Wells Fargo
SSBI icon

Wells Fargo’s Summit State Bank SSBI Stock Holding History

Wells Fargo’s Portfolio SSBI Stock Details SSBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Hold
0
– – – 7080
2025
Q4 		– Hold
0
– – – 7008
2025
Q3 		– Hold
0
– – – 6982
2025
Q2 		– Hold
0
– – – 7040
2025
Q1 		– Sell
-1
Closed -$8 – 7008
2024
Q4 		$9 Buy
+1
New +$7 ﹤0.01% 6838
2024
Q3 		– Hold
0
– – – 6883
2024
Q2 		– Sell
-39
Closed -$373 – 6848
2024
Q1 		$419 Buy
39
+2
+5% +$22 ﹤0.01% 6315
2023
Q4 		$456 Buy
37
+2
+6% +$27 ﹤0.01% 6406
2023
Q3 		$565 Hold
35
– – ﹤0.01% 6338
2023
Q2 		$522 Buy
35
+3
+9% +$44 ﹤0.01% 6479
2023
Q1 		$457 Hold
32
– – ﹤0.01% 6574
2022
Q4 		$506 Buy
32
+1
+3% +$16 ﹤0.01% 6383
2022
Q3 		$0 Sell
31
-6
-16% -$91 ﹤0.01% 7320
2022
Q2 		$1K Buy
37
+2
+6% +$32 ﹤0.01% 6599
2022
Q1 		$1K Hold
35
– – ﹤0.01% 6862
2021
Q4 		$1K Buy
35
+2
+6% +$33 ﹤0.01% 7073
2021
Q3 		$1K Sell
33
-3
-8% -$45 ﹤0.01% 6793
2021
Q2 		$0 Buy
36
+1
+3% +$14 ﹤0.01% 7406
2021
Q1 		$1K Buy
35
+1
+3% +$14 ﹤0.01% 6765
2020
Q4 		$0 Buy
34
+1
+3% +$11 ﹤0.01% 6992
2020
Q3 		$0 Buy
33
+1
+3% +$9 ﹤0.01% 6868
2020
Q2 		$0 Buy
32
+1
+3% +$8 ﹤0.01% 6788
2020
Q1 		$0 Buy
+31
New +$318 ﹤0.01% 6761
2019
Q4 		– Sell
-330
Closed -$3.73K – 6717
2019
Q3 		$4K Sell
330
-165
-33% -$1.79K ﹤0.01% 6116
2019
Q2 		$5K Sell
495
-55
-10% -$570 ﹤0.01% 6040
2019
Q1 		$6K Buy
550
+110
+25% +$1.2K ﹤0.01% 5718
2018
Q4 		$5K Hold
440
– – ﹤0.01% 6079
2018
Q3 		$6K Sell
440
-1
-0.2% -$14 ﹤0.01% 6092
2018
Q2 		$6K Sell
441
-20,201
-98% -$276K ﹤0.01% 6064
2018
Q1 		$253K Buy
20,642
+314
+2% +$3.77K ﹤0.01% 4852
2017
Q4 		$233K Buy
20,328
+324
+2% +$3.71K ﹤0.01% 4884
2017
Q3 		$226K Buy
20,004
+99
+0.5% +$1.15K ﹤0.01% 4865
2017
Q2 		$235K Buy
19,905
+98
+0.5% +$1.15K ﹤0.01% 4676
2017
Q1 		$235K Sell
19,807
-3,068
-13% -$36.3K ﹤0.01% 4716
2016
Q4 		$250K Sell
22,875
-12,714
-36% -$128K ﹤0.01% 4641
2016
Q3 		$351K Buy
35,589
+12,243
+52% +$121K ﹤0.01% 4152
2016
Q2 		$233K Buy
23,346
+20,595
+749% +$206K ﹤0.01% 4319
2016
Q1 		$27K Buy
2,751
+1
+0% +$10 ﹤0.01% 5430
2015
Q4 		$28K Sell
2,750
-1
-0% -$10 ﹤0.01% 5484
2015
Q3 		$26K Sell
2,751
-413
-13% -$4.01K ﹤0.01% 5463
2015
Q2 		$30K Hold
3,164
– – ﹤0.01% 5474
2015
Q1 		$30K Buy
3,164
+414
+15% +$4.02K ﹤0.01% 5225
2014
Q4 		$28K Sell
2,750
-1
-0% -$10 ﹤0.01% 5233
2014
Q3 		$26K Buy
2,751
+1
+0% +$9 ﹤0.01% 5189
2014
Q2 		$26K Hold
2,750
– – ﹤0.01% 5261
2014
Q1 		$22K Hold
2,750
– – ﹤0.01% 5195
2013
Q4 		$21K Sell
2,750
-1
-0% -$7 ﹤0.01% 5008
2013
Q3 		$19K Hold
2,751
– – ﹤0.01% 4967
2013
Q2 		$19K Buy
+2,751
New +$17.8K ﹤0.01% 4884

Other funds holding SSBI

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
CSC
Caldwell Sutter Capital Sausalito, California $246M AUM 23.62% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
SM
Salzhauer Michael $292M AUM 30% 1-Year Est. Return
DSC
Daytona Street Capital Saint Louis, Missouri $130M AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo's SSBI Position: Q1 2026 in Review

Wells Fargo held its Summit State Bank (SSBI) position steady in Q1 2026 at 0 shares worth $3. The position accounts for ﹤0.01% of the portfolio, ranked #7080.

Wells Fargo first reported a position in SSBI in Q2 2013 and has held it in 44 quarters since. The position peaked at $351K in Q3 2016. 25 funds tracked by Wall St. Rank hold SSBI as of Q1 2026.

  • Wells Fargo held 0 shares of Summit State Bank worth $3 as of Q1 2026.
  • Wells Fargo left its Summit State Bank share count unchanged in Q1 2026.
  • Summit State Bank made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #7080 holding.
  • Wells Fargo first reported a position in Summit State Bank in Q2 2013 and has held it in 44 quarters since.
  • Wells Fargo's Summit State Bank position peaked at $351K in Q3 2016.
  • 25 funds tracked by Wall St. Rank held Summit State Bank as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.