SUMMIT WEALTH GROUP LLC / CO
Position in WFC — Wells Fargo & Company/Mn
CIK 2081278
COLORADO SPRINGS, CO
Position in WFC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$711,778
+$188,343 QoQ
Shares Held
8,613
+31.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#1,573
of 2,859 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026SUMMIT WEALTH GROUP LLC / CO holds $4,063,745 across 6 Banks - Diversified names. WFC ranks #2 (17.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
5,743 | $1,879,856 | |
| 2 | WFC |
Wells Fargo & Company/Mn
This page
|
8,613 | $711,778 | |
| 3 | BAC |
Bank Of America Corp /De/
|
7,976 | $454,472 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
2,866 | $414,452 | |
| 5 | C |
Citigroup Inc
|
2,743 | $383,910 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
2,306 | $219,277 |
All Filings in WFC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $711,778 | 8,613 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $523,435 | 6,575 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $468,423 | 5,026 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $401,162 | 4,786 | Shares | Sole | 2026-02-05 | |
| 2025-06-30 | $366,869 | 4,579 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||