Position in WFC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$9,839,448
+$856,973 QoQ
Shares Held
119,064
+5.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#506
of 2,853 holders
Holding Since
Sep 2021
20 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, 2026Summit Financial, LLC holds $102,191,237 across 9 Banks - Diversified names. WFC ranks #4 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
174,535 | $57,130,541 | |
| 2 | BAC |
Bank Of America Corp /De/
|
306,121 | $17,442,774 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
69,336 | $10,026,678 | |
| 4 | WFC |
Wells Fargo & Company/Mn
This page
|
119,064 | $9,839,448 | |
| 5 | C |
Citigroup Inc
|
29,121 | $4,075,775 | |
| 6 | RY |
Royal Bank Of Canada
|
9,690 | $2,005,539 | |
| 7 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
48,673 | $1,147,709 | |
| 8 | TD |
Toronto Dominion Bank
|
2,346 | $284,874 |
All Filings in WFC
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,839,448 | 119,064 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $8,982,475 | 112,831 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $14,307,691 | 153,516 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,315,053 | 51,480 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,119,151 | 38,931 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,808,677 | 25,194 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,687,796 | 24,029 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,285,373 | 22,754 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,351,953 | 22,764 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $509,700 | 8,794 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $538,959 | 10,950 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $447,008 | 10,940 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $272,042 | 6,374 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $296,273 | 7,926 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $322,103 | 7,801 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $449,740 | 11,182 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $298,788 | 7,628 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $439,822 | 9,076 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $339,746 | 7,081 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $257,807 | 5,555 | Shares | Sole | 2021-11-08 | |
| No filing history on record for this holder in this stock. | ||||||