Wells Fargo & Company
PE ˙ BVL ˙ US9497461015
DIESES SYMBOL IST NICHT MEHR AKTIV
SecurityPE:WFC / Wells Fargo & Company
InstitutionSummitry Llc
Latest Disclosed Ownership884,083 shares
Latest Disclosed Value $ 70,381,849
Summitry Llc reports 2.49% decrease in ownership of WFC / Wells Fargo & Company

On May 22, 2026 - Summitry Llc filed a 13F-HR/A form disclosing ownership of 884,083 shares of Wells Fargo & Company (PE:WFC) valued at $70,381,849 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 906,631 shares of Wells Fargo & Company. This represents a change in shares of -2.49% 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)
2026-05-22 2026-03-31 13F/A-1 WELLS FARGO COM 949746101 884,083 -22,548 -2.49 70,382 -16.71 2.4830
2026-05-11 2026-03-31 13F WELLS FARGO COM 949746101 886,188 -20,443 70,549 3.0807
2026-02-09 2025-12-31 13F WELLS FARGO CO COM 949746101 906,631 -410 -0.05 84,498 11.14 3.5209
2025-11-07 2025-09-30 13F WELLS FARGO CO COM 949746101 907,041 5,752 0.64 76,028 5.29 3.2120
2025-08-08 2025-06-30 13F WELLS FARGO CO COM 949746101 901,289 7,227 0.81 72,211 12.51 3.2695
2025-05-13 2025-03-31 13F WELLS FARGO CO COM 949746101 894,062 -19,916 -2.18 64,185 -0.02 3.2440
2025-02-12 2024-12-31 13F WELLS FARGO CO COM 949746101 913,978 -12,874 -1.39 64,198 22.61 3.1450
2024-11-07 2024-09-30 13F WELLS FARGO CO COM 949746101 926,852 15,296 1.68 52,358 -3.29 2.5004
2024-08-09 2024-06-30 13F WELLS FARGO CO COM 949746101 911,556 1,410 0.15 54,137 2.63 2.7964
2024-05-06 2024-03-31 13F WELLS FARGO CO COM 949746101 910,146 10,870 1.21 52,752 19.18 2.7667
2024-02-07 2023-12-31 13F WELLS FARGO CO COM 949746101 899,276 12,772 1.44 44,262 22.20 2.5688
2023-11-06 2023-09-30 13F WELLS FARGO CO COM 949746101 886,504 34,634 4.07 36,223 -0.37 2.3815
2023-08-08 2023-06-30 13F WELLS FARGO CO COM 949746101 851,870 39,086 4.81 36,358 19.67 2.2966
2023-05-12 2023-03-31 13F WELLS FARGO CO COM 949746101 812,784 10,347 1.29 30,382 -8.30 2.0408
2023-02-10 2022-12-31 13F WELLS FARGO CO COM 949746101 802,437 8,468 1.07 33,133 3.75 2.4366
2022-11-09 2022-09-30 13F WELLS FARGO CO COM 949746101 793,969 15,782 2.03 31,933 4.76 2.4105
2022-08-09 2022-06-30 13F WELLS FARGO CO COM 949746101 778,187 -9,598 -1.22 30,482 -20.15 2.2269
2022-05-09 2022-03-31 13F WELLS FARGO CO COM 949746101 787,785 -486,317 -38.17 38,176 -37.55 2.2642
2022-02-10 2021-12-31 13F WELLS FARGO CO COM 949746101 1,274,102 16,354 1.30 61,131 4.73 3.5706
2021-11-12 2021-09-30 13F WELLS FARGO CO COM 949746101 1,257,748 -247,141 -16.42 58,372 -14.36 3.6487
2021-08-13 2021-06-30 13F WELLS FARGO CO COM 949746101 1,504,889 -81,008 -5.11 68,156 10.00 4.2246
2021-05-12 2021-03-31 13F WELLS FARGO CO COM 949746101 1,585,897 -51,803 -3.16 61,961 25.36 3.9843
2021-02-05 2020-12-31 13F WELLS FARGO CO COM 949746101 1,637,700 -41,633 -2.48 49,426 25.19 3.6180
2020-11-12 2020-09-30 13F WELLS FARGO CO COM 949746101 1,679,333 622,319 58.88 39,481 45.90 3.1781
2020-08-07 2020-06-30 13F WELLS FARGO CO COM 949746101 1,057,014 -484,194 -31.42 27,060 -38.82 2.2402
2020-05-08 2020-03-31 13F WELLS FARGO CO COM 949746101 1,541,208 732,448 90.56 44,233 1.66 4.0537
2020-02-07 2019-12-31 13F WELLS FARGO CO COM 949746101 808,760 10,905 1.37 43,511 8.12 3.5008
2019-11-05 2019-09-30 13F WELLS FARGO CO COM 949746101 797,855 123,000 18.23 40,244 26.02 3.1766
2019-08-13 2019-06-30 13F WELLS FARGO CO COM 949746101 674,855 278,064 70.08 31,934 66.56 2.6258
2019-05-13 2019-03-31 13F WELLS FARGO CO COM 949746101 396,791 364,536 1,130.17 19,173 1,190.24 1.6638
2019-02-08 2018-12-31 13F WELLS FARGO CO COM 949746101 32,255 1,867 6.14 1,486 -6.95 0.1452
2018-11-09 2018-09-30 13F WELLS FARGO CO COM 949746101 30,388 817 2.76 1,597 -2.56 0.1361
2018-08-09 2018-06-30 13F WELLS FARGO CO COM 949746101 29,571 178 0.61 1,639 6.43 0.1521
2018-05-10 2018-03-31 13F WELLS FARGO CO COM 949746101 29,393 -331 -1.11 1,540 -14.59 0.1423
2018-02-12 2017-12-31 13F WELLS FARGO CO COM 949746101 29,724 2,162 7.84 1,803 18.62 0.1639
2017-11-02 2017-09-30 13F WELLS FARGO CO COM 949746101 27,562 -335,175 -92.40 1,520 -92.44 0.1410
2017-08-11 2017-06-30 13F WELLS FARGO CO COM 949746101 362,737 -256,357 -41.41 20,099 -41.67 1.9143
2017-05-12 2017-03-31 13F WELLS FARGO & CO COM 949746101 619,094 -4,119 -0.66 34,459 0.33 3.3199
2017-02-14 2016-12-31 13F WELLS FARGO & CO COM 949746101 623,213 6,547 1.06 34,345 25.78 3.3328
2016-11-09 2016-09-30 13F WELLS FARGO & CO COM 949746101 616,666 204,212 49.51 27,306 39.88 2.7396
2016-08-10 2016-06-30 13F WELLS FARGO & CO COM 949746101 412,454 9,317 2.31 19,521 0.14 2.0124
2016-05-12 2016-03-31 13F WELLS FARGO & CO COM 949746101 403,137 518 0.13 19,493 -10.93 2.0849
2016-02-09 2015-12-31 13F WELLS FARGO & CO COM 949746101 402,619 5,923 1.49 21,886 7.44 2.3152
2015-11-10 2015-09-30 13F WELLS FARGO & CO COM 949746101 396,696 1,405 0.36 20,370 -8.33 2.3583
2015-08-06 2015-06-30 13F WELLS FARGO & CO COM 949746101 395,291 -9,978 -2.46 22,221 0.79 2.5341
2015-05-05 2015-03-31 13F WELLS FARGO & CO COM 949746101 405,269 1,739 0.43 22,047 -0.33 2.5778
2015-02-11 2014-12-31 13F WELLS FARGO & CO COM 949746101 403,530 4,307 1.08 22,121 6.82 2.4455
2014-10-30 2014-09-30 13F WELLS FARGO & CO COM 949746101 399,223 2,966 0.75 20,708 -0.57 2.5671
2014-07-28 2014-06-30 13F WELLS FARGO & CO COM 949746101 396,257 6,270 1.61 20,827 7.37 2.6504
2014-05-09 2014-03-31 13F WELLS FARGO & CO COM 949746101 389,987 -3,045 -0.77 19,398 8.71 2.5032
2014-02-12 2013-12-31 13F/A-1 WELLS FARGO & CO COM 949746101 393,032 14,357 3.79 17,844 14.04 2.3520
2014-02-10 2013-12-31 13F WELLS FARGO & CO COM 949746101 378,675 15,647
2013-10-24 2013-09-30 13F WELLS FARGO & CO COM 949746101 378,675 -488 -0.13 15,647 -0.01 2.3719
2013-07-30 2013-06-30 13F WELLS FARGO & CO COM 949746101 379,163 379,163 15,648 2.4546
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.