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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
Q1 		$523K Buy
6,575
+1,549
+31% +$133K 0.06% 177
2025
Q4 		$468K Buy
5,026
+240
+5% +$20.8K 0.06% 152
2025
Q3 		$356K Buy
4,786
+207
+5% +$16.8K 0.06% 176
2025
Q2 		$367K Buy
+4,579
New +$330K 0.09% 160

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 Wealth Group (Colorado)'s WFC Position: Q1 2026 in Review

Summit Wealth Group (Colorado) increased its Wells Fargo (WFC) stake by 31% in Q1 2026, buying an estimated $133K and bringing the position to 6,575 shares worth $523K. The position accounts for 0.06% of the portfolio, ranked #177.

Summit Wealth Group (Colorado) first reported a position in WFC in Q2 2025 and has held it in 4 quarters since. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Summit Wealth Group (Colorado) held 6,575 shares of Wells Fargo worth $523K as of Q1 2026.
  • Summit Wealth Group (Colorado) bought 1,549 Wells Fargo shares in Q1 2026, an estimated $133K.
  • Wells Fargo made up 0.06% of Summit Wealth Group (Colorado)'s portfolio in Q1 2026, its #177 holding.
  • Summit Wealth Group (Colorado) first reported a position in Wells Fargo in Q2 2025 and has held it in 4 quarters since.
  • 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q1 2026, filed 23 Apr 2026.