Wells Fargo & Company
PE ˙ BVL ˙ US9497461015
DIESES SYMBOL IST NICHT MEHR AKTIV
SecurityPE:WFC / Wells Fargo & Company
InstitutionSamalin Investment Counsel, LLC
Latest Disclosed Ownership4,879 shares
Latest Disclosed Value $ 388,456
Samalin Investment Counsel, LLC reports 0.12% decrease in ownership of WFC / Wells Fargo & Company

On April 22, 2026 - Samalin Investment Counsel, LLC filed a 13F-HR form disclosing ownership of 4,879 shares of Wells Fargo & Company (PE:WFC) valued at $388,456 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 4,885 shares of Wells Fargo & Company. This represents a change in shares of -0.12% 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)
2026-04-22 2026-03-31 13F WELLS FARGO COM 949746101 4,879 -6 -0.12 388 -14.73 0.1377
2026-01-30 2025-12-31 13F WELLS FARGO CO COM 949746101 4,885 -72 -1.45 455 9.64 0.1615
2025-10-30 2025-09-30 13F WELLS FARGO CO COM 949746101 4,957 333 7.20 416 12.16 0.1430
2025-08-07 2025-06-30 13F WELLS FARGO CO COM 949746101 4,624 -227 -4.68 371 6.32 0.1420
2025-05-14 2025-03-31 13F WELLS FARGO CO COM 949746101 4,851 354 7.87 348 10.48 0.1412
2025-02-11 2024-12-31 13F WELLS FARGO CO COM 949746101 4,497 109 2.48 316 27.53 0.1356
2024-11-13 2024-09-30 13F WELLS FARGO CO COM 949746101 4,388 24 0.55 248 -4.63 0.1079
2024-08-13 2024-06-30 13F WELLS FARGO CO COM 949746101 4,364 19 0.44 259 3.19 0.1211
2024-05-13 2024-03-31 13F WELLS FARGO CO COM 949746101 4,345 22 0.51 252 18.40 0.1200
2024-02-14 2023-12-31 13F WELLS FARGO CO COM 949746101 4,323 4,323 213 0.1075
2023-11-13 2023-09-30 13F WELLS FARGO CO COM 949746101 0 -4,853 -100.00 0 -100.00
2023-08-03 2023-06-30 13F WELLS FARGO CO COM 949746101 4,853 4,853 207 0.1120
2023-05-09 2023-03-31 13F WELLS FARGO CO COM 949746101 0 -4,892 -100.00 0 -100.00
2023-02-10 2022-12-31 13F WELLS FARGO CO COM 949746101 4,892 4,892 202 0.1277
2022-08-15 2022-06-30 13F WELLS FARGO CO COM 949746101 0 -5,399 -100.00 0 -100.00 0.0000
2022-10-14 2022-03-31 13F/A-1 WELLS FARGO CO COM 949746101 5,399 17 0.32 0 0.1588
2022-05-16 2022-03-31 13F WELLS FARGO CO COM 949746101 5,399 17 262 0.1391
2022-10-14 2021-12-31 13F/A-1 WELLS FARGO CO COM 949746101 5,382 -5 -0.09 0 0.1549
2022-02-15 2021-12-31 13F WELLS FARGO CO COM 949746101 5,382 -5 258 0.1362
2022-10-14 2021-09-30 13F/A-1 WELLS FARGO CO COM 949746101 5,387 16 0.30 0 -100.00 0.1626
2021-11-15 2021-09-30 13F WELLS FARGO CO COM 949746101 5,387 16 250 0.1410
2022-10-14 2021-06-30 13F/A-1 WELLS FARGO CO COM 949746101 5,371 -2,102 -28.13 243 -16.49 0.1575
2021-08-12 2021-06-30 13F WELLS FARGO CO COM 949746101 5,371 -2,102 243 0.1383
2021-05-11 2021-03-31 13F WELLS FARGO CO NEW COM COM 949746101 7,473 -1,185 -13.69 291 11.49 0.1952
2022-10-14 2020-12-31 13F/A-1 WELLS FARGO CO NEW COM COM 949746101 8,658 -3,256 -27.33 0 -100.00 0.1960
2021-02-09 2020-12-31 13F WELLS FARGO CO NEW COM COM 949746101 8,658 -3,256 261 0.1676
2022-10-14 2020-09-30 13F/A-1 WELLS FARGO CO NEW COM COM 949746101 11,914 -3,470 -22.56 280 -28.75 0.2498
2020-11-10 2020-09-30 13F WELLS FARGO CO NEW COM COM 949746101 11,914 -3,470 280 0.2152
2020-08-05 2020-06-30 13F WELLS FARGO CO NEW COM COM 949746101 15,384 5,833 61.07 393 43.43 0.4117
2020-05-04 2020-03-31 13F WELLS FARGO CO NEW COM COM 949746101 9,551 947 11.01 274 -40.69 0.3666
2020-02-05 2019-12-31 13F WELLS FARGO CO NEW COM COM 949746101 8,604 8,604 462 0.3880
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.