Wells Fargo & Company
MX ˙ BMV ˙ US9497461015
SecurityMX:WFC / Wells Fargo & Company
InstitutionCohen & Steers, Inc.
Latest Disclosed Ownership3,500 shares
Latest Disclosed Value $ 279
Cohen & Steers, Inc. reports 29.63% increase in ownership of WFC / Wells Fargo & Company

On May 15, 2026 - Cohen & Steers, Inc. filed a 13F-HR form disclosing ownership of 3,500 shares of Wells Fargo & Company (MX:WFC) valued at $279 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 2,700 shares of Wells Fargo & Company.

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)
2026-05-15 2026-03-31 13F Wells Fargo COM 949746101 3,500 800 29.63 0 0.0005
2026-02-13 2025-12-31 13F Wells Fargo COM 949746101 2,700 0 0.00 0 0.0005
2025-11-14 2025-09-30 13F Wells Fargo COM 949746101 2,700 0 0.00 0 0.0004
2025-08-14 2025-06-30 13F Wells Fargo COM 949746101 2,700 -1,900 -41.30 0 0.0004
2025-05-15 2025-03-31 13F Wells Fargo COM 949746101 4,600 4,600 0 0.0006
2018-05-14 2018-03-31 13F Wells Fargo COM 949746101 0 -316,063 -100.00 0 -100.00
2018-02-14 2017-12-31 13F Wells Fargo COM 949746101 316,063 -4,594 -1.43 19,176 8.44 0.0530
2017-11-14 2017-09-30 13F Wells Fargo COM 949746101 320,657 -46,779 -12.73 17,684 -13.14 0.0482
2017-08-14 2017-06-30 13F Wells Fargo COM 949746101 367,436 -198,551 -35.08 20,360 -35.37 0.0540
2017-05-15 2017-03-31 13F Wells Fargo COM 949746101 565,987 -115,107 -16.90 31,503 -16.07 0.0843
2017-02-14 2016-12-31 13F Wells Fargo COM 949746101 681,094 95,458 16.30 37,535 44.74 0.1037
2016-11-14 2016-09-30 13F Wells Fargo COM 949746101 585,636 73,523 14.36 25,932 6.99 0.0665
2016-08-22 2016-06-30 13F/A-2 Wells Fargo COM 949746101 512,113 12,800 2.56 24,238 0.38 0.0627
2016-08-18 2016-06-30 13F/A-1 Wells Fargo COM 949746101 67,615 -444,498 430 1,126.6078
2016-08-15 2016-06-30 13F Wells Fargo COM 949746101 512,113 24,238
2016-05-16 2016-03-31 13F Wells Fargo COM 949746101 499,313 17,600 3.65 24,147 -7.79 0.0669
2016-02-16 2015-12-31 13F Wells Fargo COM 949746101 481,713 -19,600 -3.91 26,186 1.72 0.0753
2015-11-16 2015-09-30 13F Wells Fargo COM 949746101 501,313 41,900 9.12 25,742 -0.37 0.0779
2015-08-14 2015-06-30 13F Wells Fargo COM 949746101 459,413 10,700 2.38 25,837 5.85 0.0784
2015-05-15 2015-03-31 13F Wells Fargo COM 949746101 448,713 448,713 0.00 24,410 0.0660
2015-02-17 2014-12-31 13F Wells Fargo COM 949746101 0 -379,913 -100.00 0 -100.00
2014-11-14 2014-09-30 13F Wells Fargo COM 949746101 379,913 -611,596 -61.68 19,706 -62.19 0.0596
2014-08-14 2014-06-30 13F Wells Fargo COM 949746101 991,509 -219,470 -18.12 52,114 -13.48 0.1493
2014-05-15 2014-03-31 13F Wells Fargo COM 949746101 1,210,979 -140,500 -10.40 60,234 -1.83 0.1821
2014-02-14 2013-12-31 13F Wells Fargo COM 949746101 1,351,479 -805,100 -37.33 61,357 -31.14 0.2004
2013-11-14 2013-09-30 13F Wells Fargo COM 949746101 2,156,579 -232,284 -9.72 89,110 -9.61 0.2876
2013-08-14 2013-06-30 13F Wells Fargo COM 949746101 2,388,863 2,388,863 98,588 0.3064
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.