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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
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
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

SummitTX Capital's WFC Position: Q1 2026 in Review

SummitTX Capital opened a new position in Wells Fargo (WFC) in Q1 2026: 24,650 shares worth $1.96M. The stake represents 0.06% of the portfolio and ranks #308 among its holdings. This is a return to the name: SummitTX Capital previously reported a position in WFC as recently as Q3 2025.

SummitTX Capital first reported a position in WFC in Q1 2025 and has held it in 3 quarters since. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • SummitTX Capital held 24,650 shares of Wells Fargo worth $1.96M as of Q1 2026.
  • Wells Fargo was a new SummitTX Capital position in Q1 2026.
  • Wells Fargo made up 0.06% of SummitTX Capital's portfolio in Q1 2026, its #308 holding.
  • SummitTX Capital first reported a position in Wells Fargo in Q1 2025 and has held it in 3 quarters since.
  • 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on SummitTX Capital's 13F filing for Q1 2026, filed 15 May 2026.