Wells Fargo & Company
PE ˙ BVL ˙ US9497461015
DIESES SYMBOL IST NICHT MEHR AKTIV
SecurityPE:WFC / Wells Fargo & Company
InstitutionSand Hill Global Advisors, LLC
Latest Disclosed Ownership5,347 shares
Latest Disclosed Value $ 425,707
Sand Hill Global Advisors, LLC reports 1.69% increase in ownership of WFC / Wells Fargo & Company

On May 14, 2026 - Sand Hill Global Advisors, LLC filed a 13F-HR form disclosing ownership of 5,347 shares of Wells Fargo & Company (PE:WFC) valued at $425,707 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 5,258 shares of Wells Fargo & Company. This represents a change in shares of 1.69% 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)
2026-05-14 2026-03-31 13F WELLS FARGO COM 949746101 5,347 89 1.69 426 -13.27 0.0143
2026-02-12 2025-12-31 13F WELLS FARGO CO COM 949746101 5,258 261 5.22 490 17.22 0.0171
2025-11-12 2025-09-30 13F WELLS FARGO CO COM 949746101 4,997 0 0.00 419 4.50 0.0147
2025-08-14 2025-06-30 13F WELLS FARGO CO COM 949746101 4,997 10 0.20 400 11.73 0.0149
2025-05-13 2025-03-31 13F WELLS FARGO CO COM 949746101 4,987 -1,214 -19.58 358 -17.70 0.0147
2025-02-13 2024-12-31 13F WELLS FARGO CO COM 949746101 6,201 -517 -7.70 436 14.78 0.0184
2024-11-12 2024-09-30 13F WELLS FARGO CO COM 949746101 6,718 0 0.00 380 -4.77 0.0160
2024-08-13 2024-06-30 13F WELLS FARGO CO COM 949746101 6,718 0 0.00 399 2.31 0.0181
2024-05-13 2024-03-31 13F WELLS FARGO CO COM 949746101 6,718 -638 -8.67 389 7.46 0.0185
2024-02-09 2023-12-31 13F WELLS FARGO CO COM 949746101 7,356 638 9.50 362 32.12 0.0174
2023-11-13 2023-09-30 13F WELLS FARGO CO COM 949746101 6,718 0 0.00 274 -4.20 0.0151
2023-08-11 2023-06-30 13F WELLS FARGO CO COM 949746101 6,718 0 0.00 287 13.94 0.0142
2023-05-12 2023-03-31 13F WELLS FARGO CO COM 949746101 6,718 0 0.00 251 -9.39 0.0135
2023-02-10 2022-12-31 13F WELLS FARGO CO COM 949746101 6,718 -214 -3.09 277 -0.72 0.0157
2022-11-14 2022-09-30 13F WELLS FARGO CO COM 949746101 6,932 -779 -10.10 279 -7.62 0.0176
2022-08-15 2022-06-30 13F WELLS FARGO CO COM 949746101 7,711 513 7.13 302 -13.47 0.0172
2022-05-13 2022-03-31 13F WELLS FARGO CO COM 949746101 7,198 -967 -11.84 349 -10.97 0.0193
2022-02-11 2021-12-31 13F WELLS FARGO CO COM 949746101 8,165 105 1.30 392 4.81 0.0220
2021-11-15 2021-09-30 13F WELLS FARGO CO COM 949746101 8,060 2,248 38.68 374 42.21 0.0227
2021-08-13 2021-06-30 13F WELLS FARGO CO COM 949746101 5,812 149 2.63 263 19.00 0.0161
2021-05-13 2021-03-31 13F WELLS FARGO CO COM 949746101 5,663 5,663 221 0.0144
2021-02-11 2020-12-31 13F WELLS FARGO CO COM 949746101 0 -9,998 -100.00 0 -100.00
2020-11-10 2020-09-30 13F WELLS FARGO CO COM 949746101 9,998 -62 -0.62 235 -8.91 0.0179
2020-08-13 2020-06-30 13F WELLS FARGO CO COM 949746101 10,060 -452 -4.30 258 -14.57 0.0206
2020-05-14 2020-03-31 13F WELLS FARGO CO COM 949746101 10,512 -883 -7.75 302 -50.73 0.0287
2020-02-13 2019-12-31 13F WELLS FARGO CO COM 949746101 11,395 987 9.48 613 16.76 0.0555
2019-11-14 2019-09-30 13F WELLS FARGO CO COM 949746101 10,408 -658 -5.95 525 0.19 0.0492
2019-08-13 2019-06-30 13F WELLS FARGO CO COM 949746101 11,066 -55 -0.49 524 -2.42 0.0537
2019-05-03 2019-03-31 13F WELLS FARGO CO COM 949746101 11,121 -945 -7.83 537 -3.42 0.0548
2019-02-14 2018-12-31 13F WELLS FARGO CO COM 949746101 12,066 -3,990 -24.85 556 -34.12 0.0598
2018-11-13 2018-09-30 13F WELLS FARGO CO COM 949746101 16,056 -1,835 -10.26 844 -14.92 0.0804
2018-08-10 2018-06-30 13F WELLS FARGO CO COM 949746101 17,891 95 0.53 992 6.32 0.0978
2018-05-10 2018-03-31 13F WELLS FARGO CO COM 949746101 17,796 -9,660 -35.18 933 -44.00 0.9009
2018-02-13 2017-12-31 13F WELLS FARGO CO COM 949746101 27,456 -1,667 -5.72 1,666 3.74 0.1657
2017-11-14 2017-09-30 13F WELLS FARGO CO COM 949746101 29,123 9,089 45.37 1,606 44.68 0.1713
2017-08-10 2017-06-30 13F WELLS FARGO CO COM 949746101 20,034 8,666 76.23 1,110 75.36 0.1264
2017-05-04 2017-03-31 13F Wells Fargo COM 949746101 11,368 -10,436 -47.86 633 -47.29 0.0819
2017-02-13 2016-12-31 13F Wells Fargo COM 949746101 21,804 1,244 6.05 1,201 31.98 0.1650
2016-11-14 2016-09-30 13F Wells Fargo COM 949746101 20,560 -82,732 -80.10 910 -81.39 0.1387
2016-08-10 2016-06-30 13F Wells Fargo COM 949746101 103,292 807 0.79 4,889 -1.37 0.7695
2016-05-13 2016-03-31 13F Wells Fargo COM 949746101 102,485 3,648 3.69 4,957 -7.74 0.7532
2016-02-12 2015-12-31 13F Wells Fargo COM 949746101 98,837 -2,297 -2.27 5,373 3.47 0.8629
2015-11-12 2015-09-30 13F Wells Fargo COM 949746101 101,134 4,542 4.70 5,193 -4.42 0.8304
2015-08-13 2015-06-30 13F Wells Fargo COM 949746101 96,592 -1,016 -1.04 5,433 2.32 0.8831
2015-05-14 2015-03-31 13F Wells Fargo COM 949746101 97,608 -3,870 -3.81 5,310 -4.55 0.8648
2015-02-13 2014-12-31 13F Wells Fargo COM 949746101 101,478 -3,347 -3.19 5,563 2.32 0.9536
2014-11-14 2014-09-30 13F Wells Fargo COM 949746101 104,825 4,989 5.00 5,437 3.62 0.9044
2014-08-14 2014-06-30 13F Wells Fargo COM 949746101 99,836 -2,005 -1.97 5,247 3.57 0.9889
2014-05-12 2014-03-31 13F Wells Fargo COM 949746101 101,841 110 0.11 5,066 9.68 1.0251
2014-02-20 2013-12-31 13F Wells Fargo COM 949746101 101,731 -27,222 -21.11 4,619 -13.31 0.9811
2013-11-07 2013-09-30 13F Wells Fargo COM 949746101 128,953 38,175 42.05 5,328 42.19 0.9182
2013-08-05 2013-06-30 13F Wells Fargo COM 949746101 90,778 90,778 3,747 1.0328
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.