Wells Fargo & Company
PE ˙ BVL ˙ US9497461015
DIESES SYMBOL IST NICHT MEHR AKTIV
SecurityPE:WFC / Wells Fargo & Company
InstitutionGarrison Point Advisors, Llc
Latest Disclosed Ownership17,134 shares
Latest Disclosed Value $ 1,364,038
Garrison Point Advisors, Llc ownership in WFC / Wells Fargo & Company

On May 12, 2026 - Garrison Point Advisors, Llc filed a 13F-HR form disclosing ownership of 17,134 shares of Wells Fargo & Company (PE:WFC) valued at $1,364,038 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 17,134 shares of Wells Fargo & Company. This represents a change in shares of 0.00% 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)
2026-05-12 2026-03-31 13F WELLS FARGO COM 949746101 17,134 0 0.00 1,364 -14.54 0.6223
2026-02-13 2025-12-31 13F WELLS FARGO CO COM 949746101 17,134 -300 -1.72 1,597 9.24 0.7070
2025-10-22 2025-09-30 13F WELLS FARGO CO COM 949746101 17,434 0 0.00 1,461 4.66 0.6129
2025-08-06 2025-06-30 13F WELLS FARGO CO COM 949746101 17,434 -100 -0.57 1,397 10.97 0.6412
2025-05-13 2025-03-31 13F WELLS FARGO CO COM 949746101 17,534 508 2.98 1,259 5.27 0.6105
2025-02-13 2024-12-31 13F WELLS FARGO CO COM 949746101 17,026 0 0.00 1,196 24.35 0.5673
2024-10-23 2024-09-30 13F WELLS FARGO CO COM 949746101 17,026 0 0.00 962 -4.95 0.5953
2024-08-07 2024-06-30 13F WELLS FARGO CO COM 949746101 17,026 0 0.00 1,011 2.54 0.6674
2024-05-09 2024-03-31 13F WELLS FARGO CO COM 949746101 17,026 300 1.79 987 19.81 0.6345
2024-02-08 2023-12-31 13F WELLS FARGO CO COM 949746101 16,726 0 0.00 823 20.50 0.5806
2023-10-18 2023-09-30 13F WELLS FARGO CO COM 949746101 16,726 336 2.05 683 -2.29 0.5288
2023-07-25 2023-06-30 13F WELLS FARGO CO COM 949746101 16,390 0 0.00 700 14.22 0.5040
2023-05-05 2023-03-31 13F WELLS FARGO CO COM 949746101 16,390 0 0.00 613 -9.47 0.4595
2023-02-01 2022-12-31 13F WELLS FARGO CO COM 949746101 16,390 0 0.00 677 2.58 0.5535
2022-10-20 2022-09-30 13F WELLS FARGO CO COM 949746101 16,390 0 0.00 659 2.65 0.5882
2022-08-10 2022-06-30 13F WELLS FARGO CO COM 949746101 16,390 0 0.00 642 -19.14 0.5328
2022-05-06 2022-03-31 13F WELLS FARGO CO COM 949746101 16,390 0 0.00 794 1.02 0.5556
2022-02-14 2021-12-31 13F WELLS FARGO CO COM 949746101 16,390 3,000 22.40 786 26.57 0.5215
2021-11-04 2021-09-30 13F WELLS FARGO CO COM 949746101 13,390 0 0.00 621 2.48 0.4513
2021-08-02 2021-06-30 13F WELLS FARGO CO COM 949746101 13,390 0 0.00 606 15.87 0.4367
2021-05-04 2021-03-31 13F WELLS FARGO CO COM 949746101 13,390 0 0.00 523 29.46 0.4062
2021-01-28 2020-12-31 13F WELLS FARGO CO COM 949746101 13,390 0 0.00 404 28.25 0.3251
2020-10-27 2020-09-30 13F WELLS FARGO CO COM 949746101 13,390 -2,115 -13.64 315 -20.65 0.2858
2020-08-03 2020-06-30 13F WELLS FARGO CO COM 949746101 15,505 -500 -3.12 397 -13.51 0.3930
2020-04-20 2020-03-31 13F WELLS FARGO CO COM 949746101 16,005 -800 -4.76 459 -49.23 0.5608
2020-01-24 2019-12-31 13F WELLS FARGO CO COM 949746101 16,805 -2,000 -10.64 904 -4.74 0.8287
2019-11-12 2019-09-30 13F WELLS FARGO CO COM 949746101 18,805 0 0.00 949 6.63 0.9394
2019-07-30 2019-06-30 13F WELLS FARGO CO COM 949746101 18,805 -200 -1.05 890 -3.05 0.8929
2019-05-08 2019-03-31 13F WELLS FARGO CO COM 949746101 19,005 150 0.80 918 5.64 0.9571
2019-02-09 2018-12-31 13F WELLS FARGO CO COM 949746101 18,855 18,855 869 1.0726
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.