Skip to main content

Abound Financial, LLC

SEC CIK
0002024264
Latest filing
Aug 14, 2026

WFC holding history

Wells Fargo & Company in every 13F filed by Abound Financial, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WFC overviewAll 13F holders of WFCFull Q2 2026 holdings

Shares (Q2 2026)
3,090
Value
$255.4K
% of portfolio
0.1%
Quarters held
4
Since Q1 2025
Holdings of WFC by Abound Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,090$255.4K0.1%00.0%UnchangedHolders
Q1 20263,090$246.0K0.1%+2,843+1,151.0%AddedHolders
Q4 2025247$23.0K<0.1%+247NewHolders
Q2 20250$00.0%−247−100.0%Sold outHolders
Q1 2025247$17.7K<0.1%+247NewHolders