Wells Fargo & Company
PE ˙ BVL ˙ US9497461015
DIESES SYMBOL IST NICHT MEHR AKTIV
SecurityPE:WFC / Wells Fargo & Company
InstitutionChicago Partners Investment Group LLC
Latest Disclosed Ownership40,428 shares
Latest Disclosed Value $ 3,257,722
Chicago Partners Investment Group LLC reports 11.08% increase in ownership of WFC / Wells Fargo & Company

On May 4, 2026 - Chicago Partners Investment Group LLC filed a 13F-HR form disclosing ownership of 40,428 shares of Wells Fargo & Company (PE:WFC) valued at $3,257,722 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 36,397 shares of Wells Fargo & Company. This represents a change in shares of 11.08% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-04 2026-03-31 13F WELLS FARGO COM 949746101 40,428 4,031 11.08 3,258 2.91 0.0726
2026-01-28 2025-12-31 13F WELLS FARGO CO COM 949746101 36,397 1,110 3.15 3,165 3.23 0.0780
2025-10-30 2025-09-30 13F WELLS FARGO CO COM 949746101 35,287 526 1.51 3,066 5.40 0.0802
2025-07-29 2025-06-30 13F WELLS FARGO CO COM 949746101 34,761 632 1.85 2,910 16.50 0.0839
2025-05-09 2025-03-31 13F WELLS FARGO CO COM 949746101 34,129 2,066 6.44 2,498 8.85 0.0830
2025-01-24 2024-12-31 13F WELLS FARGO CO COM 949746101 32,063 309 0.97 2,295 11.90 0.0763
2024-10-29 2024-09-30 13F WELLS FARGO CO COM 949746101 31,754 4,096 14.81 2,050 23.57 0.0731
2024-07-31 2024-06-30 13F WELLS FARGO CO COM 949746101 27,658 2,378 9.41 1,660 7.73 0.0642
2024-04-25 2024-03-31 13F WELLS FARGO CO COM 949746101 25,280 -490 -1.90 1,541 20.78 0.0655
2024-02-23 2023-12-31 13F WELLS FARGO CO COM 949746101 25,770 -485 -1.85 1,275 23.07 0.0590
2023-10-26 2023-09-30 13F WELLS FARGO CO COM 949746101 26,255 -2,577 -8.94 1,037 -20.31 0.0559
2023-08-08 2023-06-30 13F WELLS FARGO CO COM 949746101 28,832 994 3.57 1,300 12.75 0.0676
2023-04-26 2023-03-31 13F WELLS FARGO CO COM 949746101 27,838 2,331 9.14 1,154 -6.03 0.0673
2023-02-09 2022-12-31 13F WELLS FARGO CO COM 949746101 25,507 -2,417 -8.66 1,228 -6.62 0.0752
2022-11-09 2022-09-30 13F WELLS FARGO CO COM 949746101 27,924 2,101 8.14 1,314 15.98 0.0938
2022-08-04 2022-06-30 13F WELLS FARGO CO COM 949746101 25,823 2,475 10.60 1,133 15.26 0.0820
2022-05-20 2022-03-31 13F WELLS FARGO CO COM 949746101 23,348 -3,316 -12.44 983 -36.29 0.0750
2022-02-15 2021-12-31 13F WELLS FARGO CO COM 949746101 26,664 1,818 7.32 1,543 22.75 0.1094
2021-11-12 2021-09-30 13F WELLS FARGO CO COM 949746101 24,846 -1,357 -5.18 1,257 6.62 0.0881
2021-08-02 2021-06-30 13F/A-1 WELLS FARGO CO COM 949746101 26,203 -2,153 -7.59 1,179 -5.83 0.0876
2021-08-02 2021-06-30 13F WELLS FARGO CO COM 949746101 26,203 -2,153 1,179 0.0876
2021-04-28 2021-03-31 13F WELLS FARGO CO COM 949746101 28,356 3,037 11.99 1,252 54.95 0.1033
2021-01-27 2020-12-31 13F WELLS FARGO CO COM 949746101 25,319 4,971 24.43 808 79.96 0.0766
2020-11-06 2020-09-30 13F WELLS FARGO CO COM 949746101 20,348 233 1.16 449 -12.48 0.0532
2020-07-31 2020-06-30 13F WELLS FARGO CO COM 949746101 20,115 1,750 9.53 513 -1.54 0.0641
2020-04-22 2020-03-31 13F WELLS FARGO CO COM 949746101 18,365 1,019 5.87 521 -38.99 0.0804
2020-01-24 2019-12-31 13F WELLS FARGO CO COM 949746101 17,346 -917 -5.02 854 -8.47 0.1051
2019-10-31 2019-09-30 13F WELLS FARGO CO COM 949746101 18,263 2,120 13.13 933 24.40 0.1314
2019-07-24 2019-06-30 13F WELLS FARGO CO COM 949746101 16,143 -152 -0.93 750 -3.23 0.1076
2019-04-22 2019-03-31 13F WELLS FARGO CO COM 949746101 16,295 -5,473 -25.14 775 -25.41 0.1147
2019-01-11 2018-12-31 13F WELLS FARGO CO COM 949746101 21,768 -2,444 -10.09 1,039 -17.87 0.1542
2018-11-05 2018-09-30 13F WELLS FARGO CO COM 949746101 24,212 3,336 15.98 1,265 9.33 0.1883
2018-08-31 2018-06-30 13F WELLS FARGO CO COM 949746101 20,876 8,239 65.20 1,157 74.77 0.1796
2018-04-27 2018-03-31 13F WELLS FARGO CO COM 949746101 12,637 4,631 57.84 662 36.21 0.1135
2018-03-28 2017-12-31 13F WELLS FARGO CO COM 949746101 8,006 -6,143 -43.42 486 -37.69 0.0795
2017-11-22 2017-09-30 13F WELLS FARGO CO COM 949746101 14,149 12,820 964.64 780 954.05 0.1332
2017-07-31 2017-06-30 13F WELLS FARGO & CO COM 949746101 1,329 -12,303 -90.25 74 -90.25 0.0193
2017-05-11 2017-03-31 13F WELLS FARGO & CO COM 949746101 13,632 -1,674 -10.94 759 -10.07 0.2149
2017-02-10 2016-12-31 13F WELLS FARGO & CO COM 949746101 15,306 1,109 7.81 844 34.18 0.3076
2016-11-14 2016-09-30 13F WELLS FARGO & CO COM 949746101 14,197 4,000 39.23 629 30.23 0.2498
2016-08-08 2016-06-30 13F WELLS FARGO & CO COM 949746101 10,197 0 0.00 483 -2.03 0.2326
2016-04-26 2016-03-31 13F WELLS FARGO & CO COM 949746101 10,197 0 0.00 493 -11.01 0.2554
2016-02-16 2015-12-31 13F WELLS FARGO & CO COM 949746101 10,197 2,102 25.97 554 33.17 0.2644
2015-10-30 2015-09-30 13F WELLS FARGO & CO COM 949746101 8,095 -8,421 -50.99 416 -54.63 0.2320
2015-08-11 2015-06-30 13F Wells Fargo COM 949746101 16,516 8,095 96.13 917 98.48 0.4171
2015-05-18 2015-03-31 13F Wells Fargo COM 949746101 8,421 -65 -0.77 462 -0.65 0.2039
2015-05-18 2014-12-31 13F Wells Fargo COM 949746101 8,486 8,486 465 0.1969
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.