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Summit Wealth Group (Colorado)’s Wells Fargo WFC Stock Holding History

Summit Wealth Group (Colorado)’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
Q2 		$712K Buy
8,613
+2,038
+31% +$164K 0.06% 171
2026
Q1 		$523K Buy
6,575
+1,549
+31% +$133K 0.06% 177
2025
Q4 		$468K Sell
5,026
-30,237
-86% -$2.63M 0.06% 152
2025
Q3 		$1.6M Buy
35,263
+30,684
+670% +$2.49M 0.17% 106
2025
Q2 		$367K Buy
+4,579
New +$330K 0.09% 160

Other funds holding WFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Summit Wealth Group (Colorado)'s WFC Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its Wells Fargo (WFC) stake by 31% in Q2 2026, buying an estimated $164K and bringing the position to 8,613 shares worth $712K. The position accounts for 0.06% of the portfolio, ranked #171.

Summit Wealth Group (Colorado) first reported a position in WFC in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.6M in Q3 2025. 2,878 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Summit Wealth Group (Colorado) held 8,613 shares of Wells Fargo worth $712K as of Q2 2026.
  • Summit Wealth Group (Colorado) bought 2,038 Wells Fargo shares in Q2 2026, an estimated $164K.
  • Wells Fargo made up 0.06% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #171 holding.
  • Summit Wealth Group (Colorado) first reported a position in Wells Fargo in Q2 2025 and has held it in 5 quarters since.
  • Summit Wealth Group (Colorado)'s Wells Fargo position peaked at $1.6M in Q3 2025.
  • 2,878 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.