Summit Securities Group’s Wells Fargo WFC Stock Holding History
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
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.