Summit Wealth & Retirement Planning’s Wells Fargo WFC Stock Holding History

Summit Wealth & Retirement Planning’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	$425K	Sell	5,336 -837	-14%	-$71.9K	0.1%	67
2025 Q4	$575K	Buy	6,173 +2,811	+84%	+$244K	0.14%	53
2025 Q3	$282K	Hold	3,362	–	–	0.07%	83
2025 Q2	$269K	Hold	3,362	–	–	0.07%	83
2025 Q1	$241K	Buy	3,362 +139	+4%	+$10.4K	0.07%	67
2024 Q4	$226K	Buy	+3,223	New	+$220K	0.07%	68
2024 Q3	–	Sell	-4,489	Closed	-$267K	–	69
2024 Q2	$267K	Buy	+4,489	New	+$265K	0.09%	54
2021 Q1	–	Sell	-7,388	Closed	-$223K	–	124
2020 Q4	$223K	Buy	+7,388	New	+$191K	0.08%	108
2020 Q1	–	Sell	-5,208	Closed	-$280K	–	132
2019 Q4	$280K	Buy	5,208 +20	+0.4%	+$1.05K	0.12%	108
2019 Q3	$262K	Buy	5,188 +22	+0.4%	+$1.04K	0.16%	105
2019 Q2	$244K	Hold	5,166	–	–	0.14%	118
2019 Q1	$250K	Sell	5,166 -750	-13%	-$36.9K	0.15%	119
2018 Q4	$273K	Buy	+5,916	New	+$303K	0.21%	97

Other funds holding WFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Summit Wealth & Retirement Planning's WFC Position: Q1 2026 in Review

Summit Wealth & Retirement Planning reduced its Wells Fargo (WFC) stake by 14% in Q1 2026, selling an estimated $71.9K and leaving 5,336 shares worth $425K. The position accounts for 0.1% of the portfolio, ranked #67.

Summit Wealth & Retirement Planning first reported a position in WFC in Q4 2018 and has held it in 13 quarters since. The position peaked at $575K in Q4 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Summit Wealth & Retirement Planning held 5,336 shares of Wells Fargo worth $425K as of Q1 2026.
Summit Wealth & Retirement Planning sold 837 Wells Fargo shares in Q1 2026, an estimated $71.9K.
Wells Fargo made up 0.1% of Summit Wealth & Retirement Planning's portfolio in Q1 2026, its #67 holding.
Summit Wealth & Retirement Planning first reported a position in Wells Fargo in Q4 2018 and has held it in 13 quarters since.
Summit Wealth & Retirement Planning's Wells Fargo position peaked at $575K in Q4 2025.
2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q1 2026, filed 11 May 2026.