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
2024 Q4	–	Sell	-6,000	Closed	-$339K	–	926
2024 Q3	$339K	Buy	+6,000	New	+$339K	0.09%	126
2024 Q1	–	Sell	-500,000	Closed	-$24.6M	–	938
2023 Q4	$24.6M	Buy	+500,000	New	+$21.6M	2.22%	10
2022 Q2	–	Sell	-120,000	Closed	-$5.82M	–	1252
2022 Q1	$5.82M	Buy	120,000 +115,000	+2,300%	+$6.15M	0.65%	25
2021 Q4	$240K	Sell	5,000 -20	-0.4%	-$985	0.01%	558
2021 Q3	$23.3M	Buy	+5,020	New	+$232K	1.81%	3
2021 Q1	–	Sell	-84	Closed	-$254K	–	799
2020 Q4	$254K	Sell	84 -50	-37%	-$1.29K	0.02%	486
2020 Q3	$315K	Buy	+134	New	+$3.3K	0.03%	276
2020 Q1	–	Sell	-185	Closed	-$995K	–	493
2019 Q4	$995K	Buy	+185	New	+$9.69K	0.08%	212
2019 Q3	–	Sell	-133	Closed	-$629K	–	423
2019 Q2	$629K	Buy	+133	New	+$6.22K	0.07%	180
2019 Q1	–	Sell	-386	Closed	-$1.78M	–	349
2018 Q4	$1.78M	Buy	+386	New	+$19.8K	0.15%	90
2017 Q4	–	Sell	-134	Closed	-$739K	–	264
2017 Q3	$739K	Sell	134 -174	-56%	-$9.25K	0.13%	81
2017 Q2	$1.71M	Buy	+308	New	+$16.5K	0.3%	36
2016 Q3	–	Sell	-28	Closed	-$61K	–	274
2016 Q2	$61K	Buy	+28	New	+$1.36K	0.03%	228

Other funds holding WFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Summit Securities Group's WFC Position: Q2 2026 in Review

Summit Securities Group reduced its Wells Fargo (WFC) stake by 90% in Q2 2026, selling an estimated $667K and leaving 909 shares worth $75.1K. The position accounts for 0.01% of the portfolio, ranked #489.

Summit Securities Group first reported a position in WFC in Q2 2013 and has held it in 41 quarters since. The position peaked at $24.7M in Q4 2021. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Summit Securities Group held 909 shares of Wells Fargo worth $75.1K as of Q2 2026.
Summit Securities Group sold 8,299 Wells Fargo shares in Q2 2026, an estimated $667K.
Wells Fargo made up 0.01% of Summit Securities Group's portfolio in Q2 2026, its #489 holding.
Summit Securities Group first reported a position in Wells Fargo in Q2 2013 and has held it in 41 quarters since.
Summit Securities Group's Wells Fargo position peaked at $24.7M in Q4 2021.
2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

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