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 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 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 Global Investments's WFC Position: Q1 2026 in Review

Summit Global Investments increased its Wells Fargo (WFC) stake by 0.08% in Q1 2026, buying an estimated $945 and bringing the position to 14,107 shares worth $1.12M. The position accounts for 0.07% of the portfolio, ranked #164.

Summit Global Investments first reported a position in WFC in Q1 2021 and has held it in 19 quarters since. The position peaked at $4.53M in Q3 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Summit Global Investments held 14,107 shares of Wells Fargo worth $1.12M as of Q1 2026.
Summit Global Investments bought 11 Wells Fargo shares in Q1 2026, an estimated $945.
Wells Fargo made up 0.07% of Summit Global Investments's portfolio in Q1 2026, its #164 holding.
Summit Global Investments first reported a position in Wells Fargo in Q1 2021 and has held it in 19 quarters since.
Summit Global Investments's Wells Fargo position peaked at $4.53M in Q3 2025.
2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Summit Global Investments's 13F filing for Q1 2026, filed 7 May 2026.