Wells Fargo & Company shares owned by Summit Wealth Group Llc / Co
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Summit Wealth Group Llc / Co
from 13F filings
Historical chart of Summit Wealth Group Llc / Co investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Summit Wealth Group Llc / Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 31k | 40.86 |
| 2025-06-30 | $367k | 4.6k | 80.12 |
More positions owned by Summit Wealth Group Llc / Co
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