Wells Fargo & Company
US ˙ NYSE ˙ US9497461015

SecurityWFC / Wells Fargo & Company
InstitutionSigma Planning Corp
Latest Disclosed Ownership62,097 shares
Latest Disclosed Value $ 4,943,556
Sigma Planning Corp reports 7.80% increase in ownership of WFC / Wells Fargo & Company

On May 4, 2026 - Sigma Planning Corp filed a 13F-HR form disclosing ownership of 62,097 shares of Wells Fargo & Company (US:WFC) valued at $4,943,542 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 57,606 shares of Wells Fargo & Company. This represents a change in shares of 7.80% during the quarter. The current value of the position is $4,885,792 USD.

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)
2026-05-04 2026-03-31 13F WELLS FARGO COM 949746101 62,097 4,491 7.80 4,944 -7.92 0.1373
2026-01-30 2025-12-31 13F WELLS FARGO CO COM 949746101 57,606 775 1.36 5,369 12.70 0.1482
2025-11-10 2025-09-30 13F WELLS FARGO CO COM 949746101 56,831 -4 -0.01 4,764 4.61 0.1354
2025-08-05 2025-06-30 13F WELLS FARGO CO COM 949746101 56,835 3,623 6.81 4,554 19.19 0.1369
2025-05-02 2025-03-31 13F WELLS FARGO CO COM 949746101 53,212 3,781 7.65 3,820 10.02 0.1218
2025-02-03 2024-12-31 13F WELLS FARGO CO COM 949746101 49,431 -7,800 -13.63 3,472 7.43 0.1090
2024-11-04 2024-09-30 13F WELLS FARGO CO COM 949746101 57,231 -2,626 -4.39 3,233 -9.06 0.0990
2024-08-06 2024-06-30 13F WELLS FARGO CO COM 949746101 59,857 -4,482 -6.97 3,555 -4.69 0.1126
2024-05-02 2024-03-31 13F WELLS FARGO CO COM 949746101 64,339 35,206 120.85 3,729 160.22 0.1172
2024-02-01 2023-12-31 13F WELLS FARGO CO COM 949746101 29,133 -39,167 -57.35 1,434 -48.64 0.1122
2023-11-06 2023-09-30 13F WELLS FARGO CO COM 949746101 68,300 149 0.22 2,791 -4.06 0.1046
2023-08-02 2023-06-30 13F WELLS FARGO CO COM 949746101 68,151 -16,880 -19.85 2,909 -8.50 0.1044
2023-05-08 2023-03-31 13F WELLS FARGO CO COM 949746101 85,031 -753 -0.88 3,178 -10.28 0.1056
2023-01-24 2022-12-31 13F WELLS FARGO CO COM 949746101 85,784 3,147 3.81 3,542 6.56 0.1266
2022-11-10 2022-09-30 13F WELLS FARGO CO COM 949746101 82,637 302 0.37 3,324 3.07 0.1267
2022-08-11 2022-06-30 13F WELLS FARGO CO COM 949746101 82,335 -4,908 -5.63 3,225 -23.72 0.1121
2022-04-20 2022-03-31 13F WELLS FARGO CO COM 949746101 87,243 5,810 7.13 4,228 8.22 0.1267
2022-02-02 2021-12-31 13F WELLS FARGO CO NEW COM Stock 949746101 81,433 -14,780 -15.36 3,907 -12.50 0.1089
2021-10-28 2021-09-30 13F WELLS FARGO CO COM 949746101 96,213 27,449 39.92 4,465 43.38 0.1343
2021-08-13 2021-06-30 13F WELLS FARGO CO NEW COM Stock 949746101 68,764 9,037 15.13 3,114 33.42 0.0928
2021-05-06 2021-03-31 13F WELLS FARGO CO NEW COM Stock 949746101 59,727 2,025 3.51 2,334 34.06 0.0746
2021-02-09 2020-12-31 13F WELLS FARGO CO COM 949746101 57,702 -14,716 -20.32 1,741 2.23 0.0592
2020-11-03 2020-09-30 13F WELLS FARGO CO COM 949746101 72,418 -35,471 -32.88 1,703 -38.34 0.0674
2020-07-31 2020-06-30 13F WELLS FARGO CO COM 949746101 107,889 59,201 121.59 2,762 97.71 0.1212
2020-05-01 2020-03-31 13F WELLS FARGO CO COM 949746101 48,688 -847 -1.71 1,397 -47.58 0.0829
2020-02-03 2019-12-31 13F WELLS FARGO CO COM 949746101 49,535 5,721 13.06 2,665 20.59 0.1124
2019-11-01 2019-09-30 13F WELLS FARGO CO COM 949746101 43,814 -6,248 -12.48 2,210 -6.71 0.1061
2019-08-01 2019-06-30 13F WELLS FARGO CO COM 949746101 50,062 11,621 30.23 2,369 27.57 0.1220
2019-05-01 2019-03-31 13F WELLS FARGO CO COM 949746101 38,441 2,079 5.72 1,857 10.80 0.1054
2019-01-31 2018-12-31 13F WELLS FARGO CO COM 949746101 36,362 -660 -1.78 1,676 -13.87 0.1219
2018-11-07 2018-09-30 13F WELLS FARGO CO COM 949746101 37,022 -10 -0.03 1,946 -5.21 0.1144
2018-08-02 2018-06-30 13F WELLS FARGO CO COM 949746101 37,032 -1,546 -4.01 2,053 1.53 0.1374
2018-05-11 2018-03-31 13F WELLS FARGO CO COM 949746101 38,578 -998 -2.52 2,022 -15.79 0.1478
2018-02-07 2017-12-31 13F WELLS FARGO CO COM 949746101 39,576 2,718 7.37 2,401 18.10 0.1850
2017-11-06 2017-09-30 13F WELLS FARGO CO COM 949746101 36,858 -49 -0.13 2,033 -0.59 0.1677
2017-08-02 2017-06-30 13F WELLS FARGO CO COM 949746101 36,907 745 2.06 2,045 1.59 0.1922
2017-04-24 2017-03-31 13F WELLS FARGO & CO COM 949746101 36,162 -454 -1.24 2,013 -0.25 0.1949
2017-01-23 2016-12-31 13F WELLS FARGO & CO COM 949746101 36,616 -6,626 -15.32 2,018 5.38 0.2206
2016-11-07 2016-09-30 13F WELLS FARGO & CO COM 949746101 43,242 -3,076 -6.64 1,915 -12.64 0.2270
2016-07-22 2016-06-30 13F WELLS FARGO & CO COM 949746101 46,318 1,947 4.39 2,192 2.14 0.2857
2016-04-18 2016-03-31 13F WELLS FARGO & CO COM 949746101 44,371 -1,924 -4.16 2,146 -14.74 0.2933
2016-01-20 2015-12-31 13F WELLS FARGO & CO COM 949746101 46,295 1,512 3.38 2,517 9.43 0.3524
2015-11-02 2015-09-30 13F WELLS FARGO & CO COM 949746101 44,783 -4,293 -8.75 2,300 -16.67 0.3644
2015-07-14 2015-06-30 13F WELLS FARGO & CO COM 949746101 49,076 4,053 9.00 2,760 12.70 0.3810
2015-04-23 2015-03-31 13F WELLS FARGO & CO COM 949746101 45,023 5,145 12.90 2,449 12.03 0.3244
2015-02-13 2014-12-31 13F WELLS FARGO & CO COM 949746101 39,878 39,878 2,186 0.2890
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.