Wells Fargo & Company
PE ˙ BVL ˙ US9497461015
DIESES SYMBOL IST NICHT MEHR AKTIV
SecurityPE:WFC / Wells Fargo & Company
InstitutionBrookmont Capital Management
Latest Disclosed Ownership48,934 shares
Latest Disclosed Value $ 3,895,628
Brookmont Capital Management reports 5.46% increase in ownership of WFC / Wells Fargo & Company

On May 15, 2026 - Brookmont Capital Management filed a 13F-HR form disclosing ownership of 48,934 shares of Wells Fargo & Company (PE:WFC) valued at $3,895,628 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 46,402 shares of Wells Fargo & Company. This represents a change in shares of 5.46% 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 48,934 2,532 5.46 3,896 -9.92 2.1815
2026-02-10 2025-12-31 13F WELLS FARGO CO COM 949746101 46,402 -229 -0.49 4,325 10.64 2.5022
2025-11-10 2025-09-30 13F WELLS FARGO CO COM 949746101 46,631 -2,491 -5.07 3,909 -0.69 2.1729
2025-07-18 2025-06-30 13F WELLS FARGO CO COM 949746101 49,122 -20,146 -29.08 3,936 -20.86 2.2562
2025-05-12 2025-03-31 13F WELLS FARGO CO COM 949746101 69,268 -8,462 -10.89 4,973 -8.92 2.8057
2025-01-16 2024-12-31 13F WELLS FARGO CO COM 949746101 77,730 -8,954 -10.33 5,460 11.50 2.9182
2024-10-16 2024-09-30 13F WELLS FARGO CO COM 949746101 86,684 -3,168 -3.53 4,897 -8.25 2.5181
2024-07-17 2024-06-30 13F WELLS FARGO CO COM 949746101 89,852 -2,524 -2.73 5,336 -0.34 2.9185
2024-04-16 2024-03-31 13F WELLS FARGO CO COM 949746101 92,376 349 0.38 5,354 18.22 2.8155
2024-01-18 2023-12-31 13F WELLS FARGO CO COM 949746101 92,027 -2,448 -2.59 4,530 17.33 2.5360
2023-10-12 2023-09-30 13F WELLS FARGO CO COM 949746101 94,475 -575 -0.60 3,860 -4.83 2.4070
2023-07-13 2023-06-30 13F WELLS FARGO CO COM 949746101 95,050 18 0.02 4,057 14.19 2.4454
2023-04-11 2023-03-31 13F WELLS FARGO CO COM 949746101 95,032 480 0.51 3,552 -9.02 2.2346
2023-02-07 2022-12-31 13F WELLS FARGO CO COM 949746101 94,552 -3,552 -3.62 3,904 -1.06 2.3979
2022-10-12 2022-09-30 13F WELLS FARGO CO COM 949746101 98,104 5,750 6.23 3,946 9.07 2.7403
2022-08-15 2022-06-30 13F WELLS FARGO CO COM 949746101 92,354 -1,174 -1.26 3,618 -20.17 2.4916
2022-05-09 2022-03-31 13F WELLS FARGO CO COM 949746101 93,528 -719 -0.76 4,532 0.22 2.7214
2022-01-27 2021-12-31 13F WELLS FARGO CO COM 949746101 94,247 -3,906 -3.98 4,522 -0.72 2.3915
2021-11-15 2021-09-30 13F WELLS FARGO CO COM 949746101 98,153 -942 -0.95 4,555 1.49 2.6861
2021-07-19 2021-06-30 13F WELLS FARGO CO COM 949746101 99,095 -559 -0.56 4,488 15.28 2.7146
2021-04-15 2021-03-31 13F WELLS FARGO CO COM 949746101 99,654 37,293 59.80 3,893 106.85 2.5081
2021-02-04 2020-12-31 13F WELLS FARGO CO COM 949746101 62,361 -5,357 -7.91 1,882 18.22 1.3263
2020-10-16 2020-09-30 13F WELLS FARGO CO COM 949746101 67,718 895 1.34 1,592 -6.95 1.1832
2020-07-23 2020-06-30 13F WELLS FARGO CO COM 949746101 66,823 -19,550 -22.63 1,711 -30.98 1.3697
2020-04-28 2020-03-31 13F WELLS FARGO CO COM 949746101 86,373 2,780 3.33 2,479 -44.87 1.9970
2020-01-22 2019-12-31 13F WELLS FARGO CO COM 949746101 83,593 -7,195 -7.93 4,497 -1.79 2.6839
2019-11-07 2019-09-30 13F WELLS FARGO CO COM 949746101 90,788 11,107 13.94 4,579 21.43 2.6125
2019-07-18 2019-06-30 13F WELLS FARGO CO COM 949746101 79,681 638 0.81 3,771 -1.26 2.2673
2019-04-16 2019-03-31 13F WELLS FARGO CO COM 949746101 79,043 172 0.22 3,819 5.09 2.3512
2019-02-12 2018-12-31 13F WELLS FARGO CO COM 949746101 78,871 8,667 12.35 3,634 -1.52 2.4734
2018-11-08 2018-09-30 13F WELLS FARGO CO COM 949746101 70,204 167 0.24 3,690 -4.97 2.1994
2018-07-19 2018-06-30 13F WELLS FARGO CO COM 949746101 70,037 2,041 3.00 3,883 8.95 2.4428
2018-05-14 2018-03-31 13F WELLS FARGO CO COM 949746101 67,996 -69,441 -50.53 3,564 -57.26 2.3580
2018-02-12 2017-12-31 13F WELLS FARGO CO COM 949746101 137,437 51,397 59.74 8,338 75.72 3.5946
2017-11-13 2017-09-30 13F WELLS FARGO CO COM 949746101 86,040 -83,770 -49.33 4,745 -49.57 2.5982
2017-08-11 2017-06-30 13F WELLS FARGO CO COM 949746101 169,810 -3,291 -1.90 9,409 -2.35 3.5485
2017-05-12 2017-03-31 13F WELLS FARGO & CO COM 949746101 173,101 -145 -0.08 9,635 0.91 3.5633
2017-02-13 2016-12-31 13F WELLS FARGO & CO COM 949746101 173,246 -15,350 -8.14 9,548 14.33 3.7617
2016-11-10 2016-09-30 13F WELLS FARGO & CO COM 949746101 188,596 3,552 1.92 8,351 -4.65 3.1126
2016-08-08 2016-06-30 13F WELLS FARGO & CO COM 949746101 185,044 -25,731 -12.21 8,758 -14.08 3.1902
2016-05-12 2016-03-31 13F WELLS FARGO & CO COM 949746101 210,775 -2,152 -1.01 10,193 -11.94 3.2649
2016-02-02 2015-12-31 13F WELLS FARGO & CO COM 949746101 212,927 -22,033 -9.38 11,575 -4.06 3.2892
2015-11-06 2015-09-30 13F WELLS FARGO & CO COM 949746101 234,960 3,129 1.35 12,065 -7.46 3.4504
2015-07-21 2015-06-30 13F WELLS FARGO & CO COM 949746101 231,831 43,190 22.90 13,038 27.05 3.3006
2015-05-05 2015-03-31 13F WELLS FARGO & CO COM 949746101 188,641 188,641 0.00 10,262 2.5701
2015-01-30 2014-12-31 13F WELLS FARGO & CO COM 949746101 0 -202,610 -100.00 0 -100.00
2014-10-17 2014-09-30 13F WELLS FARGO & CO COM 949746101 202,610 -6,623 -3.17 10,509 -4.44 2.6885
2014-08-08 2014-06-30 13F WELLS FARGO & CO COM 949746101 209,233 20,643 10.95 10,997 17.24 2.6500
2014-05-01 2014-03-31 13F WELLS FARGO & CO COM 949746101 188,590 -13,377 -6.62 9,380 2.30 2.5777
2014-02-03 2013-12-31 13F WELLS FARGO & CO COM 949746101 201,967 18,831 10.28 9,169 21.17 2.5293
2013-10-16 2013-09-30 13F WELLS FARGO & CO COM 949746101 183,136 31,801 21.01 7,567 21.15 2.4632
2013-07-17 2013-06-30 13F WELLS FARGO & CO COM 949746101 151,335 151,335 6,246 2.5877
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.