Wells Fargo & Company
PE ˙ BVL ˙ US9497461015
DIESES SYMBOL IST NICHT MEHR AKTIV
SecurityPE:WFC / Wells Fargo & Company
InstitutionEssex Savings Bank
Latest Disclosed Ownership16,173 shares
Latest Disclosed Value $ 1,287,524
Essex Savings Bank reports 0.78% increase in ownership of WFC / Wells Fargo & Company

On April 17, 2026 - Essex Savings Bank filed a 13F-HR form disclosing ownership of 16,173 shares of Wells Fargo & Company (PE:WFC) valued at $1,287,524 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 16,048 shares of Wells Fargo & Company. This represents a change in shares of 0.78% 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)
2026-04-17 2026-03-31 13F WELLS FARGO & CO NEW COM COMMON STOCK 949746101 16,173 125 0.78 1,288 -13.91 0.1837
2026-02-02 2025-12-31 13F WELLS FARGO & CO NEW COM COMMON STOCK 949746101 16,048 186 1.17 1,496 12.49 0.3241
2025-11-04 2025-09-30 13F WELLS FARGO & CO NEW COM COMMON STOCK 949746101 15,862 -1,770 -10.04 1,329 -5.88 0.2994
2025-07-11 2025-06-30 13F WELLS FARGO & CO NEW COM COMMON STOCK 949746101 17,632 -18 -0.10 1,413 11.44 0.3366
2025-04-21 2025-03-31 13F WELLS FARGO & CO NEW COM COMMON STOCK 949746101 17,650 -180 -1.01 1,267 1.20 0.3114
2025-01-14 2024-12-31 13F WELLS FARGO & CO NEW COM COMMON STOCK 949746101 17,830 -844 -4.52 1,252 18.79 0.3100
2024-11-01 2024-09-30 13F WELLS FARGO & CO NEW COM COMMON STOCK 949746101 18,674 -20 -0.11 1,055 -5.05 0.2632
2024-07-23 2024-06-30 13F WELLS FARGO & CO NEW COM COMMON STOCK 949746101 18,694 -141 -0.75 1,110 19.74 0.2988
2024-04-22 2024-03-31 13F WELLS FARGO CO COMMON STOCK 949746101 18,835 0 0.00 927 0.00 0.2694
2024-01-22 2023-12-31 13F WELLS FARGO & CO NEW COM COMMON STOCK 949746101 18,835 1,475 8.50 927 30.75 0.2696
2023-10-12 2023-09-30 13F WELLS FARGO & CO NEW COM COMMON STOCK 949746101 17,360 319 1.87 709 -2.48 0.2394
2023-07-19 2023-06-30 13F WELLS FARGO CO COMMON STOCK 949746101 17,041 61 0.36 727 14.67 0.2428
2023-04-24 2023-03-31 13F WELLS FARGO & CO NEW COM COMMON STOCK 949746101 16,980 2,959 21.10 635 9.69 0.2217
2023-01-18 2022-12-31 13F WELLS FARGO CO COMMON STOCK 949746101 14,021 -188 -1.32 579 1.05 0.2036
2022-10-19 2022-09-30 13F WELLS FARGO CO COMMON STOCK 949746101 14,209 0 0.00 572 2.88 0.2273
2022-07-19 2022-06-30 13F WELLS FARGO & CO NEW COM COMMON STOCK 949746101 14,209 179 1.28 556 -18.11 0.2125
2022-05-03 2022-03-31 13F WELLS FARGO CO COMMON STOCK 949746101 14,030 -3,561 -20.24 679 -19.55 0.2246
2022-02-23 2021-12-31 13F WELLS FARGO & CO NEW COM COMMON STOCK 949746101 17,591 -210 -1.18 844 3.81 0.2861
2021-10-20 2021-09-30 13F WELLS FARGO CO COMMON STOCK 949746101 17,801 -292 -1.61 813 -3.79 0.2957
2021-07-29 2021-06-30 13F WELLS FARGO & CO NEW COM COMMON STOCK 949746101 18,093 -988 -5.18 845 22.46 0.3267
2021-04-22 2021-03-31 13F WELLS FARGO & CO NEW COM COMMON STOCK 949746101 19,081 -497 -2.54 690 16.75 0.3022
2021-02-03 2020-12-31 13F WELLS FARGO CO COMMON STOCK 949746101 19,578 -3,459 -15.01 591 9.24 0.2638
2020-10-26 2020-09-30 13F WELLS FARGO & CO NEW COM COMMON STOCK 949746101 23,037 3,000 14.97 541 5.46 0.2650
2020-07-30 2020-06-30 13F WELLS FARGO & CO NEW COM COMMON STOCK 949746101 20,037 -739 -3.56 513 -13.93 0.3047
2020-04-28 2020-03-31 13F WELLS FARGO & CO NEW COM COMMON STOCK 949746101 20,776 -12,617 -37.78 596 -66.82 0.4247
2020-02-05 2019-12-31 13F WELLS FARGO & CO NEW COM COMMON STOCK 949746101 33,393 60 0.18 1,796 6.84 0.9160
2019-10-30 2019-09-30 13F WELLS FARGO & CO NEW COM COMMON STOCK 949746101 33,333 -8,522 -20.36 1,681 -15.10 0.8895
2019-08-09 2019-06-30 13F WELLS FARGO & CO COM COMMON STOCK 949746101 41,855 12,877 44.44 1,980 41.43 0.6966
2019-05-06 2019-03-31 13F WELLS FARGO & CO NEW COM COMMON STOCK 949746101 28,978 -2,579 -8.17 1,400 -3.71 0.7955
2019-02-01 2018-12-31 13F WELLS FARGO & CO NEW COM COMMON STOCK 949746101 31,557 31,557 1,454 0.9110
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.