Wells Fargo & Company
MX ˙ BMV ˙ US9497461015
SecurityMX:WFC / Wells Fargo & Company
InstitutionFirst Trust Advisors Lp
Latest Disclosed Ownership2,245,758 shares
Latest Disclosed Value $ 178,784,833
First Trust Advisors Lp reports 112.95% increase in ownership of WFC / Wells Fargo & Company

On May 13, 2026 - First Trust Advisors Lp filed a 13F-HR form disclosing ownership of 2,245,758 shares of Wells Fargo & Company (MX:WFC) valued at $178,784,833 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 1,054,612 shares of Wells Fargo & Company. This represents a change in shares of 112.95% 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)
2026-05-13 2026-03-31 13F WELLS FARGO COM 949746101 2,245,758 1,191,146 112.95 178,785 81.90 0.1274
2026-02-13 2025-12-31 13F WELLS FARGO CO COM 949746101 1,054,612 200,018 23.41 98,290 37.21 0.0714
2025-11-12 2025-09-30 13F WELLS FARGO CO COM 949746101 854,594 -108,584 -11.27 71,632 -7.18 0.0532
2025-08-13 2025-06-30 13F WELLS FARGO CO COM 949746101 963,178 132,562 15.96 77,170 29.42 0.0621
2025-05-14 2025-03-31 13F WELLS FARGO CO COM 949746101 830,616 -230,938 -21.75 59,630 -20.03 0.0528
2025-02-13 2024-12-31 13F WELLS FARGO CO COM 949746101 1,061,554 453,697 74.64 74,564 117.15 0.0657
2024-11-13 2024-09-30 13F WELLS FARGO CO COM 949746101 607,857 40,145 7.07 34,338 1.84 0.0327
2024-08-13 2024-06-30 13F WELLS FARGO CO COM 949746101 567,712 -68,237 -10.73 33,716 -8.53 0.0344
2024-05-13 2024-03-31 13F WELLS FARGO CO COM 949746101 635,949 -73,249 -10.33 36,860 5.60 0.0374
2024-02-13 2023-12-31 13F WELLS FARGO CO COM 949746101 709,198 -21,953 -3.00 34,907 16.84 0.0381
2023-11-13 2023-09-30 13F WELLS FARGO CO COM 949746101 731,151 -89,915 -10.95 29,875 -14.75 0.0354
2023-08-14 2023-06-30 13F WELLS FARGO CO COM 949746101 821,066 -285,781 -25.82 35,043 -15.30 0.0398
2023-05-15 2023-03-31 13F WELLS FARGO CO COM 949746101 1,106,847 62,791 6.01 41,374 -4.03 0.0478
2023-02-09 2022-12-31 13F WELLS FARGO CO COM 949746101 1,044,056 -94,342 -8.29 43,109 -5.85 0.0513
2022-11-14 2022-09-30 13F WELLS FARGO CO COM 949746101 1,138,398 92,054 8.80 45,786 11.71 0.0594
2022-08-12 2022-06-30 13F WELLS FARGO CO COM 949746101 1,046,344 -331,679 -24.07 40,985 -38.63 0.0506
2022-05-13 2022-03-31 13F WELLS FARGO CO COM 949746101 1,378,023 615,465 80.71 66,779 82.52 0.0683
2022-02-08 2021-12-31 13F WELLS FARGO CO COM 949746101 762,558 122,134 19.07 36,588 23.10 0.0356
2021-11-15 2021-09-30 13F WELLS FARGO CO COM 949746101 640,424 -220,702 -25.63 29,722 -23.79 0.0320
2021-10-12 2021-06-30 13F/A-1 WELLS FARGO CO COM 949746101 861,126 142,428 19.82 39,000 38.89 0.0422
2021-08-16 2021-06-30 13F WELLS FARGO CO COM 949746101 861,126 142,428 39,000 0.0402
2021-05-14 2021-03-31 13F WELLS FARGO CO COM 949746101 718,698 -1,244,123 -63.38 28,080 -52.60 0.0340
2021-02-02 2020-12-31 13F WELLS FARGO CO COM 949746101 1,962,821 105,278 5.67 59,238 35.65 0.0785
2020-11-05 2020-09-30 13F WELLS FARGO CO COM 949746101 1,857,543 420,110 29.23 43,671 18.68 0.0699
2020-07-22 2020-06-30 13F WELLS FARGO CO COM 949746101 1,437,433 -2,011,962 -58.33 36,798 -62.83 0.0638
2020-05-06 2020-03-31 13F WELLS FARGO CO COM 949746101 3,449,395 -786,763 -18.57 98,998 -56.56 0.2243
2020-02-03 2019-12-31 13F WELLS FARGO CO COM 949746101 4,236,158 130,116 3.17 227,905 10.04 0.3892
2019-11-04 2019-09-30 13F WELLS FARGO CO COM 949746101 4,106,042 536,775 15.04 207,109 22.62 0.3899
2019-07-30 2019-06-30 13F WELLS FARGO CO COM 949746101 3,569,267 2,129,463 147.90 168,898 142.77 0.3184
2019-06-19 2019-03-31 13F/A-1 WELLS FARGO CO COM 949746101 1,439,804 417,633 40.86 69,571 47.70 0.1384
2019-05-09 2019-03-31 13F WELLS FARGO CO COM 949746101 1,439,804 417,633 69,571
2019-02-07 2018-12-31 13F WELLS FARGO CO COM 949746101 1,022,171 -288,503 -22.01 47,102 -31.63 0.1117
2018-10-25 2018-09-30 13F WELLS FARGO CO COM 949746101 1,310,674 -502,315 -27.71 68,889 -31.46 0.1283
2018-08-02 2018-06-30 13F WELLS FARGO CO COM 949746101 1,812,989 138,765 8.29 100,512 14.55 0.2084
2018-04-23 2018-03-31 13F WELLS FARGO & CO COM 949746101 1,674,224 -113,888 -6.37 87,746 -19.12 0.2015
2018-02-08 2017-12-31 13F WELLS FARGO CO COM 949746101 1,788,112 133,187 8.05 108,485 18.86 0.2583
2017-10-24 2017-09-30 13F WELLS FARGO CO COM 949746101 1,654,925 -7,706 -0.46 91,269 -0.93 0.2348
2017-08-02 2017-06-30 13F WELLS FARGO CO COM 949746101 1,662,631 81,468 5.15 92,126 4.68 0.2459
2017-05-02 2017-03-31 13F WELLS FARGO & CO COM 949746101 1,581,163 683,830 76.21 88,008 77.97 0.2439
2017-02-06 2016-12-31 13F WELLS FARGO & CO COM 949746101 897,333 100,517 12.61 49,452 40.16 0.1472
2016-11-01 2016-09-30 13F WELLS FARGO & CO COM 949746101 796,816 109,204 15.88 35,283 8.41 0.1053
2016-08-04 2016-06-30 13F WELLS FARGO & CO COM 949746101 687,612 233,501 51.42 32,545 48.19 0.1025
2016-05-10 2016-03-31 13F WELLS FARGO & CO COM 949746101 454,111 -97,424 -17.66 21,961 -26.75 0.0705
2016-05-04 2015-12-31 13F/A-1 WELLS FARGO & CO COM 949746101 551,535 84,842 18.18 29,981 25.10 0.0778
2016-02-03 2015-12-31 13F WELLS FARGO & CO COM 949746101 551,535 29,981
2015-11-05 2015-09-30 13F WELLS FARGO & CO COM 949746101 466,693 -26,181 -5.31 23,965 -13.54 0.0694
2015-08-04 2015-06-30 13F WELLS FARGO & CO COM 949746101 492,874 183,148 59.13 27,719 64.51 0.0719
2015-05-04 2015-03-31 13F WELLS FARGO & CO COM 949746101 309,726 -95,524 -23.57 16,849 -24.16 0.0495
2015-02-13 2014-12-31 13F WELLS FARGO & CO COM 949746101 405,250 22,991 6.01 22,216 12.04 0.0749
2014-11-12 2014-09-30 13F WELLS FARGO & CO COM 949746101 382,259 -25,446 -6.24 19,828 -7.47 0.0780
2014-08-11 2014-06-30 13F WELLS FARGO & CO COM 949746101 407,705 -14,553 -3.45 21,429 2.03 0.0890
2014-05-12 2014-03-31 13F WELLS FARGO & CO COM 949746101 422,258 12,357 3.01 21,003 12.86 0.0923
2014-08-08 2013-12-31 13F/A-1 WELLS FARGO & CO COM 949746101 409,901 59,672 17.04 18,609 28.60 0.0902
2014-02-13 2013-12-31 13F WELLS FARGO & CO COM 949746101 409,901 18,609
2013-11-12 2013-09-30 13F WELLS FARGO & CO COM 949746101 350,229 -41,868 -10.68 14,471 -10.57 0.0784
2013-08-12 2013-06-30 13F WELLS FARGO & CO COM 949746101 392,097 392,097 16,182 0.1053
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.