Wells Fargo & Company
PE ˙ BVL ˙ US9497461015
DIESES SYMBOL IST NICHT MEHR AKTIV
SecurityPE:WFC / Wells Fargo & Company
InstitutionRosenberg Matthew Hamilton
Latest Disclosed Ownership4,405 shares
Latest Disclosed Value $ 350,682
Rosenberg Matthew Hamilton reports 3.40% increase in ownership of WFC / Wells Fargo & Company

On April 6, 2026 - Rosenberg Matthew Hamilton filed a 13F-HR form disclosing ownership of 4,405 shares of Wells Fargo & Company (PE:WFC) valued at $350,682 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 5, 2026 disclosing 4,260 shares of Wells Fargo & Company. This represents a change in shares of 3.40% 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)
2026-04-06 2026-03-31 13F WELLS FARGO & CO COM Stock 949746101 4,405 145 3.40 351 -11.84 0.0719
2026-01-05 2025-12-31 13F WELLS FARGO CO NEW COM Stock 949746101 4,260 -18 -0.42 397 10.89 0.0822
2025-11-10 2025-09-30 13F WELLS FARGO CO NEW COM Stock 949746101 4,278 0 0.00 359 4.68 0.0775
2025-07-28 2025-06-30 13F WELLS FARGO CO NEW COM Stock 949746101 4,278 1,584 58.80 343 77.20 0.0797
2025-04-28 2025-03-31 13F WELLS FARGO CO NEW COM Stock 949746101 2,694 0 0.00 193 2.12 0.0485
2025-01-14 2024-12-31 13F WELLS FARGO CO NEW COM Stock 949746101 2,694 121 4.70 189 30.34 0.0492
2024-10-28 2024-09-30 13F WELLS FARGO CO NEW COM Stock 949746101 2,573 0 0.00 145 -6.45 0.0380
2024-07-26 2024-06-30 13F WELLS FARGO CO NEW COM Stock 949746101 2,573 0 0.00 156 4.73 0.0460
2024-04-22 2024-03-31 13F WELLS FARGO CO NEW COM Stock 949746101 2,573 -179 -6.50 148 9.63 0.0428
2024-01-16 2023-12-31 13F WELLS FARGO CO NEW COM Stock 949746101 2,752 -502 -15.43 135 2.27 0.0417
2023-10-11 2023-09-30 13F WELLS FARGO CO NEW COM Stock 949746101 3,254 240 7.96 133 3.13 0.0443
2023-07-26 2023-06-30 13F WELLS FARGO CO NEW COM Stock 949746101 3,014 -451 -13.02 129 -0.78 0.0435
2023-04-17 2023-03-31 13F WELLS FARGO CO NEW COM Stock 949746101 3,465 0 0.00 130 -9.79 0.0418
2023-01-19 2022-12-31 13F WELLS FARGO CO NEW COM Stock 949746101 3,465 0 0.00 143 2.88 0.0485
2022-10-21 2022-09-30 13F WELLS FARGO CO NEW COM Stock 949746101 3,465 7 0.20 139 0.72 0.0537
2022-07-15 2022-06-30 13F WELLS FARGO CO NEW COM Stock 949746101 3,458 -305 -8.11 138 -24.18 0.0520
2022-04-14 2022-03-31 13F WELLS FARGO CO NEW COM Stock 949746101 3,763 1,143 43.63 182 44.44 0.0637
2022-01-20 2021-12-31 13F WELLS FARGO NEW COM 949746101 2,620 -1,222 -31.81 126 -4.55 0.0448
2021-10-12 2021-09-30 13F WELLS FARGO CO COM 949746101 3,842 1,709 80.12 132 36.08 0.0521
2021-07-26 2021-06-30 13F WELLS FARGO CO COM 949746101 2,133 0 0.00 97 16.87 0.0505
2021-04-30 2021-03-31 13F WELLS FARGO CO COM 949746101 2,133 -374 -14.92 83 9.21 0.0474
2021-02-03 2020-12-31 13F WELLS FARGO CO COM 949746101 2,507 -1,004 -28.60 76 -11.63 0.0474
2020-10-16 2020-09-30 13F WELLS FARGO CO COM 949746101 3,511 -3,384 -49.08 86 -51.41 0.0632
2020-08-04 2020-06-30 13F WELLS FARGO CO COM 949746101 6,895 -137,150 -95.21 177 22.07 0.1410
2020-05-14 2020-03-31 13F WELLS FARGO CO COM 949746101 144,045 144,045 145 0.1442
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.