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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
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
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.