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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
Q2 		$9.84M Buy
119,064
+6,233
+6% +$501K 0.11% 184
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Summit Financial's WFC Position: Q2 2026 in Review

Summit Financial increased its Wells Fargo (WFC) stake by 5.5% in Q2 2026, buying an estimated $501K and bringing the position to 119,064 shares worth $9.84M. The position accounts for 0.11% of the portfolio, ranked #184.

Summit Financial first reported a position in WFC in Q3 2021 and has held it in 20 quarters since. The position peaked at $14.3M in Q4 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Summit Financial held 119,064 shares of Wells Fargo worth $9.84M as of Q2 2026.
  • Summit Financial bought 6,233 Wells Fargo shares in Q2 2026, an estimated $501K.
  • Wells Fargo made up 0.11% of Summit Financial's portfolio in Q2 2026, its #184 holding.
  • Summit Financial first reported a position in Wells Fargo in Q3 2021 and has held it in 20 quarters since.
  • Summit Financial's Wells Fargo position peaked at $14.3M in Q4 2025.
  • 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.