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Summit Trail Advisors’s Wells Fargo WFC Stock Holding History

Summit Trail Advisors’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 		$8.71M Buy
109,407
+2,842
+3% +$244K 0.12% 94
2025
Q4 		$9.93M Sell
106,565
-5,549
-5% -$482K 0.17% 77
2025
Q3 		$9.4M Buy
112,114
+12,688
+13% +$1.03M 0.13% 87
2025
Q2 		$7.97M Buy
+99,426
New +$7.17M 0.14% 87
2024
Q4 		– Sell
-65,138
Closed -$3.68M – 786
2024
Q3 		$3.68M Sell
65,138
-9,648
-13% -$546K 0.09% 102
2024
Q2 		$4.44M Buy
74,786
+19,790
+36% +$1.17M 0.12% 75
2024
Q1 		$3.19M Buy
54,996
+2,955
+6% +$155K 0.08% 91
2023
Q4 		$2.56M Buy
52,041
+714
+1% +$30.8K 0.08% 89
2023
Q3 		$2.1M Buy
51,327
+16,641
+48% +$718K 0.08% 94
2023
Q2 		$1.48M Sell
34,686
-31,990
-48% -$1.29M 0.06% 123
2023
Q1 		$2.49M Buy
66,676
+46,046
+223% +$2.01M 0.1% 75
2022
Q4 		$852K Buy
20,630
+2,648
+15% +$117K 0.04% 131
2022
Q3 		$723K Sell
17,982
-4,129
-19% -$177K 0.04% 133
2022
Q2 		$866K Buy
22,111
+7,396
+50% +$325K 0.05% 133
2022
Q1 		$713K Buy
14,715
+7,638
+108% +$409K 0.06% 129
2021
Q4 		$340K Sell
7,077
-1,795
-20% -$88.4K 0.02% 208
2021
Q3 		$412K Buy
8,872
+1,455
+20% +$67.3K 0.03% 178
2021
Q2 		$336K Buy
7,417
+406
+6% +$18.1K 0.03% 166
2021
Q1 		$274K Sell
7,011
-325
-4% -$11.5K 0.03% 163
2020
Q4 		$221K Buy
+7,336
New +$190K 0.03% 171
2018
Q2 		– Sell
-20,869
Closed -$1.07M – 690
2018
Q1 		$1.07M Buy
20,869
+471
+2% +$28K 0.18% 125
2017
Q4 		$1.32M Buy
+20,398
New +$1.15M 0.17% 122

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 Trail Advisors's WFC Position: Q1 2026 in Review

Summit Trail Advisors increased its Wells Fargo (WFC) stake by 2.7% in Q1 2026, buying an estimated $244K and bringing the position to 109,407 shares worth $8.71M. The position accounts for 0.12% of the portfolio, ranked #94.

Summit Trail Advisors first reported a position in WFC in Q4 2017 and has held it in 22 quarters since. The position peaked at $9.93M in Q4 2025. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Summit Trail Advisors held 109,407 shares of Wells Fargo worth $8.71M as of Q1 2026.
  • Summit Trail Advisors bought 2,842 Wells Fargo shares in Q1 2026, an estimated $244K.
  • Wells Fargo made up 0.12% of Summit Trail Advisors's portfolio in Q1 2026, its #94 holding.
  • Summit Trail Advisors first reported a position in Wells Fargo in Q4 2017 and has held it in 22 quarters since.
  • Summit Trail Advisors's Wells Fargo position peaked at $9.93M in Q4 2025.
  • 2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.