Wells Fargo & Company shares owned by Summit Financial Wealth Advisors
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Summit Financial Wealth Advisors
from 13F filings
Historical chart of Summit Financial Wealth Advisors investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Summit Financial Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $232k | 2.8k | 82.64 |
| 2018-03-31 | $218k | 4.2k | 52.39 |
| 2017-12-31 | $1.9M | 32k | 60.65 |
| 2017-09-30 | $1.4M | 26k | 55.15 |
| 2017-06-30 | $1.6M | 29k | 55.42 |
| 2017-03-31 | $1.2M | 21k | 55.66 |
| 2016-12-31 | $1.1M | 21k | 55.09 |
| 2016-09-30 | $1.7M | 38k | 44.29 |
| 2016-06-30 | $1.1M | 24k | 47.34 |
| 2016-03-31 | $1.2M | 24k | 48.34 |
| 2015-12-31 | $1.3M | 24k | 54.36 |
| 2015-09-30 | $27k | 535 | 50.47 |
| 2015-06-30 | $43k | 765 | 56.21 |
| 2015-03-31 | $30k | 535 | 56.07 |
More positions owned by Summit Financial Wealth Advisors
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