Wells Fargo & Company
MX ˙ BMV ˙ US9497461015
SecurityMX:WFC / Wells Fargo & Company
InstitutionGradient Investments LLC
Latest Disclosed Ownership172,589 shares
Latest Disclosed Value $ 13,739,796
Gradient Investments LLC reports 3.11% increase in ownership of WFC / Wells Fargo & Company

On April 13, 2026 - Gradient Investments LLC filed a 13F-HR form disclosing ownership of 172,589 shares of Wells Fargo & Company (MX:WFC) valued at $13,739,796 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 167,388 shares of Wells Fargo & Company. This represents a change in shares of 3.11% 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)
2026-04-13 2026-03-31 13F WELLS FARGO COM 949746101 172,589 5,201 3.11 13,740 -11.93 0.2129
2026-01-08 2025-12-31 13F WELLS FARGO CO COM 949746101 167,388 3,777 2.31 15,601 13.76 0.2476
2025-10-06 2025-09-30 13F WELLS FARGO CO COM 949746101 163,611 149,685 1,074.86 13,714 1,129.87 0.2290
2025-07-08 2025-06-30 13F WELLS FARGO CO COM 949746101 13,926 88 0.64 1,116 12.29 0.0204
2025-04-09 2025-03-31 13F WELLS FARGO CO COM 949746101 13,838 -320 -2.26 993 -0.10 0.0200
2025-01-21 2024-12-31 13F WELLS FARGO CO COM 949746101 14,158 -97 -0.68 994 23.48 0.0201
2024-10-15 2024-09-30 13F WELLS FARGO CO COM 949746101 14,255 -369 -2.52 805 -7.26 0.0168
2024-07-18 2024-06-30 13F WELLS FARGO CO COM 949746101 14,624 647 4.63 868 7.16 0.0195
2024-04-23 2024-03-31 13F WELLS FARGO CO COM 949746101 13,977 -294 -2.06 810 15.38 0.0188
2024-01-18 2023-12-31 13F WELLS FARGO CO COM 949746101 14,271 49 0.34 702 20.83 0.0170
2023-10-27 2023-09-30 13F WELLS FARGO CO COM 949746101 14,222 -29 -0.20 581 -4.44 0.0153
2023-07-11 2023-06-30 13F WELLS FARGO CO COM 949746101 14,251 -207 -1.43 608 12.59 0.0157
2023-04-17 2023-03-31 13F WELLS FARGO CO COM 949746101 14,458 -8 -0.06 540 -9.55 0.0147
2023-01-10 2022-12-31 13F WELLS FARGO CO COM 949746101 14,466 154 1.08 597 3.65 0.0188
2022-10-14 2022-09-30 13F WELLS FARGO CO COM 949746101 14,312 85 0.60 576 3.41 0.0176
2022-07-11 2022-06-30 13F WELLS FARGO CO COM 949746101 14,227 -116 -0.81 557 -19.86 0.0163
2022-05-26 2022-03-31 13F WELLS FARGO CO COM 949746101 14,343 -1,728 -10.75 695 -9.86 0.0179
2022-01-12 2021-12-31 13F WELLS FARGO CO COM 949746101 16,071 14,126 726.27 771 756.67 0.0195
2021-10-18 2021-09-30 13F WELLS FARGO CO COM 949746101 1,945 -17 -0.87 90 1.12 0.0025
2021-07-12 2021-06-30 13F WELLS FARGO CO COM 949746101 1,962 -5,848 -74.88 89 -70.82 0.0026
2021-04-21 2021-03-31 13F WELLS FARGO CO COM 949746101 7,810 -4,998 -39.02 305 1.33 0.0099
2021-01-08 2020-12-31 13F WELLS FARGO CO COM 949746101 12,808 -325 -2.47 301 -2.59 0.0128
2020-10-06 2020-09-30 13F WELLS FARGO CO COM 949746101 13,133 524 4.16 309 -4.33 0.0130
2020-07-10 2020-06-30 13F WELLS FARGO CO COM 949746101 12,609 -223,267 -94.65 323 -95.23 0.0147
2020-04-07 2020-03-31 13F WELLS FARGO CO COM 949746101 235,876 50,564 27.29 6,770 -32.10 0.3648
2020-01-15 2019-12-31 13F WELLS FARGO CO COM 949746101 185,312 183,729 11,606.38 9,970 12,362.50 0.4440
2019-10-10 2019-09-30 13F WELLS FARGO CO COM 949746101 1,583 -20,725 -92.90 80 -92.42 0.0039
2019-07-16 2019-06-30 13F WELLS FARGO CO COM 949746101 22,308 17,415 355.92 1,056 347.46 0.0542
2019-04-11 2019-03-31 13F WELLS FARGO CO COM 949746101 4,893 3,367 220.64 236 237.14 0.0153
2019-01-18 2018-12-31 13F WELLS FARGO CO COM 949746101 1,526 -13,239 -89.66 70 -90.98 0.0042
2018-10-11 2018-09-30 13F WELLS FARGO CO COM 949746101 14,765 142 0.97 776 -4.32 0.0398
2018-08-09 2018-06-30 13F WELLS FARGO CO COM 949746101 14,623 -2,365 -13.92 811 -8.88 0.0433
2018-04-10 2018-03-31 13F WELLS FARGO CO COM 949746101 16,988 4,288 33.76 890 15.58 0.0482
2018-02-07 2017-12-31 13F WELLS FARGO CO COM 949746101 12,700 12,700 770 0.0445
2017-10-16 2017-09-30 13F WELLS FARGO CO COM 949746101 0 -1,811 -100.00 0 -100.00
2017-07-19 2017-06-30 13F WELLS FARGO CO COM 949746101 1,811 -683 -27.39 100 -28.06 0.0070
2017-04-11 2017-03-31 13F WELLS FARGO & CO COM 949746101 2,494 921 58.55 139 59.77 0.0106
2017-01-17 2016-12-31 13F WELLS FARGO & CO COM 949746101 1,573 -95,018 -98.37 87 -97.97 0.0076
2016-10-11 2016-09-30 13F WELLS FARGO & CO COM 949746101 96,591 14,380 17.49 4,277 9.92 0.4202
2016-07-14 2016-06-30 13F WELLS FARGO & CO COM 949746101 82,211 6,962 9.25 3,891 6.92 0.4212
2016-04-13 2016-03-31 13F WELLS FARGO & CO COM 949746101 75,249 8,358 12.49 3,639 0.08 0.4491
2016-01-19 2015-12-31 13F WELLS FARGO & CO COM 949746101 66,891 5,503 8.96 3,636 15.36 0.4848
2015-10-14 2015-09-30 13F WELLS FARGO & CO COM 949746101 61,388 60,075 4,575.40 3,152 4,159.46 0.4473
2015-08-25 2015-06-30 13F WELLS FARGO & CO COM 949746101 1,313 283 27.48 74 32.14 0.0101
2015-04-10 2015-03-31 13F WELLS FARGO & CO COM 949746101 1,030 312 43.45 56 43.59 0.0084
2015-01-15 2014-12-31 13F WELLS FARGO & CO COM 949746101 718 0 0.00 39 5.41 0.0064
2014-10-14 2014-09-30 13F WELLS FARGO & CO COM 949746101 718 -538 -42.83 37 -40.32 0.0067
2014-04-11 2014-03-31 13F WELLS FARGO & CO COM 949746101 1,256 -609 -32.65 62 -27.06 0.0143
2014-01-13 2013-12-31 13F WELLS FARGO & CO COM 949746101 1,865 686 58.18 85 73.47 0.0226
2013-10-15 2013-09-30 13F WELLS FARGO & CO COM 949746101 1,179 199 20.31 49 22.50 0.0154
2013-07-19 2013-06-30 13F WELLS FARGO & CO COM 949746101 980 980 40 0.0150
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.