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Wells Fargo & Company shares owned by Summit Investment Advisors

Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Summit Investment Advisors from 13F filings

Historical chart of Summit Investment Advisors investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

All positions including Wells Fargo & Company held by Summit Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wells Fargo & Company by Summit Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.6M 97k 57.96
2023-12-31 $4.4M 89k 49.22
2023-09-30 $3.8M 94k 40.86
2023-06-30 $4.4M 102k 42.68
2023-03-31 $4.9M 131k 37.38
2022-12-31 $5.4M 130k 41.29
2022-09-30 $5.3M 132k 40.22
2022-06-30 $5.1M 132k 39.17
2022-03-31 $6.4M 133k 48.45
2021-12-31 $6.4M 134k 47.83
2021-09-30 $6.3M 135k 46.40
2021-06-30 $6.1M 135k 45.28
2021-03-31 $5.3M 135k 39.06
2020-12-31 $4.1M 137k 30.17
2020-09-30 $3.3M 139k 23.41
2020-06-30 $3.5M 136k 25.60
2020-03-31 $1.9M 65k 28.70
2019-12-31 $3.6M 67k 53.80
2019-09-30 $3.5M 70k 50.44
2019-06-30 $3.4M 73k 47.31
2019-03-31 $3.6M 75k 48.32
2018-12-31 $3.6M 78k 46.07
2018-09-30 $4.3M 82k 52.56
2018-06-30 $4.7M 85k 55.39
2018-03-31 $4.9M 93k 52.17
2017-12-31 $373k 98k 3.80
2017-09-30 $5.7M 104k 54.89
2017-06-30 $5.7M 104k 54.89
2017-03-31 $5.9M 106k 55.43
2016-12-31 $6.0M 110k 55.11
2016-09-30 $6.1M 138k 44.28
2016-06-30 $6.9M 147k 47.33
2016-03-31 $6.6M 136k 48.36
2015-12-31 $7.4M 136k 54.36
2015-09-30 $4.6M 89k 51.35
2015-06-30 $7.2M 129k 56.23
2015-03-31 $7.4M 137k 54.39
2014-12-31 $6.4M 117k 54.82
2014-09-30 $5.0M 97k 51.90
2014-06-30 $5.4M 103k 52.61
2014-03-31 $5.2M 103k 49.79
2013-12-31 $5.0M 109k 45.44
2013-09-30 $6.2M 150k 41.31
2013-06-30 $2.0M 48k 41.27