Wells Fargo & Company
MX ˙ BMV ˙ US9497461015
SecurityMX:WFC / Wells Fargo & Company
InstitutionDynamic Advisor Solutions LLC
Latest Disclosed Ownership29,232 shares
Latest Disclosed Value $ 2,327,186
Dynamic Advisor Solutions LLC reports 0.20% increase in ownership of WFC / Wells Fargo & Company

On April 8, 2026 - Dynamic Advisor Solutions LLC filed a 13F-HR form disclosing ownership of 29,232 shares of Wells Fargo & Company (MX:WFC) valued at $2,327,186 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 9, 2026 disclosing 29,174 shares of Wells Fargo & Company. This represents a change in shares of 0.20% 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)
2026-04-08 2026-03-31 13F WELLS FARGO COM 949746101 29,232 58 0.20 2,327 -14.39 0.0733
2026-01-09 2025-12-31 13F WELLS FARGO CO COM 949746101 29,174 -763 -2.55 2,719 8.33 0.0872
2025-10-09 2025-09-30 13F WELLS FARGO CO COM 949746101 29,937 3,252 12.19 2,509 17.35 0.0728
2025-07-09 2025-06-30 13F WELLS FARGO CO COM 949746101 26,685 -4,690 -14.95 2,138 -5.06 0.0660
2025-04-17 2025-03-31 13F WELLS FARGO CO COM 949746101 31,375 31,375 2,252 0.0742
2025-01-21 2024-12-31 13F WELLS FARGO CO COM 949746101 0 -35,704 -100.00 0 -100.00
2024-10-07 2024-09-30 13F WELLS FARGO CO COM 949746101 35,704 1,965 5.82 2,017 0.65 0.0605
2024-07-15 2024-06-30 13F WELLS FARGO CO COM 949746101 33,739 2,558 8.20 2,004 10.85 0.0631
2024-04-12 2024-03-31 13F WELLS FARGO CO COM 949746101 31,181 -12,425 -28.49 1,807 -16.96 0.0610
2024-01-10 2023-12-31 13F WELLS FARGO CO COM 949746101 43,606 -36 -0.08 2,177 22.04 0.0811
2023-10-11 2023-09-30 13F WELLS FARGO CO COM 949746101 43,642 -793 -1.78 1,783 -5.96 0.0842
2023-08-03 2023-06-30 13F WELLS FARGO CO COM 949746101 44,435 14,312 47.51 1,896 68.53 0.0984
2023-04-11 2023-03-31 13F WELLS FARGO CO COM 949746101 30,123 12,223 68.28 1,126 52.23 0.0659
2023-01-13 2022-12-31 13F WELLS FARGO CO COM 949746101 17,900 22 0.12 739 2.78 0.0505
2022-10-20 2022-09-30 13F WELLS FARGO CO COM 949746101 17,878 -119 -0.66 719 1.99 0.0548
2022-07-27 2022-06-30 13F WELLS FARGO CO COM 949746101 17,997 922 5.40 705 -14.75 0.0541
2022-04-11 2022-03-31 13F WELLS FARGO CO COM 949746101 17,075 3,430 25.14 827 26.26 0.0576
2022-01-26 2021-12-31 13F WELLS FARGO CO COM 949746101 13,645 1,244 10.03 655 13.72 0.0468
2021-10-28 2021-09-30 13F WELLS FARGO CO COM 949746101 12,401 -544 -4.20 576 -1.71 0.0434
2021-08-10 2021-06-30 13F WELLS FARGO CO COM 949746101 12,945 -3,412 -20.86 586 -8.29 0.0464
2021-04-27 2021-03-31 13F WELLS FARGO CO COM 949746101 16,357 1,915 13.26 639 46.56 0.0593
2021-02-03 2020-12-31 13F WELLS FARGO CO COM 949746101 14,442 -1,086 -6.99 436 19.45 0.0408
2020-10-27 2020-09-30 13F WELLS FARGO CO COM 949746101 15,528 3,713 31.43 365 20.86 0.0414
2020-08-05 2020-06-30 13F WELLS FARGO CO COM 949746101 11,815 -2,085 -15.00 302 -24.31 0.0408
2020-05-07 2020-03-31 13F WELLS FARGO CO COM 949746101 13,900 -13,445 -49.17 399 -72.88 0.0728
2020-02-04 2019-12-31 13F WELLS FARGO CO COM 949746101 27,345 -2,009 -6.84 1,471 -0.68 0.2006
2019-11-13 2019-09-30 13F WELLS FARGO CO COM 949746101 29,354 -5,277 -15.24 1,481 -9.64 0.2299
2019-08-13 2019-06-30 13F WELLS FARGO CO COM 949746101 34,631 403 1.18 1,639 -0.91 0.2633
2019-04-10 2019-03-31 13F WELLS FARGO CO COM 949746101 34,228 -2,093 -5.76 1,654 -9.17 0.3121
2019-01-29 2018-12-31 13F WELLS FARGO CO COM 949746101 36,321 855 2.41 1,821 -2.31 0.3869
2018-11-14 2018-09-30 13F WELLS FARGO CO COM 949746101 35,466 -2,448 -6.46 1,864 -11.36 0.3866
2018-08-07 2018-06-30 13F WELLS FARGO CO COM 949746101 37,914 3,520 10.23 2,103 16.64 0.4769
2018-05-01 2018-03-31 13F WELLS FARGO CO COM 949746101 34,394 9,805 39.88 1,803 20.84 0.4626
2018-02-09 2017-12-31 13F WELLS FARGO CO COM 949746101 24,589 89 0.36 1,492 10.44 0.4889
2017-10-16 2017-09-30 13F WELLS FARGO CO COM 949746101 24,500 -1,644 -6.29 1,351 -6.76 0.5342
2017-07-10 2017-06-30 13F WELLS FARGO CO COM 949746101 26,144 58 0.22 1,449 -0.21 0.5606
2017-04-10 2017-03-31 13F WELLS FARGO & CO COM 949746101 26,086 41 0.16 1,452 1.18 0.5659
2017-01-19 2016-12-31 13F WELLS FARGO & CO COM 949746101 26,045 -3,403 -11.56 1,435 10.05 0.5721
2016-10-11 2016-09-30 13F WELLS FARGO & CO COM 949746101 29,448 11,558 64.61 1,304 53.96 0.4937
2016-07-22 2016-06-30 13F WELLS FARGO & CO COM 949746101 17,890 193 1.09 847 -1.05 0.3432
2016-05-02 2016-03-31 13F WELLS FARGO & CO COM 949746101 17,697 916 5.46 856 -6.14 0.3634
2016-01-20 2015-12-31 13F WELLS FARGO & CO COM 949746101 16,781 4,277 34.21 912 42.06 0.3771
2015-10-23 2015-09-30 13F WELLS FARGO & CO COM 949746101 12,504 2,480 24.74 642 13.83 0.3239
2015-08-14 2015-06-30 13F WELLS FARGO & CO COM 949746101 10,024 342 3.53 564 7.02 0.3295
2015-05-12 2015-03-31 13F WELLS FARGO & CO COM 949746101 9,682 9,682 0.00 527 0.2643
2015-02-02 2014-12-31 13F WELLS FARGO & CO COM 949746101 0 -8,491 -100.00 0 -100.00
2014-12-03 2014-09-30 13F/A-1 WELLS FARGO & CO COM 949746101 8,491 1,931 29.44 440 27.54 0.2393
2014-11-12 2014-09-30 13F WELLS FARGO & CO COM 949746101 8,491 1,931 440 0.2384
2014-08-11 2014-06-30 13F WELLS FARGO & CO COM 949746101 6,560 -972 -12.90 345 -8.00 0.2073
2014-05-05 2014-03-31 13F WELLS FARGO & CO COM 949746101 7,532 1,592 26.80 375 38.89 0.2557
2014-02-12 2013-12-31 13F WELLS FARGO & CO COM 949746101 5,940 5,940 270 0.1999
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.