Wells Fargo & Company shares owned by Summit Investment Advisors
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Summit Investment Advisors
from 13F filings
Historical chart of Summit Investment Advisors investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Summit Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.1M | 73k | 83.82 |
| 2025-06-30 | $6.2M | 77k | 80.12 |
| 2025-03-31 | $5.6M | 77k | 71.79 |
| 2024-12-31 | $6.1M | 88k | 70.24 |
| 2024-09-30 | $5.1M | 90k | 56.49 |
| 2024-06-30 | $5.7M | 95k | 59.39 |
| 2024-03-31 | $5.6M | 97k | 57.96 |
| 2023-12-31 | $4.4M | 89k | 49.22 |
| 2023-09-30 | $3.8M | 94k | 40.86 |
| 2023-06-30 | $4.4M | 102k | 42.68 |
| 2023-03-31 | $4.9M | 131k | 37.38 |
| 2022-12-31 | $5.4M | 130k | 41.29 |
| 2022-09-30 | $5.3M | 132k | 40.22 |
| 2022-06-30 | $5.1M | 132k | 39.17 |
| 2022-03-31 | $6.4M | 133k | 48.45 |
| 2021-12-31 | $6.4M | 134k | 47.83 |
| 2021-09-30 | $6.3M | 135k | 46.40 |
| 2021-06-30 | $6.1M | 135k | 45.28 |
| 2021-03-31 | $5.3M | 135k | 39.06 |
| 2020-12-31 | $4.1M | 137k | 30.17 |
| 2020-09-30 | $3.3M | 139k | 23.41 |
| 2020-06-30 | $3.5M | 136k | 25.60 |
| 2020-03-31 | $1.9M | 65k | 28.70 |
| 2019-12-31 | $3.6M | 67k | 53.80 |
| 2019-09-30 | $3.5M | 70k | 50.44 |
| 2019-06-30 | $3.4M | 73k | 47.31 |
| 2019-03-31 | $3.6M | 75k | 48.32 |
| 2018-12-31 | $3.6M | 78k | 46.07 |
| 2018-09-30 | $4.3M | 82k | 52.56 |
| 2018-06-30 | $4.7M | 85k | 55.39 |
| 2018-03-31 | $4.9M | 93k | 52.17 |
| 2017-12-31 | $373k | 98k | 3.80 |
| 2017-09-30 | $5.7M | 104k | 54.89 |
| 2017-06-30 | $5.7M | 104k | 54.89 |
| 2017-03-31 | $5.9M | 106k | 55.43 |
| 2016-12-31 | $6.0M | 110k | 55.11 |
| 2016-09-30 | $6.1M | 138k | 44.02 |
| 2016-06-30 | $6.9M | 147k | 47.33 |
| 2016-03-31 | $6.6M | 136k | 48.36 |
| 2015-12-31 | $7.4M | 136k | 54.36 |
| 2015-09-30 | $4.6M | 89k | 51.35 |
| 2015-06-30 | $7.2M | 129k | 56.23 |
| 2015-03-31 | $7.4M | 137k | 54.39 |
| 2014-12-31 | $6.4M | 117k | 54.82 |
| 2014-09-30 | $5.0M | 97k | 51.90 |
| 2014-06-30 | $5.4M | 103k | 52.61 |
| 2014-03-31 | $5.2M | 103k | 49.79 |
| 2013-12-31 | $5.0M | 109k | 45.44 |
| 2013-09-30 | $6.2M | 150k | 41.31 |
| 2013-06-30 | $2.0M | 48k | 41.27 |
More positions owned by Summit Investment Advisors
View all positions for Summit Investment Advisors