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Summa Corp.

SEC CIK
0001954929
Latest filing
Aug 6, 2026

WFC holding history

Wells Fargo & Company in every 13F filed by Summa Corp., 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)
6,500
Value
$537.2K
% of portfolio
0.2%
Quarters held
11
Since Q4 2023
Holdings of WFC by Summa Corp., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,500$537.2K0.2%00.0%UnchangedHolders
Q1 20266,500$517.5K0.2%−335−4.9%ReducedHolders
Q4 20256,835$637.0K0.3%+6+0.1%AddedHolders
Q3 20256,829$572.4K0.3%−2,197−24.3%ReducedHolders
Q2 20259,026$723.2K0.4%+20.0%AddedHolders
Q1 20259,024$647.8K0.4%+324+3.7%AddedHolders
Q4 20248,700$611.1K0.3%00.0%UnchangedHolders
Q3 20248,700$491.5K0.2%00.0%UnchangedHolders
Q2 20248,700$516.7K0.3%00.0%UnchangedHolders
Q1 20248,700$504.3K0.3%00.0%UnchangedHolders
Q4 20238,700$428.2K0.3%–No prior filingHolders