Wells Fargo & Company
PE ˙ BVL ˙ US9497461015
DIESES SYMBOL IST NICHT MEHR AKTIV
SecurityPE:WFC / Wells Fargo & Company
InstitutionOsborne Partners Capital Management, Llc
Latest Disclosed Ownership16,738 shares
Latest Disclosed Value $ 1,332,512
Osborne Partners Capital Management, Llc reports 0.16% increase in ownership of WFC / Wells Fargo & Company

On April 27, 2026 - Osborne Partners Capital Management, Llc filed a 13F-HR form disclosing ownership of 16,738 shares of Wells Fargo & Company (PE:WFC) valued at $1,332,512 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 16,712 shares of Wells Fargo & Company. This represents a change in shares of 0.16% 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)
2026-04-27 2026-03-31 13F WELLS FARGO COM 949746101 16,738 26 0.16 1,333 -14.45 0.0705
2026-01-27 2025-12-31 13F WELLS FARGO CO COM 949746101 16,712 -99 -0.59 1,558 10.50 0.0802
2025-10-30 2025-09-30 13F WELLS FARGO CO COM 949746101 16,811 6,650 65.45 1,409 73.10 0.0715
2025-08-12 2025-06-30 13F WELLS FARGO CO COM 949746101 10,161 0 0.00 814 11.66 0.0433
2025-04-21 2025-03-31 13F WELLS FARGO CO COM 949746101 10,161 -240 -2.31 729 -0.14 0.0421
2025-01-24 2024-12-31 13F WELLS FARGO CO COM 949746101 10,401 -100 -0.95 731 23.10 0.0423
2024-10-23 2024-09-30 13F WELLS FARGO CO COM 949746101 10,501 0 0.00 593 -4.82 0.0336
2024-07-22 2024-06-30 13F WELLS FARGO CO COM 949746101 10,501 0 0.00 624 2.47 0.0374
2024-04-25 2024-03-31 13F WELLS FARGO CO COM 949746101 10,501 0 0.00 609 17.83 0.0375
2024-01-22 2023-12-31 13F WELLS FARGO CO COM 949746101 10,501 -454 -4.14 517 15.44 0.0338
2023-10-26 2023-09-30 13F WELLS FARGO CO COM 949746101 10,955 -1,694 -13.39 448 -17.07 0.0331
2023-07-20 2023-06-30 13F WELLS FARGO CO COM 949746101 12,649 -546 -4.14 540 9.33 0.0389
2023-04-24 2023-03-31 13F WELLS FARGO CO COM 949746101 13,195 546 4.32 493 -5.56 0.0362
2023-01-24 2022-12-31 13F WELLS FARGO CO COM 949746101 12,649 -27,102 -68.18 522 -67.35 0.0410
2022-10-27 2022-09-30 13F WELLS FARGO CO COM 949746101 39,751 2,556 6.87 1,599 9.75 0.1338
2022-08-01 2022-06-30 13F WELLS FARGO CO COM 949746101 37,195 24,944 203.61 1,457 145.29 0.1115
2022-05-05 2022-03-31 13F WELLS FARGO CO COM 949746101 12,251 -609 -4.74 594 -3.73 0.0438
2022-01-31 2021-12-31 13F WELLS FARGO CO COM 949746101 12,860 460 3.71 617 7.30 0.0450
2021-10-25 2021-09-30 13F WELLS FARGO CO COM 949746101 12,400 -325 -2.55 575 -0.17 0.0462
2021-08-09 2021-06-30 13F WELLS FARGO CO COM 949746101 12,725 400 3.25 576 19.50 0.0474
2021-08-09 2021-03-31 13F/A-1 WELLS FARGO CO COM 949746101 12,325 -39,240 -76.10 482 -69.02 0.0439
2021-04-27 2021-03-31 13F Wells Fargo COM 949746101 47,990 -3,575 1,875 0.2157
2021-02-01 2020-12-31 13F Wells Fargo COM 949746101 51,565 18,000 53.63 1,556 97.21 0.1902
2020-10-28 2020-09-30 13F Wells Fargo COM 949746101 33,565 -1,576 -4.48 789 -12.33 0.1588
2020-07-23 2020-06-30 13F Wells Fargo COM 949746101 35,141 -294 -0.83 900 -11.50 0.1926
2020-04-29 2020-03-31 13F Wells Fargo COM 949746101 35,435 401 1.14 1,017 -46.05 0.2648
2020-01-27 2019-12-31 13F Wells Fargo COM 949746101 35,034 -16,752 -32.35 1,885 -27.83 0.3816
2019-10-25 2019-09-30 13F Wells Fargo COM 949746101 51,786 -149,016 -74.21 2,612 -72.51 0.5246
2019-07-18 2019-06-30 13F Wells Fargo COM 949746101 200,802 -30,664 -13.25 9,502 -15.04 1.8180
2019-04-24 2019-03-31 13F Wells Fargo COM 949746101 231,466 27,247 13.34 11,184 18.85 2.1841
2019-01-28 2018-12-31 13F Wells Fargo COM 949746101 204,219 -31,382 -13.32 9,410 -24.01 1.4076
2018-10-26 2018-09-30 13F Wells Fargo COM 949746101 235,601 1,312 0.56 12,383 -4.67 1.5828
2018-07-19 2018-06-30 13F Wells Fargo COM 949746101 234,289 -3,375 -1.42 12,989 4.28 1.7699
2018-04-19 2018-03-31 13F Wells Fargo COM 949746101 237,664 -3,939 -1.63 12,456 -15.02 1.7152
2018-01-24 2017-12-31 13F Wells Fargo COM 949746101 241,603 -3,096 -1.27 14,658 8.62 1.9417
2017-10-19 2017-09-30 13F Wells Fargo COM 949746101 244,699 -108,994 -30.82 13,495 -31.14 1.8476
2017-07-24 2017-06-30 13F Wells Fargo COM 949746101 353,693 3,832 1.10 19,598 0.64 2.7879
2017-04-24 2017-03-31 13F Wells Fargo COM 949746101 349,861 -4,887 -1.38 19,473 -0.39 2.7884
2017-01-26 2016-12-31 13F Wells Fargo COM 949746101 354,748 -154,523 -30.34 19,550 -13.31 2.8607
2016-11-02 2016-09-30 13F Wells Fargo COM 949746101 509,271 -16,033 -3.05 22,551 -9.30 3.3761
2016-07-19 2016-06-30 13F Wells Fargo COM 949746101 525,304 -1,340 -0.25 24,863 -2.38 3.7073
2016-04-14 2016-03-31 13F Wells Fargo COM 949746101 526,644 10,450 2.02 25,468 -9.24 3.7364
2016-01-20 2015-12-31 13F Wells Fargo COM 949746101 516,194 664 0.13 28,060 6.00 4.0813
2015-10-16 2015-09-30 13F Wells Fargo COM 949746101 515,530 604 0.12 26,472 -8.59 3.8903
2015-07-21 2015-06-30 13F Wells Fargo COM 949746101 514,926 -2,933 -0.57 28,959 2.79 3.8765
2015-04-28 2015-03-31 13F Wells Fargo COM 949746101 517,859 -41,618 -7.44 28,172 -8.15 3.7021
2015-01-20 2014-12-31 13F Wells Fargo COM 949746101 559,477 3,027 0.54 30,671 6.26 3.7095
2014-10-22 2014-09-30 13F Wells Fargo COM 949746101 556,450 1,449 0.26 28,863 -1.06 3.7286
2014-07-16 2014-06-30 13F Wells Fargo COM 949746101 555,001 -7,582 -1.35 29,171 4.25 3.7536
2014-04-18 2014-03-31 13F Wells Fargo COM 949746101 562,583 2,743 0.49 27,983 10.10 3.6646
2014-01-29 2013-12-31 13F Wells Fargo COM 949746101 559,840 2,375 0.43 25,417 10.35 3.3138
2013-10-18 2013-09-30 13F Wells Fargo COM 949746101 557,465 21,521 4.02 23,034 4.14 3.2125
2013-07-30 2013-06-30 13F Wells Fargo COM 949746101 535,944 535,944 22,118 3.1654
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.