Summa Corp’s Wells Fargo WFC Stock Holding History

Summa Corp’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	$537K	Hold	6,500	–	–	0.17%	56
2026 Q1	$517K	Sell	6,500 -335	-5%	-$28.8K	0.21%	52
2025 Q4	$637K	Buy	6,835 +6	+0.1%	+$521	0.27%	40
2025 Q3	$572K	Sell	6,829 -2,197	-24%	-$178K	0.25%	41
2025 Q2	$723K	Buy	9,026 +2	+0%	+$144	0.38%	29
2025 Q1	$648K	Buy	9,024 +324	+4%	+$24.3K	0.37%	28
2024 Q4	$611K	Hold	8,700	–	–	0.3%	29
2024 Q3	$491K	Hold	8,700	–	–	0.24%	39
2024 Q2	$517K	Hold	8,700	–	–	0.25%	34
2024 Q1	$504K	Hold	8,700	–	–	0.28%	33
2023 Q4	$428K	Buy	+8,700	New	+$375K	0.3%	42

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 $3.37T AUM 44.26% 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

Summa Corp's WFC Position: Q2 2026 in Review

Summa Corp held its Wells Fargo (WFC) position steady in Q2 2026 at 6,500 shares worth $537K. The position accounts for 0.17% of the portfolio, ranked #56.

Summa Corp first reported a position in WFC in Q4 2023 and has held it in 11 quarters since. The position peaked at $723K in Q2 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Summa Corp held 6,500 shares of Wells Fargo worth $537K as of Q2 2026.
Summa Corp left its Wells Fargo share count unchanged in Q2 2026.
Wells Fargo made up 0.17% of Summa Corp's portfolio in Q2 2026, its #56 holding.
Summa Corp first reported a position in Wells Fargo in Q4 2023 and has held it in 11 quarters since.
Summa Corp's Wells Fargo position peaked at $723K in Q2 2025.
2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Summa Corp's 13F filing for Q2 2026, filed 6 Aug 2026.