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Summit Wealth Partners’s Wells Fargo WFC Stock Holding History

Summit Wealth Partners’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 		$584K Sell
7,072
-21
-0.3% -$1.69K 0.08% 158
2026
Q1 		$565K Buy
7,093
+4,923
+227% +$423K 0.09% 152
2025
Q4 		$202K Buy
+2,170
New +$188K 0.04% 202

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 Partners's WFC Position: Q2 2026 in Review

Summit Wealth Partners reduced its Wells Fargo (WFC) stake by 0.3% in Q2 2026, selling an estimated $1.69K and leaving 7,072 shares worth $584K. The position accounts for 0.08% of the portfolio, ranked #158.

Summit Wealth Partners first reported a position in WFC in Q4 2025 and has held it in 3 quarters since. 2,866 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Summit Wealth Partners held 7,072 shares of Wells Fargo worth $584K as of Q2 2026.
  • Summit Wealth Partners sold 21 Wells Fargo shares in Q2 2026, an estimated $1.69K.
  • Wells Fargo made up 0.08% of Summit Wealth Partners's portfolio in Q2 2026, its #158 holding.
  • Summit Wealth Partners first reported a position in Wells Fargo in Q4 2025 and has held it in 3 quarters since.
  • 2,866 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.