Wells Fargo & Company
PE ˙ BVL ˙ US9497461015
DIESES SYMBOL IST NICHT MEHR AKTIV
SecurityPE:WFC / Wells Fargo & Company
InstitutionFort Point Capital Partners LLC
Latest Disclosed Ownership9,988 shares
Latest Disclosed Value $ 795,165
Fort Point Capital Partners LLC reports 74.43% increase in ownership of WFC / Wells Fargo & Company

On May 14, 2026 - Fort Point Capital Partners LLC filed a 13F-HR form disclosing ownership of 9,988 shares of Wells Fargo & Company (PE:WFC) valued at $795,165 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 5,726 shares of Wells Fargo & Company. This represents a change in shares of 74.43% 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 9,988 4,262 74.43 795 56.19 0.0964
2026-02-13 2025-12-31 13F WELLS FARGO CO COM 949746101 5,726 5,726 509 0.0572
2025-11-14 2025-09-30 13F WELLS FARGO CO COM 949746101 0 -6,762 -100.00 0 -100.00
2025-08-14 2025-06-30 13F WELLS FARGO CO COM 949746101 6,762 -197 -2.83 542 8.42 0.0391
2025-05-15 2025-03-31 13F WELLS FARGO CO COM 949746101 6,959 -634 -8.35 500 -6.38 0.0551
2025-02-11 2024-12-31 13F WELLS FARGO CO COM 949746101 7,593 -957 -11.19 533 10.58 0.0581
2024-11-14 2024-09-30 13F WELLS FARGO CO COM 949746101 8,550 16 0.19 483 -4.74 0.0595
2024-08-14 2024-06-30 13F WELLS FARGO CO COM 949746101 8,534 -150 -1.73 507 0.60 0.0641
2024-05-15 2024-03-31 13F WELLS FARGO CO COM 949746101 8,684 -695 -7.41 503 9.11 0.0670
2024-02-09 2023-12-31 13F WELLS FARGO CO COM 949746101 9,379 312 3.44 462 24.59 0.0656
2023-11-08 2023-09-30 13F WELLS FARGO CO COM 949746101 9,067 -1,480 -14.03 370 -17.78 0.0564
2023-08-14 2023-06-30 13F WELLS FARGO CO COM 949746101 10,547 199 1.92 450 16.58 0.0635
2023-05-11 2023-03-31 13F WELLS FARGO CO COM 949746101 10,348 17 0.16 387 -9.39 0.0587
2023-02-14 2022-12-31 13F WELLS FARGO CO COM 949746101 10,331 -7,220 -41.14 427 -39.66 0.0665
2022-11-09 2022-09-30 13F WELLS FARGO CO COM 949746101 17,551 -5,460 -23.73 706 -21.64 0.1178
2022-08-15 2022-06-30 13F WELLS FARGO CO COM 949746101 23,011 41 0.18 901 -19.05 0.1471
2022-05-13 2022-03-31 13F WELLS FARGO CO COM 949746101 22,970 -262 -1.13 1,113 -0.18 0.1552
2022-02-14 2021-12-31 13F WELLS FARGO CO COM 949746101 23,232 11,447 97.13 1,115 103.84 0.1497
2021-11-12 2021-09-30 13F WELLS FARGO CO COM 949746101 11,785 4,002 51.42 547 55.40 0.0820
2021-07-30 2021-06-30 13F WELLS FARGO CO COM 949746101 7,783 0 0.00 352 15.79 0.0645
2021-05-10 2021-03-31 13F WELLS FARGO CO COM 949746101 7,783 0 0.00 304 29.36 0.0653
2021-02-09 2020-12-31 13F WELLS FARGO CO COM 949746101 7,783 7,783 235 0.0538
2020-05-14 2020-03-31 13F WELLS FARGO CO COM 949746101 0 -5,176 -100.00 0 -100.00
2020-02-03 2019-12-31 13F WELLS FARGO CO COM 949746101 5,176 191 3.83 278 10.76 0.0998
2019-11-14 2019-09-30 13F WELLS FARGO CO COM 949746101 4,985 718 16.83 251 24.26 0.0944
2019-08-09 2019-06-30 13F WELLS FARGO CO COM 949746101 4,267 -109 -2.49 202 -4.27 0.0798
2019-05-13 2019-03-31 13F WELLS FARGO CO COM 949746101 4,376 -5,300 -54.77 211 -52.69 0.0922
2019-02-11 2018-12-31 13F WELLS FARGO CO COM 949746101 9,676 -2,087 -17.74 446 -27.83 0.1799
2018-11-14 2018-09-30 13F WELLS FARGO CO COM 949746101 11,763 3,590 43.93 618 36.42 0.1866
2018-08-13 2018-06-30 13F WELLS FARGO CO COM 949746101 8,173 -8,412 -50.72 453 -47.87 0.1520
2018-08-06 2018-03-31 13F/A-1 WELLS FARGO CO COM 949746101 16,585 -19,032 -53.44 869 -59.79 0.3184
2018-05-15 2018-03-31 13F WELLS FARGO CO COM 949746101 16,585 -19,032 869
2018-02-14 2017-12-31 13F WELLS FARGO CO COM 949746101 35,617 3,492 10.87 2,161 21.95 1.0071
2017-11-14 2017-09-30 13F WELLS FARGO CO COM 949746101 32,125 27,797 642.26 1,772 638.33 0.8488
2017-08-14 2017-06-30 13F WELLS FARGO CO COM 949746101 4,328 -649 -13.04 240 -13.36 0.1335
2017-05-15 2017-03-31 13F WELLS FARGO & CO COM 949746101 4,977 575 13.06 277 15.90 0.1428
2017-02-14 2016-12-31 13F WELLS FARGO & CO COM 949746101 4,402 -8,784 -66.62 239 -59.83 0.1306
2016-12-16 2016-09-30 13F/A-1 WELLS FARGO & CO COM 949746101 13,186 2,462 22.96 595 17.13 0.2694
2016-11-14 2016-09-30 13F WELLS FARGO & CO COM 949746101 13,186 595
2016-08-15 2016-06-30 13F WELLS FARGO & CO COM 949746101 10,724 2,522 30.75 508 27.96 0.2462
2016-05-16 2016-03-31 13F WELLS FARGO & CO COM 949746101 8,202 -4,285 -34.32 397 -41.53 0.2018
2016-02-16 2015-12-31 13F WELLS FARGO & CO COM 949746101 12,487 2,852 29.60 679 37.17 0.3454
2015-11-16 2015-09-30 13F WELLS FARGO & CO COM 949746101 9,635 3,635 60.58 495 46.88 0.3041
2015-08-14 2015-06-30 13F WELLS FARGO & CO COM 949746101 6,000 6,000 0.00 337 0.2113
2015-02-18 2014-12-31 13F WELLS FARGO & CO COM 949746101 0 -5,990 -100.00 0 -100.00
2014-11-14 2014-09-30 13F WELLS FARGO & CO COM 949746101 5,990 1,990 49.75 311 48.10 0.2334
2014-08-14 2014-06-30 13F WELLS FARGO & CO COM 949746101 4,000 -900 -18.37 210 -13.93 0.1859
2014-05-15 2014-03-31 13F WELLS FARGO & CO COM 949746101 4,900 4,900 244 0.2353
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.