Summit Financial Wealth Advisors’s Wells Fargo WFC Stock Holding History

Summit Financial Wealth Advisors’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	$232K	Buy	+2,803	New	+$225K	0.03%	198
2018 Q2	–	Sell	-4,161	Closed	-$218K	–	147
2018 Q1	$218K	Sell	4,161 -27,510	-87%	-$1.63M	0.07%	130
2017 Q4	$1.92M	Buy	31,671 +5,506	+21%	+$311K	0.66%	47
2017 Q3	$1.44M	Sell	26,165 -2,759	-10%	-$147K	0.52%	52
2017 Q2	$1.6M	Buy	28,924 +7,851	+37%	+$421K	0.63%	50
2017 Q1	$1.17M	Buy	21,073 +490	+2%	+$27.8K	0.51%	54
2016 Q4	$1.13M	Sell	20,583 -17,825	-46%	-$896K	0.5%	56
2016 Q3	$1.7M	Buy	38,408 +14,601	+61%	+$699K	0.74%	40
2016 Q2	$1.13M	Sell	23,807 -167	-0.7%	-$8.14K	0.47%	52
2016 Q1	$1.16M	Buy	23,974 +463	+2%	+$22.7K	0.51%	50
2015 Q4	$1.28M	Buy	23,511 +22,976	+4,295%	+$1.25M	0.58%	45
2015 Q3	$27K	Sell	535 -230	-30%	-$12.6K	0.02%	149
2015 Q2	$43K	Buy	765 +230	+43%	+$12.8K	0.03%	155
2015 Q1	$30K	Buy	+535	New	+$28.9K	0.02%	147

Other funds holding WFC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

DJC

Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Summit Financial Wealth Advisors's WFC Position: Q2 2026 in Review

Summit Financial Wealth Advisors opened a new position in Wells Fargo (WFC) in Q2 2026: 2,803 shares worth $232K. The stake represents 0.03% of the portfolio and ranks #198 among its holdings. This is a return to the name: Summit Financial Wealth Advisors previously reported a position in WFC as recently as Q1 2018.

Summit Financial Wealth Advisors first reported a position in WFC in Q1 2015 and has held it in 14 quarters since. The position peaked at $1.92M in Q4 2017. 495 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Summit Financial Wealth Advisors held 2,803 shares of Wells Fargo worth $232K as of Q2 2026.
Wells Fargo was a new Summit Financial Wealth Advisors position in Q2 2026.
Wells Fargo made up 0.03% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #198 holding.
Summit Financial Wealth Advisors first reported a position in Wells Fargo in Q1 2015 and has held it in 14 quarters since.
Summit Financial Wealth Advisors's Wells Fargo position peaked at $1.92M in Q4 2017.
495 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.