SIERRA SUMMIT ADVISORS LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 2012614
INCLINE VILLAGE, NV
Position in WFC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,699,435
-$2,400,301 QoQ
Shares Held
32,665
-49.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#884
of 2,858 holders
Holding Since
Dec 2023
11 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, 2026SIERRA SUMMIT ADVISORS LLC holds $30,546,395 across 4 Banks - Diversified names. WFC ranks #4 (8.8% of the industry book) .
All Filings in WFC
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,699,435 | 32,665 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $5,099,736 | 64,059 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $479,793 | 5,148 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $431,505 | 5,148 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $412,457 | 5,148 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $369,574 | 5,148 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $370,024 | 5,268 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $297,589 | 5,268 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $439,545 | 7,401 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $401,894 | 6,934 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $597,235 | 12,134 | Shares | Sole | 2024-02-22 | |
| No filing history on record for this holder in this stock. | ||||||