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Summit Partners Public Asset Management’s Wells Fargo WFC Stock Holding History

Summit Partners Public Asset Management’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 		– Sell
-146,000
Closed -$11.6M – 223
2026
Q1 		$11.6M Buy
+146,000
New +$12.5M 0.31% 85

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