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Livermore
Livermore
ZHEN

Summitry LLC

SEC CIK
0001280043
Latest filing
Jul 21, 2026

WFC holding history

Wells Fargo & Company in every 13F filed by Summitry LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WFC overviewAll 13F holders of WFCFull Q2 2026 holdings

Shares (Q2 2026)
873,433
Value
$72.2M
% of portfolio
2.4%
Quarters held
22
Since Q1 2021
Holdings of WFC by Summitry LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026873,433$72.2M2.4%−10,650−1.2%ReducedHolders
Q1 2026884,083$70.4M2.5%−22,548−2.5%ReducedHolders
Q4 2025906,631$84.5M3.5%−4100.0%ReducedHolders
Q3 2025907,041$76.0M3.2%+5,752+0.6%AddedHolders
Q2 2025901,289$72.2M3.3%+7,227+0.8%AddedHolders
Q1 2025894,062$64.2M3.2%−19,916−2.2%ReducedHolders
Q4 2024913,978$64.2M3.1%−12,874−1.4%ReducedHolders
Q3 2024926,852$52.4M2.5%+15,296+1.7%AddedHolders
Q2 2024911,556$54.1M2.8%+1,410+0.2%AddedHolders
Q1 2024910,146$52.8M2.8%+10,870+1.2%AddedHolders
Q4 2023899,276$44.3M2.6%+12,772+1.4%AddedHolders
Q3 2023886,504$36.2M2.4%+34,634+4.1%AddedHolders
Q2 2023851,870$36.4M2.3%+39,086+4.8%AddedHolders
Q1 2023812,784$30.4M2.0%+10,347+1.3%AddedHolders
Q4 2022802,437$33.1M2.4%+8,468+1.1%AddedHolders
Q3 2022793,969$31.9M2.4%+15,782+2.0%AddedHolders
Q2 2022778,187$30.5M2.2%−9,598−1.2%ReducedHolders
Q1 2022787,785$38.2M2.3%−486,317−38.2%ReducedHolders
Q4 20211,274,102$61.1M3.6%+16,354+1.3%AddedHolders
Q3 20211,257,748$58.4M3.6%−247,141−16.4%ReducedHolders
Q2 20211,504,889$68.2M4.2%−81,008−5.1%ReducedHolders
Q1 20211,585,897$62.0M4.0%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.