Wells Fargo & Company
MX ˙ BMV ˙ US9497461015
SecurityMX:WFC / Wells Fargo & Company
InstitutionPointe Capital Management LLC
Latest Disclosed Ownership10,967 shares
Latest Disclosed Value $ 873,083
Pointe Capital Management LLC reports 4.07% decrease in ownership of WFC / Wells Fargo & Company

On May 15, 2026 - Pointe Capital Management LLC filed a 13F-HR form disclosing ownership of 10,967 shares of Wells Fargo & Company (MX:WFC) valued at $873,083 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 14, 2026 disclosing 11,432 shares of Wells Fargo & Company. This represents a change in shares of -4.07% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F WELLS FARGO COM 949746101 10,967 -465 -4.07 873 -18.03 0.4324
2026-02-14 2025-12-31 13F WELLS FARGO & CO COM COM 949746101 11,432 -1,099 -8.77 1,065 1.43 0.5285
2025-11-24 2025-09-30 13F WELLS FARGO CO NEW COM Stock 949746101 12,531 0 0.00 1,050 4.69 0.5135
2025-08-05 2025-06-30 13F WELLS FARGO CO NEW COM Stock 949746101 12,531 71 0.57 1,004 12.19 0.5213
2025-05-01 2025-03-31 13F WELLS FARGO CO NEW COM Stock 949746101 12,460 0 0.00 895 2.17 0.5234
2025-02-05 2024-12-31 13F/A-1 WELLS FARGO CO NEW COM Stock 949746101 12,460 164 1.33 875 26.08 0.5028
2025-02-05 2024-12-31 13F WELLS FARGO CO NEW COM Stock 949746101 12,460 164 875 0.5028
2024-10-24 2024-09-30 13F WELLS FARGO CO NEW COM Stock 949746101 12,296 -1,600 -11.51 695 -15.88 0.4053
2024-07-12 2024-06-30 13F WELLS FARGO CO NEW COM Stock 949746101 13,896 50 0.36 825 2.87 0.5121
2024-05-07 2024-03-31 13F WELLS FARGO CO NEW COM Stock 949746101 13,846 0 0.00 803 17.77 0.4909
2024-02-06 2023-12-31 13F WELLS FARGO CO NEW COM Stock 949746101 13,846 131 0.96 682 21.61 0.4736
2023-11-07 2023-09-30 13F WELLS FARGO CO NEW COM Stock 949746101 13,715 3,230 30.81 560 25.28 0.4140
2023-08-14 2023-06-30 13F WELLS FARGO CO NEW COM Stock 949746101 10,485 -385 -3.54 448 10.10 0.3380
2023-05-15 2023-03-31 13F WELLS FARGO CO NEW COM Stock 949746101 10,870 -47 -0.43 406 0.2922
2023-02-13 2022-12-31 13F WELLS FARGO CO NEW COM Stock 949746101 10,917 0 0.00 0 -100.00 0.3461
2022-11-14 2022-09-30 13F WELLS FARGO CO NEW COM Stock 949746101 10,917 -103 -0.93 439 1.62 0.3509
2022-08-26 2022-06-30 13F/A-1 WELLS FARGO CO NEW COM Stock 949746101 11,020 0 0.00 432 -19.10 0.3220
2022-08-05 2022-06-30 13F WELLS FARGO CO NEW COM Stock 949746101 11,020 0 534 0.3412
2022-05-13 2022-03-31 13F WELLS FARGO CO NEW COM Stock 949746101 11,020 6,709 155.63 534 157.97 0.3412
2022-02-11 2021-12-31 13F WELLS FARGO CO NEW COM Stock 949746101 4,311 4,311 207 0.1261
2020-08-13 2020-06-30 13F WELLS FARGO CO NEW COM Stock 949746101 0 -11,376 -100.00 0 -100.00
2020-05-11 2020-03-31 13F WELLS FARGO CO NEW COM Stock 949746101 11,376 0 0.00 326 -46.73 0.3173
2020-02-04 2019-12-31 13F WELLS FARGO CO NEW COM Stock 949746101 11,376 0 0.00 612 6.62 0.5137
2019-11-13 2019-09-30 13F WELLS FARGO CO NEW COM Stock 949746101 11,376 -5,939 -34.30 574 -29.91 0.4862
2019-08-08 2019-06-30 13F WELLS FARGO CO NEW COM Stock 949746101 17,315 -243 -1.38 819 -3.42 0.6744
2019-05-13 2019-03-31 13F WELLS FARGO CO NEW COM Stock 949746101 17,558 -132 -0.75 848 4.05 0.7127
2019-02-06 2018-12-31 13F WELLS FARGO CO NEW COM Stock 949746101 17,690 -263 -1.46 815 -13.67 0.7929
2018-11-13 2018-09-30 13F WELLS FARGO CO NEW COM Stock 949746101 17,953 1,094 6.49 944 0.96 0.7443
2018-08-10 2018-06-30 13F WELLS FARGO CO NEW COM Stock 949746101 16,859 42 0.25 935 6.13 0.8028
2018-05-10 2018-03-31 13F WELLS FARGO CO NEW COM COM 949746101 16,817 -555 -3.19 881 -16.41 0.7596
2018-01-12 2017-12-31 13F WELLS FARGO CO NEW COM Stock 949746101 17,372 -535 -2.99 1,054 6.68 0.8431
2017-10-16 2017-09-30 13F WELLS FARGO CO NEW COM Stock 949746101 17,907 112 0.63 988 0.20 0.7280
2017-08-01 2017-06-30 13F WELLS FARGO CO NEW COM Stock 949746101 17,795 -1,186 -6.25 986 -6.63 0.7073
2017-05-25 2017-03-31 13F WELLS FARGO CO NEW COM Stock 949746101 18,981 -772 -3.91 1,056 20.69 0.8059
2016-11-02 2016-09-30 13F WELLS FARGO & CO NEW COM Stock 949746101 19,753 -351 -1.75 875 -8.09 0.6363
2016-07-26 2016-06-30 13F WELLS FARGO & CO NEW COM Stock 949746101 20,104 -701 -3.37 952 -5.37 0.6930
2016-04-29 2016-03-31 13F WELLS FARGO & CO NEW COM COM 949746101 20,805 87 0.42 1,006 -10.66 0.7944
2016-02-05 2015-12-31 13F WELLS FARGO & CO NEW COM Stock 949746101 20,718 1,917 10.20 1,126 16.68 0.8157
2015-10-22 2015-09-30 13F WELLS FARGO & CO NEW COM Stock 949746101 18,801 -187 -0.98 965 -9.64 0.5890
2015-08-05 2015-06-30 13F WELLS FARGO & CO NEW COM Stock 949746101 18,988 3,230 20.50 1,068 24.62 0.4808
2015-08-04 2015-03-31 13F WELLS FARGO & CO NEW COM Stock 949746101 15,758 15,758 857 0.4005
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.