Wells Fargo & Company
PE ˙ BVL ˙ US9497461015
DIESES SYMBOL IST NICHT MEHR AKTIV
SecurityPE:WFC / Wells Fargo & Company
InstitutionMiller Investment Management, LP
Latest Disclosed Ownership20,342 shares
Latest Disclosed Value $ 1,619,427
Miller Investment Management, LP ownership in WFC / Wells Fargo & Company

On May 8, 2026 - Miller Investment Management, LP filed a 13F-HR form disclosing ownership of 20,342 shares of Wells Fargo & Company (PE:WFC) valued at $1,619,427 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 20,342 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.

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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)
2026-05-08 2026-03-31 13F WELLS FARGO & CO COM 949746101 20,342 0 0.00 1,619 -14.56 0.1608
2026-02-11 2025-12-31 13F WELLS FARGO & CO COM 949746101 20,342 0 0.00 1,896 11.14 0.1852
2025-11-10 2025-09-30 13F WELLS FARGO & CO COM 949746101 20,342 -13,740 -40.31 1,705 -37.55 0.1713
2025-08-06 2025-06-30 13F WELLS FARGO & CO COM 949746101 34,082 0 0.00 2,731 11.61 0.2867
2025-05-07 2025-03-31 13F WELLS FARGO & CO COM 949746101 34,082 0 0.00 2,447 2.21 0.2707
2025-02-13 2024-12-31 13F WELLS FARGO & CO COM 949746101 34,082 0 0.00 2,394 24.31 0.2620
2024-11-14 2024-09-30 13F WELLS FARGO & CO COM 949746101 34,082 0 0.00 1,925 -4.89 0.2005
2024-08-13 2024-06-30 13F WELLS FARGO & CO COM 949746101 34,082 0 0.00 2,024 2.48 0.2419
2024-05-14 2024-03-31 13F WELLS FARGO & CO COM 949746101 34,082 0 0.00 1,975 17.77 0.2524
2024-02-12 2023-12-31 13F WELLS FARGO & CO COM 949746101 34,082 -4,100 -10.74 1,678 7.50 0.2386
2023-11-13 2023-09-30 13F WELLS FARGO & CO COM 949746101 38,182 0 0.00 1,560 -4.24 0.2455
2023-08-15 2023-06-30 13F WELLS FARGO & CO COM 949746101 38,182 0 0.00 1,630 14.16 0.2485
2023-05-15 2023-03-31 13F WELLS FARGO & CO COM 949746101 38,182 0 0.00 1,427 -9.45 0.2356
2023-02-13 2022-12-31 13F WELLS FARGO & CO COM 949746101 38,182 0 0.00 1,577 2.60 0.2686
2022-11-14 2022-09-30 13F WELLS FARGO & CO COM 949746101 38,182 0 0.00 1,536 2.67 0.3206
2022-08-15 2022-06-30 13F WELLS FARGO & CO COM 949746101 38,182 0 0.00 1,496 -19.14 0.3077
2022-05-13 2022-03-31 13F WELLS FARGO & CO COM 949746101 38,182 0 0.00 1,850 0.98 0.2915
2022-02-11 2021-12-31 13F WELLS FARGO & CO COM 949746101 38,182 0 0.00 1,832 3.39 0.2621
2021-11-12 2021-09-30 13F WELLS FARGO & CO COM 949746101 38,182 0 0.00 1,772 2.49 0.3045
2021-08-06 2021-06-30 13F WELLS FARGO & CO COM 949746101 38,182 0 0.00 1,729 15.88 0.3010
2021-05-12 2021-03-31 13F WELLS FARGO & CO COM 949746101 38,182 0 0.00 1,492 29.51 0.2758
2021-02-12 2020-12-31 13F WELLS FARGO & CO COM 949746101 38,182 0 0.00 1,152 28.29 0.2146
2020-11-12 2020-09-30 13F WELLS FARGO & CO COM 949746101 38,182 -23 -0.06 898 -8.18 0.2197
2020-08-07 2020-06-30 13F WELLS FARGO & CO COM 949746101 38,205 0 0.00 978 -10.77 0.2876
2020-05-07 2020-03-31 13F WELLS FARGO & CO COM 949746101 38,205 442 1.17 1,096 -46.06 0.3526
2020-02-03 2019-12-31 13F WELLS FARGO & CO COM 949746101 37,763 0 0.00 2,032 6.67 0.4509
2019-11-07 2019-09-30 13F WELLS FARGO & CO COM 949746101 37,763 0 0.00 1,905 6.60 0.4332
2019-08-01 2019-06-30 13F WELLS FARGO & CO COM 949746101 37,763 0 0.00 1,787 -2.08 0.4082
2019-05-09 2019-03-31 13F WELLS FARGO & CO COM 949746101 37,763 0 0.00 1,825 4.89 0.4795
2019-02-11 2018-12-31 13F WELLS FARGO & CO COM 949746101 37,763 0 0.00 1,740 -12.34 0.5119
2018-11-07 2018-09-30 13F WELLS FARGO & CO COM 949746101 37,763 0 0.00 1,985 -5.21 0.6011
2018-08-13 2018-06-30 13F WELLS FARGO & CO COM 949746101 37,763 -23 -0.06 2,094 5.76 0.6296
2018-05-10 2018-03-31 13F WELLS FARGO & CO COM 949746101 37,786 46 0.12 1,980 -13.54 0.6481
2018-02-08 2017-12-31 13F WELLS FARGO & CO COM 949746101 37,740 0 0.00 2,290 10.04 0.6982
2017-11-06 2017-09-30 13F WELLS FARGO & CO COM 949746101 37,740 0 0.00 2,081 -0.48 0.6736
2017-08-10 2017-06-30 13F WELLS FARGO & CO COM 949746101 37,740 0 0.00 2,091 -0.48 0.7408
2017-05-08 2017-03-31 13F WELLS FARGO & CO COM 949746101 37,740 -1,335 -3.42 2,101 -2.42 0.7675
2017-02-13 2016-12-31 13F WELLS FARGO & CO COM 949746101 39,075 0 0.00 2,153 24.45 0.6968
2016-11-14 2016-09-30 13F WELLS FARGO & CO COM 949746101 39,075 0 0.00 1,730 -6.44 0.6176
2016-08-15 2016-06-30 13F WELLS FARGO & CO COM 949746101 39,075 2,400 6.54 1,849 4.23 0.7136
2016-05-13 2016-03-31 13F WELLS FARGO & CO COM 949746101 36,675 4,100 12.59 1,774 0.17 0.7751
2016-02-12 2015-12-31 13F WELLS FARGO & CO COM 949746101 32,575 0 0.00 1,771 5.86 0.6822
2015-11-10 2015-09-30 13F WELLS FARGO & CO COM 949746101 32,575 0 0.00 1,673 -8.68 0.6767
2015-08-10 2015-06-30 13F WELLS FARGO & CO COM 949746101 32,575 0 0.00 1,832 3.39 0.6832
2015-05-13 2015-03-31 13F WELLS FARGO & CO COM 949746101 32,575 0 0.00 1,772 -0.78 0.6386
2015-02-13 2014-12-31 13F WELLS FARGO & CO COM 949746101 32,575 0 0.00 1,786 5.68 0.6800
2014-11-12 2014-09-30 13F WELLS FARGO & CO COM 949746101 32,575 0 0.00 1,690 -1.29 0.8127
2014-08-14 2014-06-30 13F WELLS FARGO & CO COM 949746101 32,575 -11,800 -26.59 1,712 -22.43 0.7597
2014-05-13 2014-03-31 13F WELLS FARGO & CO COM 949746101 44,375 0 0.00 2,207 9.53 1.2370
2014-02-11 2013-12-31 13F WELLS FARGO & CO COM 949746101 44,375 0 0.00 2,015 9.87 1.1222
2013-11-08 2013-09-30 13F WELLS FARGO & CO COM 949746101 44,375 -2,365 -5.06 1,834 -4.92 1.1008
2013-08-12 2013-06-30 13F WELLS FARGO & CO COM 949746101 46,740 46,740 1,929 1.3737
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.