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Wells Fargo & Company shares owned by Summit Global Investments

Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Summit Global Investments from 13F filings

Historical chart of Summit Global Investments investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

All positions including Wells Fargo & Company held by Summit Global Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wells Fargo & Company by Summit Global Investments

Quarter filed Position value Share count Share price at filing
2024-09-30 $318k 5.6k 56.48
2024-06-30 $339k 5.7k 59.34
2024-03-31 $338k 5.8k 58.03
2023-12-31 $297k 6.0k 49.20
2023-09-30 $235k 5.8k 40.85
2023-06-30 $231k 5.4k 42.70
2023-03-31 $202k 5.4k 37.34
2022-12-31 $223k 5.4k 41.22
2022-09-30 $220k 5.5k 40.13
2022-06-30 $215k 5.5k 39.22
2022-03-31 $266k 5.5k 48.53
2021-12-31 $263k 5.5k 47.98
2021-09-30 $251k 5.4k 46.40
2021-06-30 $243k 5.4k 45.29
2021-03-31 $214k 5.5k 39.15