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Summit Securities Group’s Wells Fargo WFC Stock Holding History

Summit Securities Group’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 		$733K Buy
9,208
+1,647
+22% +$141K 0.09% 120
2025
Q4 		$705K Buy
7,561
+2,039
+37% +$177K 0.09% 155
2025
Q3 		$463K Buy
5,522
+3,332
+152% +$270K 0.1% 171
2025
Q2 		$175K Buy
+2,190
New +$158K 0.03% 278
2025
Q1 		– Sell
-312
Closed -$21.9K – 1124
2024
Q4 		$21.9K Buy
+312
New +$21.3K ﹤0.01% 377
2023
Q3 		– Sell
-4,904
Closed -$209K – 1058
2023
Q2 		$209K Sell
4,904
-2,571
-34% -$103K 0.03% 213
2023
Q1 		$279K Sell
7,475
-83,340
-92% -$3.63M 0.02% 183
2022
Q4 		$3.75M Sell
90,815
-67,585
-43% -$2.99M 0.14% 92
2022
Q3 		$6.37M Buy
158,400
+81,775
+107% +$3.51M 0.48% 42
2022
Q2 		$3M Buy
76,625
+75,033
+4,713% +$3.29M 0.37% 45
2022
Q1 		$77K Sell
1,592
-512,826
-100% -$27.4M 0.01% 552
2021
Q4 		$24.7M Buy
514,418
+447,768
+672% +$22M 1.16% 10
2021
Q3 		$3.09M Sell
66,650
-258,915
-80% -$12M 0.24% 100
2021
Q2 		$14.7M Buy
325,565
+274,165
+533% +$12.2M 1.22% 13
2021
Q1 		$2.01M Sell
51,400
-25,600
-33% -$906K 0.22% 98
2020
Q4 		$2.32M Buy
77,000
+1,000
+1% +$25.9K 0.2% 124
2020
Q3 		$1.79M Sell
76,000
-5,200
-6% -$128K 0.19% 106
2020
Q2 		$2.08M Buy
81,200
+55,000
+210% +$1.5M 0.26% 81
2020
Q1 		$752K Sell
26,200
-174,900
-87% -$7.44M 0.13% 133
2019
Q4 		$10.8M Buy
201,100
+128,800
+178% +$6.75M 0.82% 28
2019
Q3 		$3.65M Buy
72,300
+51,600
+249% +$2.43M 0.32% 53
2019
Q2 		$980K Buy
20,700
+15,600
+306% +$730K 0.11% 136
2019
Q1 		$246K Sell
5,100
-4,200
-45% -$207K 0.04% 170
2018
Q4 		$429K Sell
9,300
-8,600
-48% -$440K 0.04% 213
2018
Q3 		$941K Buy
17,900
+4,400
+33% +$251K 0.35% 49
2018
Q2 		$748K Buy
13,500
+4,400
+48% +$236K 0.11% 103
2018
Q1 		$477K Sell
9,100
-109,600
-92% -$6.51M 0.12% 90
2017
Q4 		$7.2M Buy
118,700
+104,000
+707% +$5.87M 0.86% 12
2017
Q3 		$811K Buy
+14,700
New +$781K 0.14% 71
2017
Q1 		– Sell
-6,300
Closed -$347K – 407
2016
Q4 		$347K Buy
+6,300
New +$317K 0.08% 179
2016
Q1 		– Sell
-165,400
Closed -$8.99M – 336
2015
Q4 		$8.99M Buy
165,400
+82,500
+100% +$4.48M 2.9% 9
2015
Q3 		$4.26M Buy
82,900
+82,000
+9,111% +$4.51M 3.07% 8
2015
Q2 		$51K Buy
+900
New +$50.2K 0.02% 177
2015
Q1 		– Sell
-104,417
Closed -$5.72M – 659
2014
Q4 		$5.72M Sell
104,417
-883
-0.8% -$46.7K 1.64% 9
2014
Q3 		$5.46M Buy
105,300
+24,800
+31% +$1.28M 1.58% 16
2014
Q2 		$4.23M Buy
80,500
+58,000
+258% +$2.92M 1.45% 17
2014
Q1 		$1.12M Sell
22,500
-134,200
-86% -$6.25M 0.67% 21
2013
Q4 		$7.11M Sell
156,700
-19,100
-11% -$825K 1.24% 19
2013
Q3 		$7.26M Buy
175,800
+108,200
+160% +$4.62M 2.47% 8
2013
Q2 		$2.79M Buy
+67,600
New +$2.63M 1.33% 17

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 Securities Group's WFC Position: Q1 2026 in Review

Summit Securities Group increased its Wells Fargo (WFC) stake by 22% in Q1 2026, buying an estimated $141K and bringing the position to 9,208 shares worth $733K. The position accounts for 0.09% of the portfolio, ranked #120.

Summit Securities Group first reported a position in WFC in Q2 2013 and has held it in 40 quarters since. The position peaked at $24.7M in Q4 2021. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Summit Securities Group held 9,208 shares of Wells Fargo worth $733K as of Q1 2026.
  • Summit Securities Group bought 1,647 Wells Fargo shares in Q1 2026, an estimated $141K.
  • Wells Fargo made up 0.09% of Summit Securities Group's portfolio in Q1 2026, its #120 holding.
  • Summit Securities Group first reported a position in Wells Fargo in Q2 2013 and has held it in 40 quarters since.
  • Summit Securities Group's Wells Fargo position peaked at $24.7M in Q4 2021.
  • 2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.