Wells Fargo & Company
US ˙ NYSE ˙ US9497461015

SecurityWFC / Wells Fargo & Company
InstitutionSilvercrest Asset Management Group Llc
Latest Disclosed Ownership25,799 shares
Latest Disclosed Value $ 2,053,879
Silvercrest Asset Management Group Llc reports 1.85% increase in ownership of WFC / Wells Fargo & Company

On May 15, 2026 - Silvercrest Asset Management Group Llc filed a 13F-HR form disclosing ownership of 25,799 shares of Wells Fargo & Company (US:WFC) valued at $2,053,858 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 25,330 shares of Wells Fargo & Company. This represents a change in shares of 1.85% during the quarter. The current value of the position is $2,029,865 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)
2026-05-15 2026-03-31 13F WELLS FARGO CO NEW COM COM 949746101 25,799 469 1.85 2,054 -13.01 0.0148
2026-02-17 2025-12-31 13F WELLS FARGO CO NEW COM COM 949746101 25,330 -636 -2.45 2,361 8.46 0.0162
2025-11-14 2025-09-30 13F WELLS FARGO CO NEW COM COM 949746101 25,966 195 0.76 2,176 5.43 0.0144
2025-08-14 2025-06-30 13F WELLS FARGO CO COM 949746101 25,771 1,115 4.52 2,065 16.61 0.0139
2025-05-15 2025-03-31 13F WELLS FARGO CO COM 949746101 24,656 581 2.41 1,770 4.67 0.0127
2025-02-14 2024-12-31 13F WELLS FARGO CO COM 949746101 24,075 862 3.71 1,691 28.99 0.0113
2024-11-14 2024-09-30 13F WELLS FARGO CO NEW COM COM 949746101 23,213 -5,881 -20.21 1,311 -24.09 0.0089
2024-08-15 2024-06-30 13F/A-1 WELLS FARGO CO NEW COM COM 949746101 29,094 4 0.01 1,728 2.43 0.0119
2024-08-14 2024-06-30 13F WELLS FARGO CO NEW COM COM 949746101 58,188 29,098 3,456 0.0079
2024-05-15 2024-03-31 13F WELLS FARGO CO NEW COM COM 949746101 29,090 5,604 23.86 1,686 45.97 0.0114
2024-02-14 2023-12-31 13F WELLS FARGO CO NEW COM COM 949746101 23,486 -4,931 -17.35 1,156 -0.52 0.0082
2023-11-14 2023-09-30 13F WELLS FARGO CO NEW COM COM 949746101 28,417 52 0.18 1,161 -4.05 0.0088
2023-08-14 2023-06-30 13F WELLS FARGO CO NEW COM COM 949746101 28,365 -3,219 -10.19 1,211 2.54 0.0086
2023-05-15 2023-03-31 13F WELLS FARGO CO NEW COM COM 949746101 31,584 -446 -1.39 1,181 -10.74 0.0090
2023-02-14 2022-12-31 13F WELLS FARGO CO NEW COM COM 949746101 32,030 3,152 10.91 1,323 13.87 0.0102
2022-11-14 2022-09-30 13F WELLS FARGO CO NEW COM COM 949746101 28,878 5 0.02 1,161 2.65 0.0095
2022-08-15 2022-06-30 13F WELLS FARGO CO NEW COM COM 949746101 28,873 -115 -0.40 1,131 -19.50 0.0086
2022-05-16 2022-03-31 13F WELLS FARGO CO NEW COM COM 949746101 28,988 71 0.25 1,405 1.30 0.0091
2022-02-14 2021-12-31 13F WELLS FARGO CO NEW COM COM 949746101 28,917 480 1.69 1,387 5.08 0.0088
2021-11-15 2021-09-30 13F WELLS FARGO CO NEW COM COM 949746101 28,437 340 1.21 1,320 3.69 0.0089
2021-08-16 2021-06-30 13F WELLS FARGO CO NEW COM COM 949746101 28,097 -540 -1.89 1,273 13.76 0.0083
2021-05-17 2021-03-31 13F WELLS FARGO CO NEW COM COM 949746101 28,637 -5,744 -16.71 1,119 7.80 0.0076
2021-02-16 2020-12-31 13F WELLS FARGO CO NEW COM COM 949746101 34,381 -3,213 -8.55 1,038 17.42 0.0076
2020-11-16 2020-09-30 13F WELLS FARGO CO NEW COM COM 949746101 37,594 -19,103 -33.69 884 -39.08 0.0076
2020-08-14 2020-06-30 13F WELLS FARGO CO NEW COM COM 949746101 56,697 -5,324 -8.58 1,451 -18.48 0.0129
2020-05-15 2020-03-31 13F WELLS FARGO CO NEW COM COM 949746101 62,021 -12,537 -16.82 1,780 -55.62 0.0191
2020-02-14 2019-12-31 13F WELLS FARGO CO NEW COM COM 949746101 74,558 5,724 8.32 4,011 15.52 0.0311
2019-11-14 2019-09-30 13F WELLS FARGO CO NEW COM COM 949746101 68,834 -2,949 -4.11 3,472 2.21 0.0286
2019-08-14 2019-06-30 13F WELLS FARGO CO NEW COM COM 949746101 71,783 -5,655 -7.30 3,397 -9.22 0.0318
2019-05-15 2019-03-31 13F WELLS FARGO CO NEW COM COM 949746101 77,438 -1,813 -2.29 3,742 2.46 0.0368
2019-02-14 2018-12-31 13F WELLS FARGO CO NEW COM COM 949746101 79,251 -4,981 -5.91 3,652 -17.51 0.0402
2018-11-14 2018-09-30 13F WELLS FARGO CO NEW COM COM 949746101 84,232 -4,060 -4.60 4,427 -9.56 0.0402
2018-08-14 2018-06-30 13F WELLS FARGO CO NEW COM COM 949746101 88,292 -12,942 -12.78 4,895 -7.75 0.0458
2018-05-15 2018-03-31 13F WELLS FARGO CO NEW COM COM 949746101 101,234 -2,205 -2.13 5,306 -15.46 0.0517
2018-02-14 2017-12-31 13F WELLS FARGO CO NEW COM COM 949746101 103,439 968 0.94 6,276 11.06 0.0584
2017-11-14 2017-09-30 13F WELLS FARGO CO NEW COM COM 949746101 102,471 -5,656 -5.23 5,651 -5.68 0.0563
2017-08-14 2017-06-30 13F WELLS FARGO CO NEW COM COM 949746101 108,127 -3,962 -3.53 5,991 -3.97 0.0641
2017-05-15 2017-03-31 13F WELLS FARGO & CO NEW COM COM 949746101 112,089 88 0.08 6,239 1.09 0.0668
2017-02-14 2016-12-31 13F WELLS FARGO & CO NEW COM COM 949746101 112,001 -1,070 -0.95 6,172 23.27 0.0691
2016-11-14 2016-09-30 13F WELLS FARGO & CO NEW COM COM 949746101 113,071 -8,173 -6.74 5,007 -12.74 0.0601
2016-08-15 2016-06-30 13F WELLS FARGO & CO NEW COM COM 949746101 121,244 3,038 2.57 5,738 0.37 0.0730
2016-05-16 2016-03-31 13F WELLS FARGO & CO NEW COM COM 949746101 118,206 -11,434 -8.82 5,717 -18.87 0.0788
2016-02-16 2015-12-31 13F WELLS FARGO & CO NEW COM COM 949746101 129,640 32,587 33.58 7,047 41.39 0.0976
2015-11-16 2015-09-30 13F WELLS FARGO & CO NEW COM COM 949746101 97,053 -29,112 -23.07 4,984 -29.75 0.0759
2015-08-14 2015-06-30 13F WELLS FARGO & CO NEW COM COM 949746101 126,165 48,816 63.11 7,095 68.65 0.0948
2015-05-15 2015-03-31 13F WELLS FARGO & CO NEW COM COM 949746101 77,349 -13,704 -15.05 4,207 -15.71 0.0597
2015-02-17 2014-12-31 13F WELLS FARGO & CO NEW COM COM 949746101 91,053 2,433 2.75 4,991 8.57 0.0724
2014-11-14 2014-09-30 13F WELLS FARGO & CO NEW COM COM 949746101 88,620 402 0.46 4,597 -0.84 0.0710
2014-08-14 2014-06-30 13F WELLS FARGO & CO NEW COM COM 949746101 88,218 3,478 4.10 4,636 9.99 0.0695
2014-05-15 2014-03-31 13F WELLS FARGO & CO NEW COM COM 949746101 84,740 -745 -0.87 4,215 8.61 0.0671
2014-02-14 2013-12-31 13F WELLS FARGO & CO NEW COM COM 949746101 85,485 0 0.00 3,881 9.88 0.0644
2013-11-14 2013-09-30 13F WELLS FARGO & CO NEW COM COM 949746101 85,485 730 0.86 3,532 0.97 0.0679
2013-08-14 2013-06-30 13F WELLS FARGO & CO NEW COM COM 949746101 84,755 84,755 3,498 0.0738
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.