Position in WFC
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$72,180,503
+$1,798,656 QoQ
Shares Held
873,433
-1.2% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
2.73%
of 13F equity value
Holder Rank
#200
of 2,859 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026SUMMITRY LLC holds $102,453,426 across 6 Banks - Diversified names. WFC ranks #1 (70.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WFC |
Wells Fargo & Company/Mn
This page
|
873,433 | $72,180,503 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
84,829 | $27,767,076 | |
| 3 | BAC |
Bank Of America Corp /De/
|
16,625 | $947,292 | |
| 4 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
29,836 | $747,690 | |
| 5 | C |
Citigroup Inc
|
3,226 | $451,510 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
2,485 | $359,355 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $72,180,503 | 873,433 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $70,381,847 | 884,083 | Shares | Sole | 2026-05-22 | |
| 2025-12-31 | $84,498,009 | 906,631 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $76,028,176 | 907,041 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $72,211,274 | 901,289 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $64,184,710 | 894,062 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $64,197,814 | 913,978 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $52,357,869 | 926,852 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $54,137,310 | 911,556 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $52,752,062 | 910,146 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $44,262,364 | 899,276 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $36,222,553 | 886,504 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $36,357,811 | 851,870 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $30,381,865 | 812,784 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $33,132,623 | 802,437 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $31,933,433 | 793,969 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $30,481,584 | 778,187 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $38,176,061 | 787,785 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $61,131,413 | 1,274,102 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $58,372,084 | 1,257,748 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $68,156,422 | 1,504,889 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $61,960,995 | 1,585,897 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $49,425,786 | 1,637,700 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $39,481,118 | 1,679,333 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $27,059,558 | 1,057,014 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $44,232,669 | 1,541,208 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||