Position in WFC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,147,539
+$24,481 QoQ
Shares Held
13,886
-1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,281
of 2,853 holders
Holding Since
Mar 2021
20 quarters on record
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Summit Global Investments holds $21,855,736 across 13 Banks - Diversified names. WFC ranks #6 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
16,542 | $5,414,692 | |
| 2 | C |
Citigroup Inc
|
28,065 | $3,927,977 | |
| 3 | BAC |
Bank Of America Corp /De/
|
67,455 | $3,843,585 | |
| 4 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
78,692 | $1,972,021 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
10,986 | $1,588,685 | |
| 6 | WFC |
Wells Fargo & Company/Mn
This page
|
13,886 | $1,147,539 | |
| 7 | RY |
Royal Bank Of Canada
|
4,409 | $912,530 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
7,323 | $696,344 |
All Filings in WFC
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,147,539 | 13,886 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,123,058 | 14,107 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,313,747 | 14,096 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $4,528,543 | 54,027 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $4,415,333 | 55,109 | Shares | Sole | 2025-08-12 | |
| 2024-09-30 | $318,038 | 5,630 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $339,295 | 5,713 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $337,617 | 5,825 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $297,091 | 6,036 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $235,067 | 5,753 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $230,898 | 5,410 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $202,225 | 5,410 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $223,378 | 5,410 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $220,486 | 5,482 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $214,729 | 5,482 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $265,609 | 5,481 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $262,978 | 5,481 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $251,078 | 5,410 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $243,026 | 5,366 | Shares | Sole | 2022-01-28 | |
| 2021-03-31 | $213,556 | 5,466 | Shares | Sole | 2022-01-27 | |
| No filing history on record for this holder in this stock. | ||||||