Summit Asset Management’s Wells Fargo WFC Stock Holding History

Summit Asset Management’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	$613K	Sell	7,695 -60	-0.8%	-$5.15K	0.09%	94
2025 Q4	$723K	Buy	7,755 +60	+0.8%	+$5.21K	0.1%	86
2025 Q3	$645K	Hold	7,695	–	–	0.1%	94
2025 Q2	$617K	Buy	7,695 +545	+8%	+$39.3K	0.1%	94
2025 Q1	$513K	Hold	7,150	–	–	0.09%	98
2024 Q4	$502K	Hold	7,150	–	–	0.09%	97
2024 Q3	$404K	Hold	7,150	–	–	0.08%	114
2024 Q2	$425K	Buy	7,150 +350	+5%	+$20.7K	0.09%	101
2024 Q1	$394K	Hold	6,800	–	–	0.08%	106
2023 Q4	$335K	Sell	6,800 -1,520	-18%	-$65.6K	0.08%	113
2023 Q3	$340K	Hold	8,320	–	–	0.09%	109
2023 Q2	$355K	Hold	8,320	–	–	0.09%	110
2023 Q1	$311K	Hold	8,320	–	–	0.09%	115
2022 Q4	$344K	Sell	8,320 -3,530	-30%	-$156K	0.1%	111
2022 Q3	$477K	Hold	11,850	–	–	0.15%	80
2022 Q2	$464K	Hold	11,850	–	–	0.14%	86
2022 Q1	$574K	Hold	11,850	–	–	0.16%	81
2021 Q4	$569K	Sell	11,850 -154	-1%	-$7.58K	0.16%	80
2021 Q3	$557K	Buy	12,004 +289	+2%	+$13.4K	0.17%	77
2021 Q2	$531K	Sell	11,715 -1,753	-13%	-$78.3K	0.17%	75
2021 Q1	$526K	Buy	13,468 +1	+0%	+$35	0.18%	75
2020 Q4	$406K	Sell	13,467 -1,867	-12%	-$48.3K	0.15%	85
2020 Q3	$360K	Buy	15,334 +1,892	+14%	+$46.6K	0.15%	84
2020 Q2	$344K	Buy	13,442 +151	+1%	+$4.13K	0.16%	80
2020 Q1	$381K	Buy	13,291 +251	+2%	+$10.7K	0.21%	66
2019 Q4	$702K	Hold	13,040	–	–	0.3%	50
2019 Q3	$658K	Buy	13,040 +312	+2%	+$14.7K	0.31%	48
2019 Q2	$602K	Sell	12,728 -46	-0.4%	-$2.15K	0.29%	52
2019 Q1	$617K	Buy	12,774 +1,685	+15%	+$82.9K	0.3%	49
2018 Q4	$511K	Sell	11,089 -430	-4%	-$22K	0.29%	53
2018 Q3	$605K	Hold	11,519	–	–	0.28%	47
2018 Q2	$639K	Hold	11,519	–	–	0.31%	45
2018 Q1	$604K	Sell	11,519 -224	-2%	-$13.3K	0.29%	49
2017 Q4	$712K	Hold	11,743	–	–	0.34%	45
2017 Q3	$648K	Buy	11,743 +72	+0.6%	+$3.83K	0.32%	50
2017 Q2	$647K	Sell	11,671 -500	-4%	-$26.8K	0.34%	48
2017 Q1	$677K	Hold	12,171	–	–	0.39%	44
2016 Q4	$671K	Sell	12,171 -108	-0.9%	-$5.43K	0.42%	41
2016 Q3	$544K	Buy	12,279 +317	+3%	+$15.2K	0.33%	47
2016 Q2	$566K	Buy	11,962 +1,544	+15%	+$75.3K	0.36%	45
2016 Q1	$504K	Buy	10,418 +225	+2%	+$11K	0.33%	47
2015 Q4	$554K	Hold	10,193	–	–	0.38%	46
2015 Q3	$523K	Buy	10,193 +100	+1%	+$5.5K	0.37%	48
2015 Q2	$568K	Buy	10,093 +300	+3%	+$16.7K	0.39%	48
2015 Q1	$533K	Buy	9,793 +339	+4%	+$18.3K	0.37%	46
2014 Q4	$518K	Buy	9,454 +75	+0.8%	+$3.97K	0.37%	43
2014 Q3	$486K	Buy	9,379 +1,100	+13%	+$56.6K	0.37%	45
2014 Q2	$435K	Hold	8,279	–	–	0.33%	46
2014 Q1	$412K	Buy	8,279 +850	+11%	+$39.6K	0.33%	47
2013 Q4	$337K	Hold	7,429	–	–	0.27%	58
2013 Q3	$307K	Hold	7,429	–	–	0.27%	57
2013 Q2	$307K	Buy	+7,429	New	+$289K	0.3%	55

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

Summit Asset Management's WFC Position: Q1 2026 in Review

Summit Asset Management reduced its Wells Fargo (WFC) stake by 0.77% in Q1 2026, selling an estimated $5.15K and leaving 7,695 shares worth $613K. The position accounts for 0.09% of the portfolio, ranked #94.

Summit Asset Management first reported a position in WFC in Q2 2013 and has held it in 52 quarters since. The position peaked at $723K in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Summit Asset Management held 7,695 shares of Wells Fargo worth $613K as of Q1 2026.
Summit Asset Management sold 60 Wells Fargo shares in Q1 2026, an estimated $5.15K.
Wells Fargo made up 0.09% of Summit Asset Management's portfolio in Q1 2026, its #94 holding.
Summit Asset Management first reported a position in Wells Fargo in Q2 2013 and has held it in 52 quarters since.
Summit Asset Management's Wells Fargo position peaked at $723K in Q4 2025.
2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Summit Asset Management's 13F filing for Q1 2026, filed 8 May 2026.