Wells Fargo & Company
PE ˙ BVL ˙ US9497461015
DIESES SYMBOL IST NICHT MEHR AKTIV
SecurityPE:WFC / Wells Fargo & Company
InstitutionEvergreen Capital Management Llc
Latest Disclosed Ownership29,921 shares
Latest Disclosed Value $ 2,382,012
Evergreen Capital Management Llc reports 50.45% decrease in ownership of WFC / Wells Fargo & Company

On May 14, 2026 - Evergreen Capital Management Llc filed a 13F-HR form disclosing ownership of 29,921 shares of Wells Fargo & Company (PE:WFC) valued at $2,382,012 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 60,391 shares of Wells Fargo & Company. This represents a change in shares of -50.45% 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 29,921 -30,470 -50.45 2,382 -57.68 0.0405
2026-01-27 2025-12-31 13F WELLS FARGO CO COM 949746101 60,391 26,394 77.64 5,628 97.54 0.1257
2025-10-28 2025-09-30 13F WELLS FARGO CO COM 949746101 33,997 3,959 13.18 2,850 18.41 0.0677
2025-08-14 2025-06-30 13F WELLS FARGO CO COM 949746101 30,038 465 1.57 2,407 13.33 0.0724
2025-05-15 2025-03-31 13F WELLS FARGO CO COM 949746101 29,573 2,407 8.86 2,123 11.27 0.0713
2025-02-13 2024-12-31 13F WELLS FARGO CO COM 949746101 27,166 263 0.98 1,908 25.61 0.0621
2024-11-14 2024-09-30 13F WELLS FARGO CO COM 949746101 26,903 -2,475 -8.42 1,520 -12.90 0.0510
2024-08-14 2024-06-30 13F WELLS FARGO CO COM 949746101 29,378 2,138 7.85 1,745 10.52 0.0632
2024-05-15 2024-03-31 13F WELLS FARGO CO COM 949746101 27,240 -1,558 -5.41 1,579 11.36 0.0597
2024-02-14 2023-12-31 13F WELLS FARGO CO COM 949746101 28,798 5,863 25.56 1,417 51.23 0.0579
2023-11-14 2023-09-30 13F WELLS FARGO CO COM 949746101 22,935 69 0.30 937 -3.90 0.0411
2023-08-14 2023-06-30 13F WELLS FARGO CO COM 949746101 22,866 -236 -1.02 976 12.98 0.0407
2023-05-15 2023-03-31 13F WELLS FARGO CO COM 949746101 23,102 456 2.01 864 -7.70 0.0388
2023-02-14 2022-12-31 13F WELLS FARGO CO COM 949746101 22,646 -3,513 -13.43 935 -11.12 0.0440
2022-11-14 2022-09-30 13F WELLS FARGO CO COM 949746101 26,159 3,729 16.63 1,052 19.68 0.0550
2022-08-15 2022-06-30 13F WELLS FARGO CO COM 949746101 22,430 -3,214 -12.53 879 -29.28 0.0457
2022-05-16 2022-03-31 13F WELLS FARGO CO COM 949746101 25,644 2,490 10.75 1,243 11.88 0.0506
2022-03-11 2021-12-31 13F WELLS FARGO CO COM 949746101 23,154 1,587 7.36 1,111 10.99 0.0445
2021-11-15 2021-09-30 13F WELLS FARGO CO COM 949746101 21,567 10,072 87.62 1,001 92.13 0.0452
2021-08-16 2021-06-30 13F WELLS FARGO CO COM 949746101 11,495 1,445 14.38 521 32.57 0.0249
2021-05-17 2021-03-31 13F WELLS FARGO CO COM 949746101 10,050 -676 -6.30 393 21.30 0.0202
2021-02-16 2020-12-31 13F WELLS FARGO CO COM 949746101 10,726 -2,120 -16.50 324 7.28 0.0189
2020-11-16 2020-09-30 13F WELLS FARGO CO COM 949746101 12,846 -2,900 -18.42 302 -25.06 0.0209
2020-08-14 2020-06-30 13F WELLS FARGO CO COM 949746101 15,746 -2,581 -14.08 403 -23.38 0.0305
2020-05-15 2020-03-31 13F WELLS FARGO CO COM 949746101 18,327 -9,285 -33.63 526 -64.60 0.0491
2020-02-14 2019-12-31 13F WELLS FARGO CO COM 949746101 27,612 7,013 34.05 1,486 43.02 0.1238
2019-11-14 2019-09-30 13F WELLS FARGO CO COM 949746101 20,599 -1,546 -6.98 1,039 -0.86 0.0969
2019-08-14 2019-06-30 13F WELLS FARGO CO COM 949746101 22,145 1,917 9.48 1,048 7.27 0.0999
2019-05-10 2019-03-31 13F WELLS FARGO CO COM 949746101 20,228 -149 -0.73 977 4.05 0.0980
2019-02-14 2018-12-31 13F WELLS FARGO CO COM 949746101 20,377 2,000 10.88 939 -2.80 0.0984
2018-11-13 2018-09-30 13F WELLS FARGO CO COM 949746101 18,377 19 0.10 966 -5.11 0.0855
2018-08-13 2018-06-30 13F WELLS FARGO CO COM 949746101 18,358 1,637 9.79 1,018 16.21 0.0956
2018-05-10 2018-03-31 13F WELLS FARGO CO COM 949746101 16,721 -62,050 -78.77 876 -81.67 0.0841
2018-02-14 2017-12-31 13F WELLS FARGO CO COM 949746101 78,771 -19,289 -19.67 4,779 -11.63 0.4834
2017-11-09 2017-09-30 13F WELLS FARGO CO COM 949746101 98,060 8,408 9.38 5,408 8.86 0.6325
2017-08-08 2017-06-30 13F WELLS FARGO CO COM 949746101 89,652 8,990 11.15 4,968 10.65 0.8011
2017-05-10 2017-03-31 13F WELLS FARGO & CO COM 949746101 80,662 -11,655 -12.62 4,490 -11.75 0.9350
2017-02-08 2016-12-31 13F WELLS FARGO & CO COM 949746101 92,317 2,590 2.89 5,088 28.06 0.9828
2016-10-20 2016-09-30 13F WELLS FARGO & CO COM 949746101 89,727 32,575 57.00 3,973 46.88 0.7823
2016-07-27 2016-06-30 13F WELLS FARGO & CO COM 949746101 57,152 -316 -0.55 2,705 -2.66 0.5877
2016-05-02 2016-03-31 13F WELLS FARGO & CO COM 949746101 57,468 -810 -1.39 2,779 -12.28 0.6371
2016-02-01 2015-12-31 13F WELLS FARGO & CO COM 949746101 58,278 -8,400 -12.60 3,168 -7.48 0.7587
2015-11-10 2015-09-30 13F WELLS FARGO & CO COM 949746101 66,678 2,975 4.67 3,424 -4.44 0.8887
2015-07-28 2015-06-30 13F WELLS FARGO & CO COM 949746101 63,703 -1,477 -2.27 3,583 1.07 0.8792
2015-04-30 2015-03-31 13F WELLS FARGO & CO COM 949746101 65,180 -920 -1.39 3,545 3.38 0.7812
2015-02-05 2014-12-31 13F WELLS FARGO & CO COM 949746101 66,100 -200 -0.30 3,429 -0.29 0.6752
2014-10-30 2014-09-30 13F WELLS FARGO & CO COM 949746101 66,300 705 1.07 3,439 -0.26 0.6692
2014-08-01 2014-06-30 13F WELLS FARGO & CO COM 949746101 65,595 -33,808 -34.01 3,448 -30.26 0.6787
2014-05-05 2014-03-31 13F WELLS FARGO & CO COM 949746101 99,403 -28,372 -22.20 4,944 -14.77 0.9943
2014-02-04 2013-12-31 13F WELLS FARGO & CO COM 949746101 127,775 1,340 1.06 5,801 11.05 1.0508
2013-10-29 2013-09-30 13F WELLS FARGO & CO NEW COM COM 949746101 126,435 -88 -0.07 5,224 0.06 0.8393
2013-08-12 2013-06-30 13F WELLS FARGO & CO NEW COM COM 949746101 126,523 126,523 5,221 0.7975
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.