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Summit Wealth Group, LLC/OK’s Wells Fargo WFC Stock Holding History

Summit Wealth Group, LLC/OK’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
Q3 		– Sell
-2,989
Closed -$247K – 61
2026
Q2 		$247K Buy
2,989
+6
+0.2% +$482 0.32% 58
2026
Q1 		$237K Hold
2,983
– – 0.33% 51
2025
Q4 		$278K Buy
+2,983
New +$259K 0.29% 55

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Bank of New York Mellon
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Deutsche Bank
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Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Summit Wealth Group, LLC/OK's WFC Position: Q3 2026 in Review

Summit Wealth Group, LLC/OK sold out of Wells Fargo (WFC) in Q3 2026, closing a stake of 2,989 shares — an estimated $247K sold.

Summit Wealth Group, LLC/OK first reported a position in WFC in Q4 2025 and held it in 3 quarters. The position peaked at $278K in Q4 2025. 1,826 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Summit Wealth Group, LLC/OK reported no remaining Wells Fargo position as of Q3 2026 after selling out during the quarter.
  • Summit Wealth Group, LLC/OK sold 2,989 Wells Fargo shares in Q3 2026, an estimated $247K.
  • Summit Wealth Group, LLC/OK first reported a position in Wells Fargo in Q4 2025 and held it in 3 quarters.
  • Summit Wealth Group, LLC/OK's Wells Fargo position peaked at $278K in Q4 2025.
  • 1,826 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Summit Wealth Group, LLC/OK's 13F filing for Q3 2026, filed 10 Nov 2026.