SummitTX Capital’s Wells Fargo WFC Stock Holding History

SummitTX Capital’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	–	Sell	-24,650	Closed	-$1.96M	–	1041
2026 Q1	$1.96M	Buy	+24,650	New	+$2.12M	0.06%	308
2025 Q4	–	Sell	-3,275	Closed	-$275K	–	987
2025 Q3	$275K	Buy	+3,275	New	+$266K	0.01%	651
2025 Q2	–	Sell	-7,628	Closed	-$548K	–	1031
2025 Q1	$548K	Buy	+7,628	New	+$573K	0.02%	525

Other funds holding WFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SummitTX Capital's WFC Position: Q2 2026 in Review

SummitTX Capital sold out of Wells Fargo (WFC) in Q2 2026, closing a stake of 24,650 shares — an estimated $1.96M sold.

SummitTX Capital first reported a position in WFC in Q1 2025 and held it in 3 quarters. The position peaked at $1.96M in Q1 2026. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

SummitTX Capital reported no remaining Wells Fargo position as of Q2 2026 after selling out during the quarter.
SummitTX Capital sold 24,650 Wells Fargo shares in Q2 2026, an estimated $1.96M.
SummitTX Capital first reported a position in Wells Fargo in Q1 2025 and held it in 3 quarters.
SummitTX Capital's Wells Fargo position peaked at $1.96M in Q1 2026.
2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on SummitTX Capital's 13F filing for Q2 2026, filed 14 Aug 2026.