Wells Fargo & Company
MX ˙ BMV ˙ US9497461015
SecurityMX:WFC / Wells Fargo & Company
InstitutionAffiance Financial, LLC
Latest Disclosed Ownership2,550 shares
Latest Disclosed Value $ 203,006
Affiance Financial, LLC ownership in WFC / Wells Fargo & Company

On April 14, 2026 - Affiance Financial, LLC filed a 13F-HR form disclosing ownership of 2,550 shares of Wells Fargo & Company (MX:WFC) valued at $203,006 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 2,550 shares of Wells Fargo & Company. This represents a change in shares of 0.00% 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)
2026-04-14 2026-03-31 13F WELLS FARGO COM 949746101 2,550 0 0.00 203 -14.35 0.0329
2026-01-21 2025-12-31 13F WELLS FARGO CO COM 949746101 2,550 0 0.00 238 11.27 0.0382
2025-10-14 2025-09-30 13F WELLS FARGO CO COM 949746101 2,550 0 0.00 214 4.41 0.0389
2025-07-10 2025-06-30 13F WELLS FARGO CO COM 949746101 2,550 2,550 204 0.0415
2025-01-21 2024-12-31 13F WELLS FARGO CO COM 949746101 0 -3,683 -100.00 0 -100.00
2024-10-11 2024-09-30 13F WELLS FARGO CO COM 949746101 3,683 0 0.00 208 -4.59 0.0505
2024-08-01 2024-06-30 13F WELLS FARGO CO COM 949746101 3,683 0 0.00 219 2.35 0.0571
2024-04-15 2024-03-31 13F WELLS FARGO CO COM 949746101 3,683 3,683 213 0.0578
2023-04-18 2023-03-31 13F WELLS FARGO CO COM 949746101 0 -3,786 -100.00 0 -100.00
2023-01-20 2022-12-31 13F WELLS FARGO CO COM 949746101 3,786 3,786 156 0.0634
2020-01-16 2019-12-31 13F WELLS FARGO CO COM 949746101 0 -4,030 -100.00 0 -100.00
2019-10-10 2019-09-30 13F WELLS FARGO CO COM 949746101 4,030 -514 -11.31 203 -5.58 0.1232
2019-07-11 2019-06-30 13F WELLS FARGO CO COM 949746101 4,544 0 0.00 215 -2.27 0.1315
2019-04-15 2019-03-31 13F WELLS FARGO CO COM 949746101 4,544 -191 -4.03 220 0.92 0.1385
2019-01-11 2018-12-31 13F WELLS FARGO CO COM 949746101 4,735 0 0.00 218 -12.45 0.1440
2018-10-15 2018-09-30 13F WELLS FARGO CO COM 949746101 4,735 -399 -7.77 249 -12.63 0.1641
2018-07-16 2018-06-30 13F WELLS FARGO CO COM 949746101 5,134 -249 -4.63 285 1.06 0.2179
2018-04-17 2018-03-31 13F WELLS FARGO CO COM 949746101 5,383 -1,075 -16.65 282 -28.06 0.2492
2018-01-19 2017-12-31 13F/A-1 WELLS FARGO CO COM 949746101 6,458 -1,072 -14.24 392 -5.54 0.2902
2018-01-16 2017-12-31 13F WELLS FARGO CO COM 949746101 6,458 -1,072 392 0.2902
2017-12-08 2017-09-30 13F WELLS FARGO CO COM 949746101 7,530 61 0.82 415 0.24 0.3342
2017-12-08 2017-06-30 13F WELLS FARGO CO COM 949746101 7,469 100 1.36 414 0.98 0.3298
2017-12-08 2017-03-31 13F WELLS FARGO & CO COM 949746101 7,369 -50 -0.67 410 0.24 0.3171
2017-12-08 2016-12-31 13F WELLS FARGO & CO COM 949746101 7,419 50 0.68 409 25.46 0.3279
2017-12-08 2016-09-30 13F WELLS FARGO & CO COM 949746101 7,369 0 0.00 326 -6.59 0.2650
2017-12-08 2016-06-30 13F WELLS FARGO & CO COM 949746101 7,369 -224 -2.95 349 -4.90 0.2952
2017-12-08 2016-03-31 13F WELLS FARGO & CO COM 949746101 7,593 204 2.76 367 -8.71 0.3516
2017-12-11 2015-12-31 13F WELLS FARGO & CO COM 949746101 7,389 0 0.00 402 6.07 0.4129
2017-12-08 2015-09-30 13F WELLS FARGO & CO COM 949746101 7,389 0 0.00 379 -8.89 0.4749
2017-12-08 2015-06-30 13F WELLS FARGO & CO COM 949746101 7,389 0 0.00 416 3.48 0.5301
2017-12-08 2015-03-31 13F WELLS FARGO & CO COM 949746101 7,389 0 0.00 402 -0.74 0.6112
2017-12-08 2014-12-31 13F WELLS FARGO & CO COM 949746101 7,389 7,389 405 0.7113
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.