Wells Fargo
SUM

Wells Fargo’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

Wells Fargo’s Portfolio SUM Stock Details SUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-78,512
Closed -$64K – 7046
2020
Q2 		$64K Buy
+78,512
New +$1.13M ﹤0.01% 5408

Other funds holding SUM

SFCL
Strengthening Families & Communities LLC Boston, Massachusetts $401M AUM 33.17% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
WAM
WFA Asset Management Whitefish Bay, Wisconsin $184M AUM 12.29% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Wells Fargo's SUM Position: Q1 2025 in Review

Wells Fargo sold out of Summit Materials, Inc. Class A Common Stock (SUM) in Q1 2025, closing a stake of 265,051 shares — an estimated $13.4M sold.

Wells Fargo first reported a position in SUM in Q2 2015 and held it in 39 quarters. The position peaked at $19.6M in Q1 2024. 7 funds tracked by Wall St. Rank hold SUM as of Q1 2025.

  • Wells Fargo reported no remaining Summit Materials, Inc. Class A Common Stock position as of Q1 2025 after selling out during the quarter.
  • Wells Fargo sold 265,051 Summit Materials, Inc. Class A Common Stock shares in Q1 2025, an estimated $13.4M.
  • Wells Fargo first reported a position in Summit Materials, Inc. Class A Common Stock in Q2 2015 and held it in 39 quarters.
  • Wells Fargo's Summit Materials, Inc. Class A Common Stock position peaked at $19.6M in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Summit Materials, Inc. Class A Common Stock as of Q1 2025.

Based on Wells Fargo's 13F filing for Q1 2025, filed 13 May 2025.