Wells Fargo & Company
PE ˙ BVL ˙ US9497461015
DETTE SYMBOL ER IKKE LÆNGERE AKTIVT
SecurityPE:WFC / Wells Fargo & Company
InstitutionSWS Partners
Latest Disclosed Ownership44,813 shares
Latest Disclosed Value $ 3,567,525
SWS Partners reports 8.37% decrease in ownership of WFC / Wells Fargo & Company

On April 21, 2026 - SWS Partners filed a 13F-HR form disclosing ownership of 44,813 shares of Wells Fargo & Company (PE:WFC) valued at $3,567,525 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 48,906 shares of Wells Fargo & Company. This represents a change in shares of -8.37% 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)
2026-04-21 2026-03-31 13F WELLS FARGO COM 949746101 44,813 -4,093 -8.37 3,568 -21.74 0.8799
2026-01-16 2025-12-31 13F WELLS FARGO CO COM 949746101 48,906 3,829 8.49 4,558 20.65 1.1003
2025-10-16 2025-09-30 13F WELLS FARGO CO COM 949746101 45,077 2,415 5.66 3,778 10.53 0.9222
2025-07-17 2025-06-30 13F WELLS FARGO CO COM 949746101 42,662 -1,823 -4.10 3,418 7.05 0.9223
2025-05-27 2025-03-31 13F/A-1 WELLS FARGO CO COM 949746101 44,485 -1,203 -2.63 3,194 -0.50 1.0481
2025-05-19 2025-03-31 13F WELLS FARGO CO COM 949746101 45,687 -1 3,209 0.9718
2025-02-06 2024-12-31 13F WELLS FARGO CO COM 949746101 45,688 -1,480 -3.14 3,209 20.46 0.9718
2024-10-15 2024-09-30 13F WELLS FARGO CO COM 949746101 47,168 -19,691 -29.45 2,665 -32.69 0.8488
2024-07-17 2024-06-30 13F WELLS FARGO CO COM 949746101 66,859 -2,648 -3.81 3,959 -1.74 1.1833
2024-04-30 2024-03-31 13F Wells Fargo WFC-US 949746101 69,507 3,231 4.88 4,029 23.48 1.2045
2024-02-13 2023-12-31 13F Wells Fargo WFC-US 949746101 66,276 -6,041 -8.35 3,262 10.43 1.0633
2023-11-09 2023-09-30 13F Wells Fargo WFC-US 949746101 72,317 4,741 7.02 2,955 2.50 1.0923
2023-08-17 2023-06-30 13F/A-2 Wells Fargo COM 949746101 67,576 -542 -0.80 2,883 13.20 1.0398
2023-07-26 2023-06-30 13F Wells Fargo COM 949746101 67,576 -542 2,883 1.0343
2023-05-09 2023-03-31 13F Wells Fargo COM 949746101 68,118 -2,265 -3.22 2,546 127,200.00 0.9479
2023-01-30 2022-12-31 13F Wells Fargo COM 949746101 70,383 10,460 17.46 3 -99.92 1.3782
2022-11-09 2022-09-30 13F Wells Fargo COM 949746101 59,923 -2,791 -4.45 2,410 -1.91 1.1165
2022-07-28 2022-06-30 13F Wells Fargo COM 949746101 62,714 1,721 2.82 2,457 -17.22 2.0683
2022-05-05 2022-03-31 13F Wells Fargo COM 949746101 60,993 -2,407 -3.80 2,968 -2.43 1.9412
2022-01-25 2021-12-31 13F Wells Fargo COM 949746101 63,400 4,833 8.25 3,042 11.92 1.7298
2021-11-08 2021-09-30 13F Wells Fargo COM 949746101 58,567 895 1.55 2,718 4.06 1.6840
2021-08-09 2021-06-30 13F Wells Fargo COM 949746101 57,672 -4,669 -7.49 2,612 7.22 1.6999
2021-05-17 2021-03-31 13F Wells Fargo COM 949746101 62,341 -511 -0.81 2,436 28.41 1.6765
2021-03-31 2020-12-31 13F Wells Fargo COM 949746101 62,852 -69 -0.11 1,897 28.26 0.8453
2020-11-13 2020-09-30 13F Wells Fargo COM 949746101 62,921 15,793 33.51 1,479 29.40 0.7409
2020-08-13 2020-06-30 13F WELLS FARGO COM 949746101 47,128 47,128 1,143 1.4554
2018-08-13 2018-06-30 13F WELLS FARGO BK N A COM 949746101 0 -27,660 -100.00 0 -100.00
2018-05-15 2018-03-31 13F WELLS FARGO BK N A COM 949746101 27,660 -1,561 -5.34 1,420 -19.91 1.0459
2018-02-15 2017-12-31 13F WELLS FARGO BK N A COM 949746101 29,221 29,221 1,773 1.3325
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.