Belpointe Asset Management LLC reports 1.32% increase in ownership of WFC / Wells Fargo & Company

Wells Fargo & Company

MX ˙ BMV ˙ US9497461015

Security	MX:WFC / Wells Fargo & Company
Institution	Belpointe Asset Management LLC
Latest Disclosed Ownership	19,064 shares
Latest Disclosed Value	$ 1,517,708

On April 28, 2026 - Belpointe Asset Management LLC filed a 13F-HR form disclosing ownership of 19,064 shares of Wells Fargo & Company (MX:WFC) valued at $1,517,708 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 18,816 shares of Wells Fargo & Company. This represents a change in shares of 1.32% 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	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-04-28	2026-03-31	13F	Wells Fargo	COM	949746101	19,064	248	1.32	1,518	-13.46	0.0554
2026-01-27	2025-12-31	13F	Wells Fargo	COM	949746101	18,816	-1,191	-5.95	1,754	4.53	0.0634
2025-11-03	2025-09-30	13F	Wells Fargo	COM	949746101	20,007	2,617	15.05	1,677	20.39	0.0641
2025-07-22	2025-06-30	13F	Wells Fargo	COM	949746101	17,390	5,621	47.76	1,393	65.05	0.0581
2025-05-20	2025-03-31	13F	WELLS FARGO	COM	949746101	11,769	1,669	16.52	845	42.81	0.0440
2025-02-13	2024-12-31	13F	WELLS FARGO	COM	949746101	10,100	-800	-7.34	591	-3.90	0.0356
2024-11-13	2024-09-30	13F	WELLS FARGO CO	COM	949746101	10,900	2,242	25.90	616	19.65	0.0369
2024-08-02	2024-06-30	13F	WELLS FARGO CO	COM	949746101	8,658	-9,967	-53.51	514	-52.36	0.0359
2024-05-08	2024-03-31	13F	WELLS FARGO CO	COM	949746101	18,625	5,923	46.63	1,080	72.64	0.0809
2024-02-13	2023-12-31	13F	WELLS FARGO CO	COM	949746101	12,702	-51	-0.40	625	19.96	0.0549
2023-11-15	2023-09-30	13F	WELLS FARGO CO	COM	949746101	12,753	3,840	43.08	521	37.11	0.0540
2023-08-15	2023-06-30	13F	WELLS FARGO CO	COM	949746101	8,913	-17,692	-66.50	380	-61.77	0.0402
2023-05-15	2023-03-31	13F	WELLS FARGO CO	COM	949746101	26,605	-12,496	-31.96	994	-38.41	0.0537
2023-02-08	2022-12-31	13F	WELLS FARGO CO	COM	949746101	39,101	-2,699	-6.46	1,614	-3.93	0.0976
2022-11-14	2022-09-30	13F	WELLS FARGO CO	COM	949746101	41,800	-1,803	-4.14	1,680	1.69	0.1135
2022-08-02	2022-06-30	13F	WELLS FARGO CO	COM	949746101	43,603	-10,913	-20.02	1,652	-37.45	0.1107
2022-04-28	2022-03-31	13F	WELLS FARGO CO	COM	949746101	54,516	2,696	5.20	2,641	6.19	0.1600
2022-02-15	2021-12-31	13F	WELLS FARGO CO	COM	949746101	51,820	19,194	58.83	2,487	64.05	0.1550
2021-11-15	2021-09-30	13F	WELLS FARGO CO	COM	949746101	32,626	895	2.82	1,516	5.50	0.1034
2021-08-09	2021-06-30	13F	WELLS FARGO CO	COM	949746101	31,731	1,146	3.75	1,437	20.25	0.1034
2021-05-14	2021-03-31	13F	WELLS FARGO CO	COM	949746101	30,585	-5,290	-14.75	1,195	10.34	0.1023
2021-02-16	2020-12-31	13F	WELLS FARGO CO	COM	949746101	35,875	-9,383	-20.73	1,083	1.69	0.0972
2020-11-13	2020-09-30	13F/A-1	WELLS FARGO CO	COM	949746101	45,258	10,784	31.28	1,065	20.75	0.1185
2020-11-13	2020-09-30	13F	WELLS FARGO CO	COM	949746101	38,619			1,108
2020-07-20	2020-06-30	13F	WELLS FARGO CO	COM	949746101	34,474	-4,145	-10.73	882	-20.40	0.1142
2020-07-20	2020-03-31	13F	WELLS FARGO CO	COM	949746101	38,619	25,570	195.95	1,108	57.83	0.1941
2020-02-18	2019-12-31	13F	WELLS FARGO CO	COM	949746101	13,049	3,543	37.27	702	46.56	0.0891
2020-01-16	2019-09-30	13F	WELLS FARGO CO	COM	949746101	9,506	-260	-2.66	479	3.68	0.0775
2019-11-22	2019-06-30	13F	WELLS FARGO CO	COM	949746101	9,766	-8,533	-46.63	462	-52.86	0.0909
2019-06-11	2019-03-31	13F	WELLS FARGO CO	PERP PFD CNV A	949746101	18,299	6,150	50.62	980	75.00	0.1914
2019-03-06	2018-12-31	13F	WELLS FARGO CO	COM	949746101	12,149	-3,600	-22.86	560	-32.37	0.1419
2018-11-23	2018-09-30	13F	WELLS FARGO CO	COM	949746101	15,749	3,266	26.16	828	19.65	0.1309
2018-08-06	2018-06-30	13F	WELLS FARGO CO	COM	949746101	12,483	12,483		692		0.1933
2018-08-06	2018-03-31	13F	WELLS FARGO CO	COM	949746101	0	-3,605	-100.00	0	-100.00
2018-02-14	2017-12-31	13F	WELLS FARGO CO	COM	949746101	3,605	-785	-17.88	219	-9.50	0.0480
2017-11-16	2017-09-30	13F	WELLS FARGO CO	COM	949746101	4,390	4,390		242		0.0566

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.