Wells Fargo & Company
MX ˙ BMV ˙ US9497461015
SecurityMX:WFC / Wells Fargo & Company
InstitutionGreatmark Investment Partners, Inc.
Latest Disclosed Ownership11,003 shares
Latest Disclosed Value $ 875,949
Greatmark Investment Partners, Inc. reports 7.33% decrease in ownership of WFC / Wells Fargo & Company

On April 28, 2026 - Greatmark Investment Partners, Inc. filed a 13F-HR form disclosing ownership of 11,003 shares of Wells Fargo & Company (MX:WFC) valued at $875,949 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 11,873 shares of Wells Fargo & Company. This represents a change in shares of -7.33% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-28 2026-03-31 13F WELLS FARGO & CO COM Stock 949746101 11,003 -870 -7.33 876 -20.89 0.1026
2026-01-27 2025-12-31 13F WELLS FARGO CO NEW COM Stock 949746101 11,873 -650 -5.19 1,107 5.43 0.1309
2025-10-31 2025-09-30 13F WELLS FARGO CO NEW COM Stock 949746101 12,523 0 0.00 1,050 4.59 0.1258
2025-07-30 2025-06-30 13F WELLS FARGO CO NEW COM Stock 949746101 12,523 -2,520 -16.75 1,003 -7.04 0.1260
2025-05-01 2025-03-31 13F WELLS FARGO CO NEW COM Stock 949746101 15,043 -1,605 -9.64 1,080 -7.70 0.1473
2025-02-10 2024-12-31 13F WELLS FARGO CO NEW COM Stock 949746101 16,648 -1,625 -8.89 1,169 13.28 0.1592
2024-10-31 2024-09-30 13F WELLS FARGO CO NEW COM Stock 949746101 18,273 800 4.58 1,032 -0.48 0.1400
2024-08-08 2024-06-30 13F WELLS FARGO CO NEW COM Stock 949746101 17,473 0 0.00 1,038 2.47 0.1514
2024-05-09 2024-03-31 13F WELLS FARGO CO NEW COM Stock 949746101 17,473 -249 -1.41 1,013 16.06 0.1439
2024-02-05 2023-12-31 13F WELLS FARGO CO NEW COM Stock 949746101 17,722 374 2.16 872 23.16 0.1367
2023-11-08 2023-09-30 13F WELLS FARGO CO NEW COM Stock 949746101 17,348 -460 -2.58 709 -6.84 0.1253
2023-08-02 2023-06-30 13F WELLS FARGO CO NEW COM Stock 949746101 17,808 -310,869 -94.58 760 -93.81 0.1279
2023-04-28 2023-03-31 13F WELLS FARGO CO NEW COM Stock 949746101 328,677 -4,250 -1.28 12,286 -10.63 2.1904
2023-01-30 2022-12-31 13F WELLS FARGO CO NEW COM Stock 949746101 332,927 -13,913 -4.01 13,747 -1.46 2.5138
2022-11-08 2022-09-30 13F WELLS FARGO CO NEW COM Stock 949746101 346,840 9,320 2.76 13,950 5.51 2.6925
2022-07-28 2022-06-30 13F WELLS FARGO CO NEW COM Stock 949746101 337,520 20,669 6.52 13,221 -13.90 2.5377
2022-04-27 2022-03-31 13F WELLS FARGO CO NEW COM Stock 949746101 316,851 9,950 3.24 15,355 4.28 2.5243
2022-02-03 2021-12-31 13F WELLS FARGO CO NEW COM Stock 949746101 306,901 1,413 0.46 14,725 3.86 2.4725
2021-11-02 2021-09-30 13F WELLS FARGO CO NEW COM Stock 949746101 305,488 8,520 2.87 14,178 5.41 2.6554
2021-08-23 2021-06-30 13F WELLS FARGO CO NEW COM Stock 949746101 296,968 10,255 3.58 13,450 20.07 2.4329
2021-05-04 2021-03-31 13F WELLS FARGO CO NEW COM Stock 949746101 286,713 400 0.14 11,202 29.64 2.1886
2021-02-08 2020-12-31 13F WELLS FARGO CO NEW COM Stock 949746101 286,313 -32,324 -10.14 8,641 15.35 1.8698
2020-10-28 2020-09-30 13F WELLS FARGO CO NEW COM Stock 949746101 318,637 81,393 34.31 7,491 23.35 1.8826
2020-08-04 2020-06-30 13F WELLS FARGO CO NEW COM Stock 949746101 237,244 46,043 24.08 6,073 10.68 1.5999
2020-04-29 2020-03-31 13F WELLS FARGO CO NEW COM Stock 949746101 191,201 32,405 20.41 5,487 -35.77 1.7631
2020-01-31 2019-12-31 13F WELLS FARGO CO NEW COM Stock 949746101 158,796 15,973 11.18 8,543 18.59 2.1099
2019-10-30 2019-09-30 13F WELLS FARGO CO NEW COM Stock 949746101 142,823 12,113 9.27 7,204 16.48 1.9724
2019-08-05 2019-06-30 13F WELLS FARGO CO NEW COM Stock 949746101 130,710 12,872 10.92 6,185 8.62 1.8467
2019-05-07 2019-03-31 13F WELLS FARGO CO NEW COM Stock 949746101 117,838 4,769 4.22 5,694 9.29 1.7960
2019-02-01 2018-12-31 13F WELLS FARGO CO NEW COM Stock 949746101 113,069 18,651 19.75 5,210 4.98 1.8667
2018-10-31 2018-09-30 13F WELLS FARGO CO NEW COM Stock 949746101 94,418 6,660 7.59 4,963 2.01 1.5628
2018-08-03 2018-06-30 13F Wells Fargo & Co COM 949746101 87,758 3,315 3.93 4,865 9.92 1.6793
2018-05-04 2018-03-31 13F WELLS FARGO CO NEW COM Stock 949746101 84,443 5,072 6.39 4,426 -8.08 1.6126
2018-02-01 2017-12-31 13F Wells Fargo & Co COM 949746101 79,371 -2,545 -3.11 4,815 6.57 1.7451
2017-11-02 2017-09-30 13F Wells Fargo & Co COM 949746101 81,916 3,505 4.47 4,518 3.98 1.7290
2017-08-01 2017-06-30 13F Wells Fargo & Co COM 949746101 78,411 5,775 7.95 4,345 7.47 1.7400
2017-05-02 2017-03-31 13F Wells Fargo & Co COM 949746101 72,636 1,105 1.54 4,043 2.56 1.6642
2017-02-01 2016-12-31 13F Wells Fargo & Co COM 949746101 71,531 3,584 5.27 3,942 31.01 1.6587
2016-10-31 2016-09-30 13F Wells Fargo & Co COM 949746101 67,947 1,580 2.38 3,009 -4.20 1.3097
2016-07-29 2016-06-30 13F Wells Fargo & Co COM 949746101 66,367 2,680 4.21 3,141 1.98 1.4015
2016-04-29 2016-03-31 13F Wells Fargo & Co COM 949746101 63,687 4,531 7.66 3,080 -4.23 1.3939
2016-01-29 2015-12-31 13F Wells Fargo & Co COM 949746101 59,156 299 0.51 3,216 6.42 1.4092
2015-10-30 2015-09-30 13F Wells Fargo & Co COM 949746101 58,857 957 1.65 3,022 -7.19 1.3975
2015-08-07 2015-06-30 13F/A-1 Wells Fargo & Co COM 949746101 57,900 -101 -0.17 3,256 3.20 1.3918
2015-07-30 2015-06-30 13F Wells Fargo & Co COM 949746101 57,900 3,256
2015-04-30 2015-03-31 13F Wells Fargo & Co COM 949746101 58,001 58,001 0.17 3,155 -3.10 1.3541
2015-01-30 2014-12-31 13F Wells Fargo & Co COM 949746101 0 -58,670 -100.00 0 -100.00
2014-10-31 2014-09-30 13F Wells Fargo & Co COM 949746101 58,670 -350 -0.59 3,043 -1.90 1.4118
2014-08-01 2014-06-30 13F Wells Fargo & Co COM 949746101 59,020 -218 -0.37 3,102 5.30 1.2993
2014-04-30 2014-03-31 13F Wells Fargo & Co COM 949746101 59,238 7 0.01 2,946 9.56 1.3126
2014-01-31 2013-12-31 13F Wells Fargo & Co COM 949746101 59,231 108 0.18 2,689 10.07 1.2732
2013-10-30 2013-09-30 13F Wells Fargo & Co COM 949746101 59,123 7 0.01 2,443 0.12 1.2727
2013-08-05 2013-06-30 13F Wells Fargo & Co COM 949746101 59,116 59,116 2,440 1.5673
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.