Wells Fargo & Company
PE ˙ BVL ˙ US9497461015
DIESES SYMBOL IST NICHT MEHR AKTIV
SecurityPE:WFC / Wells Fargo & Company
InstitutionGHP Investment Advisors, Inc.
Latest Disclosed Ownership34,747 shares
Latest Disclosed Value $ 2,766,225
GHP Investment Advisors, Inc. reports 1.27% increase in ownership of WFC / Wells Fargo & Company

On April 21, 2026 - GHP Investment Advisors, Inc. filed a 13F-HR form disclosing ownership of 34,747 shares of Wells Fargo & Company (PE:WFC) valued at $2,766,225 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 34,311 shares of Wells Fargo & Company. This represents a change in shares of 1.27% 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)
2026-04-21 2026-03-31 13F WELLS FARGO COM 949746101 34,747 436 1.27 2,766 -13.48 0.1138
2026-01-27 2025-12-31 13F WELLS FARGO CO COM 949746101 34,311 431 1.27 3,198 12.61 0.1315
2025-10-31 2025-09-30 13F WELLS FARGO CO COM 949746101 33,880 418 1.25 2,840 5.89 0.1193
2025-08-05 2025-06-30 13F WELLS FARGO CO COM 949746101 33,462 540 1.64 2,681 13.46 0.1187
2025-04-23 2025-03-31 13F WELLS FARGO CO COM 949746101 32,922 957 2.99 2,363 5.26 0.1136
2025-01-27 2024-12-31 13F WELLS FARGO CO COM 949746101 31,965 5,612 21.30 2,245 50.87 0.1048
2024-10-24 2024-09-30 13F WELLS FARGO CO COM 949746101 26,353 710 2.77 1,489 -2.23 0.0683
2024-08-08 2024-06-30 13F WELLS FARGO CO COM 949746101 25,643 1,155 4.72 1,523 7.26 0.0761
2024-04-25 2024-03-31 13F WELLS FARGO CO COM 949746101 24,488 571 2.39 1,419 20.56 0.0703
2024-01-26 2023-12-31 13F WELLS FARGO CO COM 949746101 23,917 388 1.65 1,177 22.22 0.0636
2023-10-17 2023-09-30 13F WELLS FARGO CO COM 949746101 23,529 284 1.22 964 -5.22 0.0585
2023-08-14 2023-06-30 13F WELLS FARGO CO COM 949746101 23,245 3,204 15.99 1,016 35.65 0.0594
2023-04-21 2023-03-31 13F WELLS FARGO CO COM 949746101 20,041 -224 -1.11 749 -10.41 0.0476
2023-02-16 2022-12-31 13F WELLS FARGO CO COM 949746101 20,265 1,477 7.86 837 10.58 0.0566
2022-11-14 2022-09-30 13F/A-1 WELLS FARGO CO COM 949746101 18,788 694 3.84 756 6.63 0.0580
2022-10-28 2022-09-30 13F WELLS FARGO CO COM 949746101 18,788 694 756 0.0580
2022-08-11 2022-06-30 13F WELLS FARGO CO COM 949746101 18,094 -467 -2.52 709 -21.13 0.0527
2022-04-28 2022-03-31 13F WELLS FARGO CO COM 949746101 18,561 317 1.74 899 2.74 0.0592
2022-02-14 2021-12-31 13F WELLS FARGO CO COM 949746101 18,244 112 0.62 875 3.92 0.0621
2021-11-12 2021-09-30 13F WELLS FARGO CO COM 949746101 18,132 -54 -0.30 842 2.18 0.0667
2021-08-13 2021-06-30 13F WELLS FARGO CO COM 949746101 18,186 1,783 10.87 824 28.55 0.0664
2021-05-14 2021-03-31 13F WELLS FARGO CO COM 949746101 16,403 779 4.99 641 35.81 0.0556
2021-02-12 2020-12-31 13F WELLS FARGO CO COM 949746101 15,624 -1,842 -10.55 472 14.84 0.0449
2020-11-16 2020-09-30 13F WELLS FARGO CO COM 949746101 17,466 -8,651 -33.12 411 -38.57 0.0465
2020-08-06 2020-06-30 13F WELLS FARGO CO COM 949746101 26,117 -3,557 -11.99 669 -21.48 0.0831
2020-05-13 2020-03-31 13F WELLS FARGO CO COM 949746101 29,674 357 1.22 852 -45.97 0.1281
2020-02-14 2019-12-31 13F WELLS FARGO CO COM 949746101 29,317 1,323 4.73 1,577 11.69 0.1692
2019-11-07 2019-09-30 13F WELLS FARGO CO COM 949746101 27,994 -4,275 -13.25 1,412 -7.53 0.1756
2019-08-02 2019-06-30 13F WELLS FARGO CO COM 949746101 32,269 2,326 7.77 1,527 5.53 0.1859
2019-05-10 2019-03-31 13F WELLS FARGO CO COM 949746101 29,943 2,957 10.96 1,447 16.32 0.1864
2019-02-13 2018-12-31 13F WELLS FARGO CO COM 949746101 26,986 -4,631 -14.65 1,244 -25.15 0.1872
2018-10-16 2018-09-30 13F WELLS FARGO CO COM 949746101 31,617 -158 -0.50 1,662 -5.68 0.2222
2018-08-17 2018-06-30 13F WELLS FARGO CO COM 949746101 31,775 886 2.87 1,762 8.83 0.2478
2018-04-25 2018-03-31 13F WELLS FARGO CO COM 949746101 30,889 3,222 11.65 1,619 -3.57 0.2294
2018-02-14 2017-12-31 13F WELLS FARGO CO COM 949746101 27,667 1,705 6.57 1,679 17.25 0.2386
2017-11-03 2017-09-30 13F WELLS FARGO CO COM 949746101 25,962 517 2.03 1,432 1.56 0.2172
2017-08-07 2017-06-30 13F WELLS FARGO CO COM 949746101 25,445 1,332 5.52 1,410 5.07 0.2236
2017-05-09 2017-03-31 13F WELLS FARGO & CO COM 949746101 24,113 2,382 10.96 1,342 12.02 0.2303
2017-01-31 2016-12-31 13F WELLS FARGO & CO COM 949746101 21,731 3,531 19.40 1,198 48.64 0.2236
2016-10-27 2016-09-30 13F WELLS FARGO & CO COM 949746101 18,200 -12 -0.07 806 -6.50 0.1646
2016-08-03 2016-06-30 13F WELLS FARGO & CO COM 949746101 18,212 1,975 12.16 862 9.81 0.1859
2016-05-09 2016-03-31 13F WELLS FARGO & CO COM 949746101 16,237 -1,620 -9.07 785 -19.16 0.1777
2016-02-12 2015-12-31 13F WELLS FARGO & CO COM 949746101 17,857 -14 -0.08 971 5.77 0.2346
2015-11-02 2015-09-30 13F WELLS FARGO & CO COM 949746101 17,871 2,277 14.60 918 1.89 0.2372
2015-07-29 2015-06-30 13F WELLS FARGO & CO COM 949746101 15,594 -1,875 -10.73 901 -5.16 0.2224
2015-05-01 2015-03-31 13F WELLS FARGO & CO COM 949746101 17,469 2,024 13.10 950 12.16 0.2487
2015-02-10 2014-12-31 13F WELLS FARGO & CO COM 949746101 15,445 -976 -5.94 847 -0.59 0.2332
2014-11-12 2014-09-30 13F WELLS FARGO & CO COM 949746101 16,421 2,296 16.25 852 14.82 0.2511
2014-08-01 2014-06-30 13F WELLS FARGO & CO COM 949746101 14,125 1,495 11.84 742 18.15 0.2189
2014-04-28 2014-03-31 13F WELLS FARGO & CO COM 949746101 12,630 1,646 14.99 628 25.85 0.2003
2014-02-12 2013-12-31 13F WELLS FARGO & CO COM 949746101 10,984 555 5.32 499 15.78 0.1645
2013-11-12 2013-09-30 13F WELLS FARGO & CO COM 949746101 10,429 7 0.07 431 0.23 0.1566
2013-08-12 2013-06-30 13F WELLS FARGO & CO COM 949746101 10,422 10,422 430 0.1715
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.