Ownership history in SUMMITRY LLC · 79 quarters on record
This page tracks every 13F SEC filing in which SUMMITRY LLC reported a position in WELLS FARGO & CO NEW COM (WFC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 906,631 | -410 | -0.0% | 3.52% | $84.5M | $92.74 |
| 2025 Q3 | ADDED | 907,041 | +5,752 | +0.6% | 3.21% | $76.0M | $82.97 |
| 2025 Q2 | ADDED | 901,289 | +7,227 | +0.8% | 3.27% | $72.2M | $78.85 |
| 2025 Q1 | REDUCED | 894,062 | -19,916 | -2.2% | 3.24% | $64.2M | $70.26 |
As of 2025 Q4 — sorted by position size