 | |
| 2023-09-30 | $67,092 | 1,642 | Shares | Sole | 2024-08-08 | |
| 2023-06-30 | $68,842 | 1,613 | Shares | Sole | 2024-08-08 | |
| 2023-03-31 | $62,499 | 1,672 | Shares | Sole | 2024-08-07 | |
| 2022-12-31 | $57,888 | 1,402 | Shares | Sole | 2024-08-07 | |
| 2022-09-30 | $51,843 | 1,289 | Shares | Sole | 2024-08-07 | |
| No filing history on record for this holder in this stock. | ||||||