Wells Fargo & Company
MX ˙ BMV ˙ US9497461015
SecurityMX:WFC / Wells Fargo & Company
InstitutionFoster & Motley Inc
Latest Disclosed Ownership5,341 shares
Latest Disclosed Value $ 425
Foster & Motley Inc reports 63.63% increase in ownership of WFC / Wells Fargo & Company

On April 21, 2026 - Foster & Motley Inc filed a 13F-HR form disclosing ownership of 5,341 shares of Wells Fargo & Company (MX:WFC) valued at $425 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 15, 2026 disclosing 3,264 shares of Wells Fargo & Company.

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)
2026-04-21 2026-03-31 13F Wells Fargo com 949746101 5,341 2,077 63.63 0 0.0219
2026-01-15 2025-12-31 13F Wells Fargo com 949746101 3,264 -98 -2.91 0 0.0162
2025-10-23 2025-09-30 13F Wells Fargo com 949746101 3,362 369 12.33 0 0.0152
2025-07-29 2025-06-30 13F Wells Fargo com 949746101 2,993 31 1.05 0 0.0139
2025-05-08 2025-03-31 13F Wells Fargo com 949746101 2,962 -159 -5.09 0 0.0134
2025-01-23 2024-12-31 13F Wells Fargo com 949746101 3,121 -1,991 -38.95 0 0.0142
2024-10-30 2024-09-30 13F Wells Fargo com 949746101 5,112 5,112 0 0.0183
2020-10-19 2020-09-30 13F Wells Fargo com 949746101 0 -26,523 -100.00 0 -100.00
2020-07-20 2020-06-30 13F Wells Fargo com 949746101 26,523 -6,187 -18.91 679 -27.69 0.0849
2020-04-21 2020-03-31 13F Wells Fargo com 949746101 32,710 -9,590 -22.67 939 -58.74 0.1401
2020-02-05 2019-12-31 13F Wells Fargo com 949746101 42,300 -1,373 -3.14 2,276 3.31 0.2851
2019-10-24 2019-09-30 13F Wells Fargo com 949746101 43,673 -16,901 -27.90 2,203 -23.13 0.3002
2019-07-17 2019-06-30 13F Wells Fargo com 949746101 60,574 -6,305 -9.43 2,866 -11.32 0.4018
2019-05-08 2019-03-31 13F Wells Fargo com 949746101 66,879 -6,329 -8.65 3,232 -4.18 0.4658
2019-01-30 2018-12-31 13F Wells Fargo com 949746101 73,208 -30,568 -29.46 3,373 -38.16 0.5399
2018-10-31 2018-09-30 13F Wells Fargo com 949746101 103,776 -5,259 -4.82 5,454 -9.78 0.8181
2018-07-24 2018-06-30 13F Wells Fargo com 949746101 109,035 -3,711 -3.29 6,045 2.30 0.9639
2018-05-14 2018-03-31 13F Wells Fargo com 949746101 112,746 -3,209 -2.77 5,909 -16.01 0.9627
2018-01-22 2017-12-31 13F Wells Fargo com 949746101 115,955 -8,353 -6.72 7,035 2.61 1.1242
2017-10-19 2017-09-30 13F Wells Fargo com 949746101 124,308 -7,597 -5.76 6,856 -6.20 1.1799
2017-07-31 2017-06-30 13F Wells Fargo com 949746101 131,905 3 0.00 7,309 -0.45 1.2913
2017-04-24 2017-03-31 13F Wells Fargo com 949746101 131,902 -11,188 -7.82 7,342 -6.90 1.3385
2017-01-19 2016-12-31 13F Wells Fargo com 949746101 143,090 -9,763 -6.39 7,886 16.52 1.5091
2016-10-28 2016-09-30 13F Wells Fargo com 949746101 152,853 -12,836 -7.75 6,768 -13.70 1.3060
2016-08-02 2016-06-30 13F Wells Fargo com 949746101 165,689 -4,264 -2.51 7,842 -4.59 1.5483
2016-04-20 2016-03-31 13F Wells Fargo com 949746101 169,953 6,409 3.92 8,219 -7.55 1.6643
2016-01-25 2015-12-31 13F Wells Fargo com 949746101 163,544 4,328 2.72 8,890 8.87 1.8859
2015-11-09 2015-09-30 13F Wells Fargo com 949746101 159,216 9,862 6.60 8,166 -2.79 1.8581
2015-08-10 2015-06-30 13F Wells Fargo com 949746101 149,354 -3,464 -2.27 8,400 1.05 1.8436
2015-04-16 2015-03-31 13F Wells Fargo com 949746101 152,818 3,909 2.63 8,313 1.84 1.8252
2015-01-22 2014-12-31 13F Wells Fargo com 949746101 148,909 3,450 2.37 8,163 8.19 1.8489
2014-10-16 2014-09-30 13F Wells Fargo com 949746101 145,459 2,303 1.61 7,545 0.28 1.7517
2014-07-25 2014-06-30 13F Wells Fargo com 949746101 143,156 3,266 2.33 7,524 8.13 1.7369
2014-04-23 2014-03-31 13F Wells Fargo com 949746101 139,890 5,206 3.87 6,958 13.79 1.7104
2014-01-17 2013-12-31 13F Wells Fargo com 949746101 134,684 8,560 6.79 6,115 17.35 1.5429
2013-10-16 2013-09-30 13F Wells Fargo com 949746101 126,124 768 0.61 5,211 0.73 1.3908
2013-07-17 2013-06-30 13F Wells Fargo com 949746101 125,356 125,356 5,173 1.4380
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.