Wells Fargo & Company
PE ˙ BVL ˙ US9497461015
DIESES SYMBOL IST NICHT MEHR AKTIV
SecurityPE:WFC / Wells Fargo & Company
InstitutionEpoch Investment Partners, Inc.
Latest Disclosed Ownership348,420 shares
Latest Disclosed Value $ 27,737,716
Epoch Investment Partners, Inc. reports 2.94% decrease in ownership of WFC / Wells Fargo & Company

On May 14, 2026 - Epoch Investment Partners, Inc. filed a 13F-HR form disclosing ownership of 348,420 shares of Wells Fargo & Company (PE:WFC) valued at $27,737,716 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 358,975 shares of Wells Fargo & Company. This represents a change in shares of -2.94% 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)
2026-05-14 2026-03-31 13F WELLS FARGO COM 949746101 348,420 -10,555 -2.94 27,738 -17.09 0.0869
2026-02-13 2025-12-31 13F WELLS FARGO CO COM 949746101 358,975 -14,309 -3.83 33,456 6.93 0.1901
2025-11-13 2025-09-30 13F WELLS FARGO CO COM 949746101 373,284 -11,444 -2.97 31,289 1.51 0.1719
2025-08-13 2025-06-30 13F WELLS FARGO CO COM 949746101 384,728 -21,053 -5.19 30,824 5.81 0.1595
2025-05-14 2025-03-31 13F WELLS FARGO CO COM 949746101 405,781 95,912 30.95 29,131 33.84 0.1511
2025-02-13 2024-12-31 13F WELLS FARGO CO COM 949746101 309,869 28,931 10.30 21,765 37.15 0.1055
2024-11-13 2024-09-30 13F WELLS FARGO CO COM 949746101 280,938 -1,742,827 -86.12 15,870 -86.80 0.0711
2024-08-13 2024-06-30 13F WELLS FARGO CO COM 949746101 2,023,765 -51,329 -2.47 120,191 -0.07 0.5488
2024-05-14 2024-03-31 13F WELLS FARGO CO COM 949746101 2,075,094 -10,417 -0.50 120,272 17.17 0.5347
2024-02-13 2023-12-31 13F WELLS FARGO CO COM 949746101 2,085,511 688,951 49.33 102,649 79.89 0.4674
2023-11-13 2023-09-30 13F WELLS FARGO CO COM 949746101 1,396,560 -157,125 -10.11 57,063 -13.95 0.3639
2023-08-11 2023-06-30 13F WELLS FARGO CO COM 949746101 1,553,685 347,453 28.80 66,311 47.07 0.3838
2023-05-12 2023-03-31 13F WELLS FARGO CO COM 949746101 1,206,232 -58,062 -4.59 45,089 -13.63 0.2683
2023-02-13 2022-12-31 13F WELLS FARGO CO COM 949746101 1,264,294 -53,133 -4.03 52,203 -1.48 0.3112
2022-11-14 2022-09-30 13F WELLS FARGO CO COM 949746101 1,317,427 -38,021 -2.81 52,988 -0.20 0.3458
2022-08-15 2022-06-30 13F WELLS FARGO CO COM 949746101 1,355,448 17,260 1.29 53,093 -18.13 0.3110
2022-05-13 2022-03-31 13F WELLS FARGO CO COM 949746101 1,338,188 238,902 21.73 64,848 22.95 0.3177
2022-02-11 2021-12-31 13F WELLS FARGO CO COM 949746101 1,099,286 600 0.05 52,744 3.44 0.2678
2021-11-12 2021-09-30 13F WELLS FARGO CO COM 949746101 1,098,686 162,505 17.36 50,990 20.26 0.2831
2021-08-13 2021-06-30 13F WELLS FARGO CO COM 949746101 936,181 936,181 42,400 0.2277
2020-08-13 2020-06-30 13F WELLS FARGO CO COM 949746101 0 -1,826,732 -100.00 0 -100.00
2020-05-14 2020-03-31 13F WELLS FARGO CO COM 949746101 1,826,732 -19,522 -1.06 52,428 -47.22 0.3178
2020-02-13 2019-12-31 13F WELLS FARGO CO COM 949746101 1,846,254 -2,147 -0.12 99,329 6.54 0.4290
2019-11-13 2019-09-30 13F WELLS FARGO CO COM 949746101 1,848,401 -23,459 -1.25 93,234 5.26 0.4246
2019-08-13 2019-06-30 13F WELLS FARGO CO COM 949746101 1,871,860 217,233 13.13 88,576 10.79 0.3999
2019-05-14 2019-03-31 13F WELLS FARGO CO COM 949746101 1,654,627 -63,286 -3.68 79,951 1.00 0.3494
2019-02-13 2018-12-31 13F WELLS FARGO CO COM 949746101 1,717,913 -214,160 -11.08 79,161 -22.05 0.3677
2018-11-13 2018-09-30 13F WELLS FARGO CO COM 949746101 1,932,073 100,812 5.51 101,550 0.02 0.3854
2018-08-13 2018-06-30 13F WELLS FARGO CO COM 949746101 1,831,261 -135,476 -6.89 101,525 -1.50 0.3137
2018-05-14 2018-03-31 13F WELLS FARGO CO COM 949746101 1,966,737 -758,362 -27.83 103,076 -37.66 0.3652
2018-02-13 2017-12-31 13F WELLS FARGO CO COM 949746101 2,725,099 3,849 0.14 165,332 10.16 0.5474
2017-11-13 2017-09-30 13F WELLS FARGO CO COM 949746101 2,721,250 -62,226 -2.24 150,077 -2.69 0.5026
2017-08-11 2017-06-30 13F WELLS FARGO CO COM 949746101 2,783,476 -2,521,731 -47.53 154,233 -47.77 0.5211
2017-05-12 2017-03-31 13F WELLS FARGO & CO COM 949746101 5,305,207 60,504 1.15 295,288 2.16 0.9856
2017-02-13 2016-12-31 13F WELLS FARGO & CO COM 949746101 5,244,703 2,190,839 71.74 289,035 113.74 1.0850
2016-11-10 2016-09-30 13F WELLS FARGO & CO COM 949746101 3,053,864 61,529 2.06 135,225 -4.52 0.5041
2016-08-12 2016-06-30 13F WELLS FARGO & CO COM 949746101 2,992,335 54,456 1.85 141,627 -0.32 0.5311
2016-05-13 2016-03-31 13F WELLS FARGO & CO COM 949746101 2,937,879 -3,893 -0.13 142,076 -11.15 0.5369
2016-02-12 2015-12-31 13F WELLS FARGO & CO COM 949746101 2,941,772 -42,529 -1.43 159,914 4.35 0.6330
2015-11-13 2015-09-30 13F WELLS FARGO & CO COM 949746101 2,984,301 236,055 8.59 153,244 -0.85 0.5943
2015-08-13 2015-06-30 13F WELLS FARGO & CO COM 949746101 2,748,246 1,445 0.05 154,561 3.44 0.5738
2015-05-14 2015-03-31 13F WELLS FARGO & CO COM 949746101 2,746,801 15,123 0.55 149,425 -0.22 0.5598
2015-02-13 2014-12-31 13F WELLS FARGO & CO COM 949746101 2,731,678 33,503 1.24 149,750 7.00 0.5401
2014-11-13 2014-09-30 13F WELLS FARGO & CO COM 949746101 2,698,175 94,681 3.64 139,955 2.28 0.5447
2014-08-13 2014-06-30 13F WELLS FARGO & CO COM 949746101 2,603,494 154,277 6.30 136,840 12.33 0.5334
2014-05-14 2014-03-31 13F WELLS FARGO & CO COM 949746101 2,449,217 65,157 2.73 121,824 12.55 0.4901
2014-02-13 2013-12-31 13F WELLS FARGO & CO COM 949746101 2,384,060 103,073 4.52 108,237 14.84 0.4572
2013-11-13 2013-09-30 13F WELLS FARGO & CO COM 949746101 2,280,987 162,454 7.67 94,250 7.80 0.4204
2013-08-13 2013-06-30 13F WELLS FARGO & CO COM 949746101 2,118,533 2,118,533 87,432 0.4357
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.