Wells Fargo & Company shares owned by Summit Financial
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Summit Financial
from 13F filings
Historical chart of Summit Financial investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Summit Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $14M | 154k | 93.20 |
| 2025-09-30 | $4.3M | 52k | 83.82 |
| 2025-06-30 | $3.1M | 39k | 80.12 |
| 2025-03-31 | $1.8M | 25k | 71.79 |
| 2024-12-31 | $1.7M | 24k | 70.24 |
| 2024-09-30 | $1.3M | 23k | 56.49 |
| 2024-06-30 | $1.4M | 23k | 59.39 |
| 2024-03-31 | $510k | 8.8k | 57.96 |
| 2023-12-31 | $539k | 11k | 49.22 |
| 2023-09-30 | $447k | 11k | 40.86 |
| 2023-06-30 | $272k | 6.4k | 42.68 |
| 2023-03-31 | $296k | 7.9k | 37.38 |
| 2022-12-31 | $322k | 7.8k | 41.29 |
| 2022-09-30 | $450k | 11k | 40.22 |
| 2022-06-30 | $299k | 7.6k | 39.17 |
| 2022-03-31 | $440k | 9.1k | 48.46 |
| 2021-12-31 | $340k | 7.1k | 47.98 |
| 2021-09-30 | $258k | 5.6k | 46.41 |