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Summit Global Investments’s Wells Fargo WFC Stock Holding History

Summit Global Investments’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 		$1.15M Sell
13,886
-221
-2% -$17.8K 0.06% 176
2026
Q1 		$1.12M Buy
14,107
+11
+0.1% +$945 0.07% 164
2025
Q4 		$1.31M Sell
14,096
-39,931
-74% -$3.47M 0.08% 139
2025
Q3 		$4.53M Sell
54,027
-1,082
-2% -$87.7K 0.26% 62
2025
Q2 		$4.42M Buy
+55,109
New +$3.97M 0.26% 69
2024
Q4 		– Sell
-5,630
Closed -$318K – 652
2024
Q3 		$318K Sell
5,630
-83
-1% -$4.69K 0.02% 419
2024
Q2 		$339K Sell
5,713
-112
-2% -$6.61K 0.02% 406
2024
Q1 		$338K Sell
5,825
-211
-3% -$11K 0.03% 388
2023
Q4 		$297K Buy
6,036
+283
+5% +$12.2K 0.02% 435
2023
Q3 		$235K Buy
5,753
+343
+6% +$14.8K 0.02% 464
2023
Q2 		$231K Hold
5,410
– – 0.02% 482
2023
Q1 		$202K Hold
5,410
– – 0.02% 485
2022
Q4 		$223K Sell
5,410
-72
-1% -$3.19K 0.02% 433
2022
Q3 		$220K Hold
5,482
– – 0.02% 439
2022
Q2 		$215K Buy
5,482
+1
+0% +$44 0.02% 442
2022
Q1 		$266K Hold
5,481
– – 0.02% 428
2021
Q4 		$263K Buy
5,481
+71
+1% +$3.5K 0.02% 468
2021
Q3 		$251K Buy
5,410
+44
+0.8% +$2.04K 0.02% 418
2021
Q2 		$243K Sell
5,366
-100
-2% -$4.46K 0.01% 502
2021
Q1 		$214K Buy
+5,466
New +$194K 0.01% 513

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 $3.38T AUM 44.17% 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 Global Investments's WFC Position: Q2 2026 in Review

Summit Global Investments reduced its Wells Fargo (WFC) stake by 1.6% in Q2 2026, selling an estimated $17.8K and leaving 13,886 shares worth $1.15M. The position accounts for 0.06% of the portfolio, ranked #176.

Summit Global Investments first reported a position in WFC in Q1 2021 and has held it in 20 quarters since. The position peaked at $4.53M in Q3 2025. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Summit Global Investments held 13,886 shares of Wells Fargo worth $1.15M as of Q2 2026.
  • Summit Global Investments sold 221 Wells Fargo shares in Q2 2026, an estimated $17.8K.
  • Wells Fargo made up 0.06% of Summit Global Investments's portfolio in Q2 2026, its #176 holding.
  • Summit Global Investments first reported a position in Wells Fargo in Q1 2021 and has held it in 20 quarters since.
  • Summit Global Investments's Wells Fargo position peaked at $4.53M in Q3 2025.
  • 2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.