Wells Fargo & Company
MX ˙ BMV ˙ US9497461015
SecurityMX:WFC / Wells Fargo & Company
InstitutionAtwood & Palmer Inc
Latest Disclosed Ownership2,998 shares
Latest Disclosed Value $ 238,671
Atwood & Palmer Inc reports 5.01% decrease in ownership of WFC / Wells Fargo & Company

On April 15, 2026 - Atwood & Palmer Inc filed a 13F-HR form disclosing ownership of 2,998 shares of Wells Fargo & Company (MX:WFC) valued at $238,671 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 3,156 shares of Wells Fargo & Company. This represents a change in shares of -5.01% 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)
2026-04-15 2026-03-31 13F WELLS FARGO COM 949746101 2,998 -158 -5.01 239 -19.05 0.0135
2026-01-28 2025-12-31 13F WELLS FARGO CO COM 949746101 3,156 0 0.00 294 11.36 0.0167
2025-10-15 2025-09-30 13F WELLS FARGO CO COM 949746101 3,156 0 0.00 265 4.76 0.0155
2025-07-08 2025-06-30 13F WELLS FARGO CO COM 949746101 3,156 231 7.90 253 20.57 0.0158
2025-04-15 2025-03-31 13F WELLS FARGO CO COM 949746101 2,925 -1,500 -33.90 210 -32.58 0.0146
2025-01-16 2024-12-31 13F WELLS FARGO CO COM 949746101 4,425 -1,500 -25.32 311 -7.19 0.0213
2024-10-07 2024-09-30 13F WELLS FARGO CO COM 949746101 5,925 0 0.00 335 -4.84 0.0228
2024-07-10 2024-06-30 13F WELLS FARGO CO COM 949746101 5,925 0 0.00 352 2.33 0.0267
2024-04-10 2024-03-31 13F WELLS FARGO CO COM 949746101 5,925 -3,523 -37.29 343 -26.24 0.0261
2024-01-12 2023-12-31 13F WELLS FARGO CO COM 949746101 9,448 28 0.30 465 21.09 0.0376
2023-10-20 2023-09-30 13F WELLS FARGO CO COM 949746101 9,420 0 0.00 385 -4.48 0.0337
2023-07-18 2023-06-30 13F WELLS FARGO CO COM 949746101 9,420 0 0.00 402 14.20 0.0360
2023-04-21 2023-03-31 13F WELLS FARGO CO COM 949746101 9,420 1,620 20.77 352 9.32 0.0331
2023-01-31 2022-12-31 13F WELLS FARGO CO COM 949746101 7,800 0 0.00 322 2.55 0.0291
2022-10-12 2022-09-30 13F WELLS FARGO CO COM 949746101 7,800 0 0.00 314 2.61 0.0311
2022-07-21 2022-06-30 13F WELLS FARGO CO COM 949746101 7,800 -2,228 -22.22 306 -37.04 0.0298
2022-04-29 2022-03-31 13F WELLS FARGO CO COM 949746101 10,028 -679 -6.34 486 -5.45 0.0420
2022-01-24 2021-12-31 13F WELLS FARGO CO COM 949746101 10,707 0 0.00 514 3.42 0.0430
2021-10-29 2021-09-30 13F/A-1 WELLS FARGO CO COM 949746101 10,707 500 4.90 497 7.58 0.0444
2021-10-19 2021-09-30 13F WELLS FARGO CO COM 949746101 10,707 500 497 0.0444
2021-07-26 2021-06-30 13F WELLS FARGO CO COM 949746101 10,207 -850 -7.69 462 6.94 0.0415
2021-04-26 2021-03-31 13F WELLS FARGO CO COM 949746101 11,057 -64 -0.58 432 28.57 0.0416
2021-02-04 2020-12-31 13F WELLS FARGO CO COM 949746101 11,121 643 6.14 336 36.59 0.0361
2020-10-28 2020-09-30 13F WELLS FARGO CO COM 949746101 10,478 0 0.00 246 -8.21 0.0310
2020-07-24 2020-06-30 13F WELLS FARGO CO COM 949746101 10,478 -1,984 -15.92 268 -25.14 0.0362
2020-04-20 2020-03-31 13F WELLS FARGO CO COM 949746101 12,462 884 7.64 358 -42.54 0.0562
2020-02-05 2019-12-31 13F WELLS FARGO CO COM 949746101 11,578 0 0.00 623 6.68 0.0801
2019-10-21 2019-09-30 13F WELLS FARGO CO COM 949746101 11,578 -1,000 -7.95 584 -1.85 0.0787
2019-07-17 2019-06-30 13F WELLS FARGO CO COM 949746101 12,578 -800 -5.98 595 -7.89 0.0804
2019-04-23 2019-03-31 13F WELLS FARGO CO COM 949746101 13,378 0 0.00 646 4.87 0.0915
2019-02-01 2018-12-31 13F WELLS FARGO CO COM 949746101 13,378 0 0.00 616 -12.38 0.0979
2018-10-29 2018-09-30 13F WELLS FARGO CO COM 949746101 13,378 -128 -0.95 703 -6.14 0.0918
2018-07-19 2018-06-30 13F WELLS FARGO CO COM 949746101 13,506 -7,772 -36.53 749 -32.83 0.1028
2018-04-30 2018-03-31 13F WELLS FARGO CO COM 949746101 21,278 -3,000 -12.36 1,115 -24.30 0.1589
2018-02-08 2017-12-31 13F WELLS FARGO CO COM 949746101 24,278 -2,500 -9.34 1,473 -0.27 0.2066
2017-10-16 2017-09-30 13F WELLS FARGO CO COM 949746101 26,778 -2,116 -7.32 1,477 -7.75 0.2138
2017-08-08 2017-06-30 13F WELLS FARGO CO COM 949746101 28,894 6,000 26.21 1,601 25.67 0.2512
2017-04-28 2017-03-31 13F WELLS FARGO & CO COM 949746101 22,894 -133 -0.58 1,274 0.39 0.2036
2017-02-06 2016-12-31 13F WELLS FARGO & CO COM 949746101 23,027 -6,049 -20.80 1,269 -1.40 0.2283
2016-11-08 2016-09-30 13F WELLS FARGO & CO COM 949746101 29,076 -465 -1.57 1,287 -7.94 0.2338
2016-07-21 2016-06-30 13F WELLS FARGO & CO COM 949746101 29,541 0 0.00 1,398 -2.17 0.2527
2016-04-28 2016-03-31 13F WELLS FARGO & CO COM 949746101 29,541 -2,624 -8.16 1,429 -18.25 0.2541
2016-01-28 2015-12-31 13F WELLS FARGO & CO COM 949746101 32,165 1,000 3.21 1,748 9.25 0.3318
2015-11-12 2015-09-30 13F WELLS FARGO & CO COM 949746101 31,165 0 0.00 1,600 -8.73 0.3123
2015-07-31 2015-06-30 13F WELLS FARGO & CO COM 949746101 31,165 400 1.30 1,753 4.72 0.3151
2015-05-05 2015-03-31 13F WELLS FARGO & CO COM 949746101 30,765 18,950 160.39 1,674 158.33 0.2988
2015-02-17 2014-12-31 13F WELLS FARGO & CO COM 949746101 11,815 -269 -2.23 648 3.35 0.1210
2014-12-02 2014-09-30 13F/A-1 WELLS FARGO & CO COM 949746101 12,084 816 7.24 627 5.91 0.1184
2014-11-12 2014-09-30 13F WELLS FARGO & CO COM 949746101 12,084 816 627 0.1149
2014-08-11 2014-06-30 13F WELLS FARGO & CO COM 949746101 11,268 2,344 26.27 592 33.33 0.1579
2014-04-11 2014-03-31 13F Wells Fargo COM 949746101 8,924 355 4.14 444 14.14 0.1039
2014-01-17 2013-12-31 13F Wells Fargo COM 949746101 8,569 271 3.27 389 13.41 0.0960
2013-10-09 2013-09-30 13F Wells Fargo COM 949746101 8,298 0 0.00 343 0.29 0.0946
2013-07-18 2013-06-30 13F Wells Fargo COM 949746101 8,298 8,298 342 0.0925
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.