A detailed history of Summit Global Investments transactions in Wells Fargo & Company stock. As of the latest transaction made, Summit Global Investments holds 54,027 shares of WFC stock, worth $4.51 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
54,027
Previous 55,109 1.96%
Holding current value
$4.51 Million
Previous $4.42 Million 2.58%
% of portfolio
0.26%
Previous 0.26%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025

SELL
$77.05 - $85.16 $83,368 - $92,143
-1,082 Reduced 1.96%
54,027 $4.53 Million
Q2 2025

Aug 12, 2025

BUY
$60.98 - $80.12 $3.36 Million - $4.42 Million
55,109 New
55,109 $4.42 Million
Q3 2024

Oct 31, 2024

SELL
$51.58 - $60.97 $4,281 - $5,060
-83 Reduced 1.45%
5,630 $318,000
Q2 2024

Jul 22, 2024

SELL
$56.41 - $62.34 $6,317 - $6,982
-112 Reduced 1.92%
5,713 $339,000
Q1 2024

Apr 29, 2024

SELL
$46.44 - $57.96 $9,798 - $12,229
-211 Reduced 3.5%
5,825 $338,000
Q4 2023

Feb 06, 2024

BUY
$38.67 - $50.51 $10,943 - $14,294
283 Added 4.92%
6,036 $297,000
Q3 2023

Oct 13, 2023

BUY
$40.43 - $47.13 $13,867 - $16,165
343 Added 6.34%
5,753 $235,000
Q4 2022

Jan 31, 2023

SELL
$40.23 - $47.95 $2,896 - $3,452
-72 Reduced 1.31%
5,410 $223,000
Q2 2022

Aug 23, 2022

BUY
$37.43 - $49.33 $37 - $49
1 Added 0.02%
5,482 $215,000
Q4 2021

Feb 14, 2022

BUY
$45.31 - $52.0 $3,217 - $3,692
71 Added 1.31%
5,481 $263,000
Q3 2021

Nov 08, 2021

BUY
$42.32 - $51.15 $1,862 - $2,250
44 Added 0.82%
5,410 $251,000
Q2 2021

Jan 28, 2022

SELL
$39.48 - $47.9 $3,947 - $4,790
-100 Reduced 1.83%
5,366 $243,000
Q1 2021

Jan 27, 2022

BUY
$29.7 - $40.81 $162,340 - $223,067
5,466 New
5,466 $214,000

Others Institutions Holding WFC

About WELLS FARGO & COMPANY


  • Ticker WFC
  • Exchange OTC
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 3,795,440,128
  • Market Cap $317B
  • Description
  • Wells Fargo & Company, a diversified financial services company, provides banking, investment, mortgage, and consumer and commercial finance products and services in the United States and internationally. It operates through four segments: Consumer Banking and Lending; Commercial Banking; Corporate and Investment Banking; and Wealth and Inve...
More about WFC
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