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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
2022
Q4 		– Sell
-50,000
Closed -$2.01M – 1409
2022
Q3 		$2.01M Buy
+50,000
New +$2.15M 0.15% 92
2022
Q1 		– Sell
-6,400
Closed -$307K – 1394
2021
Q4 		$307K Buy
6,400
+6,356
+14,445% +$313K 0.01% 490
2021
Q3 		$204K Buy
+44
New +$2.04K 0.02% 640
2021
Q1 		– Sell
-338
Closed -$1.02M – 800
2020
Q4 		$1.02M Sell
338
-50
-13% -$1.29K 0.09% 234
2020
Q3 		$912K Buy
388
+91
+31% +$2.24K 0.1% 165
2020
Q2 		$760K Buy
297
+223
+301% +$6.1K 0.09% 177
2020
Q1 		$212K Sell
74
-26
-26% -$1.1K 0.04% 248
2019
Q4 		$538K Hold
100
– – 0.04% 274
2019
Q3 		$504K Buy
100
+57
+133% +$2.69K 0.04% 193
2019
Q2 		$203K Buy
+43
New +$2.01K 0.02% 302
2019
Q1 		– Sell
-56
Closed -$258K – 350
2018
Q4 		$258K Buy
+56
New +$2.87K 0.02% 259
2017
Q4 		– Sell
-174
Closed -$960K – 265
2017
Q3 		$960K Buy
+174
New +$9.25K 0.16% 59
2017
Q1 		– Sell
-39
Closed -$215K – 408
2016
Q4 		$215K Buy
+39
New +$1.96K 0.05% 251
2016
Q1 		– Sell
-1,654
Closed -$3K – 337
2015
Q4 		$3K Buy
1,654
+490
+42% +$26.6K ﹤0.01% 252
2015
Q3 		$195K Buy
+1,164
New +$64K 0.14% 89
2015
Q1 		– Sell
-735
Closed -$2K – 660
2014
Q4 		$2K Sell
735
-189
-20% -$10K ﹤0.01% 537
2014
Q3 		$34K Buy
924
+123
+15% +$6.33K 0.01% 440
2014
Q2 		$10K Buy
801
+642
+404% +$32.3K ﹤0.01% 408
2014
Q1 		$3K Sell
159
-1,614
-91% -$75.2K ﹤0.01% 337
2013
Q4 		$1K Sell
1,773
-278
-14% -$12K ﹤0.01% 477
2013
Q3 		$20K Buy
2,051
+1,738
+555% +$74.2K 0.01% 231
2013
Q2 		$4K Buy
+313
New +$12.2K ﹤0.01% 426

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.