Wells Fargo & Company
PE ˙ BVL ˙ US9497461015
DIESES SYMBOL IST NICHT MEHR AKTIV
SecurityPE:WFC / Wells Fargo & Company
InstitutionPatrick M Sweeney & Associates, Inc
Latest Disclosed Ownership6,640 shares
Latest Disclosed Value $ 528,613
Patrick M Sweeney & Associates, Inc reports 1.17% increase in ownership of WFC / Wells Fargo & Company

On May 7, 2026 - Patrick M Sweeney & Associates, Inc filed a 13F-HR form disclosing ownership of 6,640 shares of Wells Fargo & Company (PE:WFC) valued at $528,613 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 6,563 shares of Wells Fargo & Company. This represents a change in shares of 1.17% 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)
2026-05-07 2026-03-31 13F WELLS FARGO COM 949746101 6,640 77 1.17 529 -13.58 0.3389
2026-02-04 2025-12-31 13F WELLS FARGO CO COM 949746101 6,563 193 3.03 612 14.63 0.3826
2025-11-12 2025-09-30 13F WELLS FARGO COM 949746101 6,370 257 4.20 534 4.31 0.3452
2025-08-13 2025-06-30 13F WELLS FARGO COM 949746101 6,113 556 10.01 511 28.39 0.3516
2025-04-14 2025-03-31 13F WELL FARGO & CO COM 949746101 5,557 195 3.64 399 5.85 0.2980
2025-01-22 2024-12-31 13F WELL FARGO & CO COM 949746101 5,362 -1,065 -16.57 377 3.58 0.2822
2024-10-22 2024-09-30 13F WELL FARGO & CO COM 949746101 6,427 455 7.62 363 4.61 0.2668
2024-07-17 2024-06-30 13F WELL FARGO & CO COM 949746101 5,972 660 12.42 348 13.03 0.2810
2024-04-25 2024-03-31 13F WELL FARGO & CO COM 949746101 5,312 725 15.81 308 36.44 0.2532
2024-02-06 2023-12-31 13F WELL FARGO & CO COM 949746101 4,587 4,587 226 0.2065
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.