Summit Financial Wealth Advisors, LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1632283 Lafayette, LA

Position in WFC

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$231,639

New position

Shares Held

2,803

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#2,404

of 2,858 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Summit Financial Wealth Advisors, LLC holds $6,944,138 across 5 Banks - Diversified names. WFC ranks #5 (3.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	12,122	$3,967,894
2	BAC	Bank Of America Corp /De/	17,501	$997,206
3	C	Citigroup Inc	6,421	$898,683
4	BNY	Bank of New York Mellon Corp	5,869	$848,716
5	WFC	Wells Fargo & Company/Mn This page	2,803	$231,639

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$231,639	2,803	—	Shares	Sole	2026-07-15
No filing history on record for this holder in this stock.