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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Summa Corp's WFC Position: Q1 2026 in Review

Summa Corp reduced its Wells Fargo (WFC) stake by 4.9% in Q1 2026, selling an estimated $28.8K and leaving 6,500 shares worth $517K. The position accounts for 0.21% of the portfolio, ranked #52.

Summa Corp first reported a position in WFC in Q4 2023 and has held it in 10 quarters since. The position peaked at $723K in Q2 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Summa Corp held 6,500 shares of Wells Fargo worth $517K as of Q1 2026.
Summa Corp sold 335 Wells Fargo shares in Q1 2026, an estimated $28.8K.
Wells Fargo made up 0.21% of Summa Corp's portfolio in Q1 2026, its #52 holding.
Summa Corp first reported a position in Wells Fargo in Q4 2023 and has held it in 10 quarters since.
Summa Corp's Wells Fargo position peaked at $723K in Q2 2025.
2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Summa Corp's 13F filing for Q1 2026, filed 30 Apr 2026.