Wells Fargo & Company
MX ˙ BMV ˙ US9497461015
SecurityMX:WFC / Wells Fargo & Company
InstitutionAltfest L J & Co Inc
Latest Disclosed Ownership7,819 shares
Latest Disclosed Value $ 622,509
Altfest L J & Co Inc reports 24.04% decrease in ownership of WFC / Wells Fargo & Company

On April 28, 2026 - Altfest L J & Co Inc filed a 13F-HR form disclosing ownership of 7,819 shares of Wells Fargo & Company (MX:WFC) valued at $622,509 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 10,293 shares of Wells Fargo & Company. This represents a change in shares of -24.04% 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)
2026-04-28 2026-03-31 13F WELLS FARGO COM 949746101 7,819 -2,474 -24.04 623 -35.14 0.0662
2026-01-23 2025-12-31 13F WELLS FARGO CO COM 949746101 10,293 330 3.31 959 14.85 0.1050
2025-10-21 2025-09-30 13F WELLS FARGO CO COM 949746101 9,963 -411 -3.96 835 0.48 0.0932
2025-08-08 2025-06-30 13F WELLS FARGO CO COM 949746101 10,374 1,639 18.76 831 32.54 0.0980
2025-05-09 2025-03-31 13F WELLS FARGO CO COM 949746101 8,735 10 0.11 627 2.45 0.0786
2025-02-07 2024-12-31 13F WELLS FARGO CO COM 949746101 8,725 11 0.13 613 0.0782
2024-11-05 2024-09-30 13F WELLS FARGO CO COM 949746101 8,714 -487 -5.29 0 0.0655
2024-08-07 2024-06-30 13F WELLS FARGO CO COM 949746101 9,201 88 0.97 1 0.0746
2024-04-22 2024-03-31 13F WELLS FARGO CO COM 949746101 9,113 587 6.88 1 0.0748
2024-01-18 2023-12-31 13F WELLS FARGO CO COM 949746101 8,526 -1,842 -17.77 0 0.0609
2023-10-26 2023-09-30 13F WELLS FARGO CO COM 949746101 10,368 -976 -8.60 0 0.0669
2023-08-09 2023-06-30 13F WELLS FARGO CO COM 949746101 11,344 477 4.39 0 0.0727
2023-04-20 2023-03-31 13F WELLS FARGO CO COM 949746101 10,867 1,997 22.51 0 0.0636
2023-02-02 2022-12-31 13F WELLS FARGO CO COM 949746101 8,870 -37 -0.42 0 -100.00 0.0606
2022-11-15 2022-09-30 13F WELLS FARGO CO COM 949746101 8,907 -650 -6.80 358 -4.28 0.0671
2022-08-04 2022-06-30 13F WELLS FARGO CO COM 949746101 9,557 -4,511 -32.07 374 -45.16 0.0672
2022-05-02 2022-03-31 13F WELLS FARGO CO COM 949746101 14,068 -1,958 -12.22 682 -11.31 0.1216
2022-01-24 2021-12-31 13F WELLS FARGO CO COM 949746101 16,026 22 0.14 769 3.50 0.1467
2021-10-12 2021-09-30 13F WELLS FARGO CO COM 949746101 16,004 41 0.26 743 2.77 0.1557
2021-07-28 2021-06-30 13F WELLS FARGO CO COM 949746101 15,963 -436 -2.66 723 12.79 0.1559
2021-05-07 2021-03-31 13F WELLS FARGO CO COM 949746101 16,399 569 3.59 641 34.10 0.1515
2021-01-21 2020-12-31 13F WELLS FARGO CO COM 949746101 15,830 1,466 10.21 478 41.42 0.1171
2020-10-29 2020-09-30 13F WELLS FARGO CO COM 949746101 14,364 1,128 8.52 338 -0.29 0.0899
2020-07-21 2020-06-30 13F WELLS FARGO CO COM 949746101 13,236 3,208 31.99 339 17.71 0.0976
2020-04-13 2020-03-31 13F WELLS FARGO CO COM 949746101 10,028 -60 -0.59 288 -46.96 0.0902
2020-01-06 2019-12-31 13F WELLS FARGO CO COM 949746101 10,088 -548 -5.15 543 1.31 0.1368
2019-10-10 2019-09-30 13F WELLS FARGO CO COM 949746101 10,636 -440 -3.97 536 2.29 0.1382
2019-07-15 2019-06-30 13F WELLS FARGO CO COM 949746101 11,076 -1,998 -15.28 524 -17.09 0.1394
2019-06-10 2019-03-31 13F/A-2 WELLS FARGO CO COM 949746101 13,074 -28 -0.21 632 4.64 0.1539
2019-05-24 2019-03-31 13F/A-1 WELLS FARGO CO COM 949746101 13,102 28 604 0.1625
2019-04-05 2019-03-31 13F WELLS FARGO CO COM 949746101 5,578 -7,524 607
2019-01-15 2018-12-31 13F WELLS FARGO CO COM 949746101 13,102 -754 -5.44 604 -17.03 0.1687
2018-10-10 2018-09-30 13F WELLS FARGO CO COM 949746101 13,856 -48 -0.35 728 -5.58 0.2119
2018-08-07 2018-06-30 13F WELLS FARGO CO COM 949746101 13,904 -2,499 -15.24 771 -10.35 0.2871
2018-05-09 2018-03-31 13F WELLS FARGO CO COM 949746101 16,403 -120 -0.73 860 -14.17 0.3710
2018-02-12 2017-12-31 13F Wells Fargo & Co COM 949746101 16,523 1 0.01 1,002 9.99 0.3805
2017-10-23 2017-09-30 13F Wells Fargo & Co COM 949746101 16,522 -599 -3.50 911 -4.00 0.4428
2017-07-21 2017-06-30 13F Wells Fargo & Co COM 949746101 17,121 -182 -1.05 949 -1.45 0.5729
2017-05-03 2017-03-31 13F Wells Fargo & Co COM 949746101 17,303 -278 -1.58 963 -0.62 0.3825
2017-01-09 2016-12-31 13F Wells Fargo & Co COM 949746101 17,581 -76 -0.43 969 23.91 0.4841
2016-11-16 2016-09-30 13F Wells Fargo & Co COM 949746101 17,657 -104 -0.59 782 -7.02 0.5209
2016-11-16 2016-06-30 13F Wells Fargo & Co COM 949746101 17,761 1 0.01 841 -2.10 0.5859
2016-05-13 2016-03-31 13F Wells Fargo & Co COM 949746101 17,760 1 0.01 859 -10.98 0.8842
2016-02-19 2015-12-31 13F Wells Fargo & Co COM 949746101 17,759 67 0.38 965 6.28 0.9445
2015-10-14 2015-09-30 13F Wells Fargo & Co COM 949746101 17,692 -614 -3.35 908 -11.84 0.8967
2015-07-17 2015-06-30 13F Wells Fargo & Co COM 949746101 18,306 854 4.89 1,030 8.54 0.9444
2015-04-20 2015-03-31 13F Wells Fargo & Co COM 949746101 17,452 0 0.00 949 -0.73 0.8833
2015-02-23 2014-12-31 13F/A-1 Wells Fargo & Co COM 949746101 17,452 -549 -3.05 957 1.92 0.7823
2015-02-11 2014-12-31 13F Wells Fargo & Co COM 949746101 17,452 957
2014-11-14 2014-09-30 13F WELLS FARGO & CO COM 949746101 18,001 351 1.99 938 1.19 0.9219
2014-08-14 2014-06-30 13F WELLS FARGO & CO COM 949746101 17,650 -38 -0.21 927 9.06 0.9131
2014-05-13 2014-03-31 13F WELLS FARGO & CO COM 949746101 17,688 151 0.86 850 6.78 0.7894
2014-02-14 2013-12-31 13F WELLS FARGO & CO COM 949746101 17,537 17,537 796 0.6776
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.