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Summit Financial’s Wells Fargo WFC Stock Holding History

Summit Financial’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 		$8.98M Sell
112,831
-40,685
-27% -$3.49M 0.11% 175
2025
Q4 		$14.3M Buy
153,516
+102,036
+198% +$8.86M 0.21% 94
2025
Q3 		$4.32M Buy
51,480
+12,549
+32% +$1.02M 0.07% 293
2025
Q2 		$3.12M Buy
38,931
+13,737
+55% +$990K 0.07% 228
2025
Q1 		$1.81M Buy
25,194
+1,165
+5% +$87.5K 0.05% 273
2024
Q4 		$1.69M Buy
24,029
+1,275
+6% +$87K 0.06% 240
2024
Q3 		$1.29M Sell
22,754
-10
-0% -$566 0.05% 224
2024
Q2 		$1.35M Buy
22,764
+13,970
+159% +$825K 0.06% 191
2024
Q1 		$510K Sell
8,794
-2,156
-20% -$113K 0.03% 249
2023
Q4 		$539K Buy
10,950
+10
+0.1% +$432 0.04% 238
2023
Q3 		$447K Buy
10,940
+4,566
+72% +$197K 0.03% 248
2023
Q2 		$272K Sell
6,374
-1,552
-20% -$62.5K 0.02% 286
2023
Q1 		$296K Buy
7,926
+125
+2% +$5.45K 0.03% 209
2022
Q4 		$322K Sell
7,801
-3,381
-30% -$150K 0.03% 202
2022
Q3 		$450K Buy
11,182
+3,554
+47% +$153K 0.04% 180
2022
Q2 		$299K Sell
7,628
-1,448
-16% -$63.5K 0.03% 198
2022
Q1 		$440K Buy
9,076
+1,995
+28% +$107K 0.03% 190
2021
Q4 		$340K Buy
7,081
+1,526
+27% +$75.1K 0.03% 202
2021
Q3 		$258K Buy
+5,555
New +$257K 0.02% 202

Other funds holding WFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Summit Financial's WFC Position: Q1 2026 in Review

Summit Financial reduced its Wells Fargo (WFC) stake by 27% in Q1 2026, selling an estimated $3.49M and leaving 112,831 shares worth $8.98M. The position accounts for 0.11% of the portfolio, ranked #175.

Summit Financial first reported a position in WFC in Q3 2021 and has held it in 19 quarters since. The position peaked at $14.3M in Q4 2025. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Summit Financial held 112,831 shares of Wells Fargo worth $8.98M as of Q1 2026.
  • Summit Financial sold 40,685 Wells Fargo shares in Q1 2026, an estimated $3.49M.
  • Wells Fargo made up 0.11% of Summit Financial's portfolio in Q1 2026, its #175 holding.
  • Summit Financial first reported a position in Wells Fargo in Q3 2021 and has held it in 19 quarters since.
  • Summit Financial's Wells Fargo position peaked at $14.3M in Q4 2025.
  • 2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.