Wells Fargo & Company
MX ˙ BMV ˙ US9497461015
SecurityMX:WFC / Wells Fargo & Company
InstitutionGreen Square Capital Advisors Llc
Latest Disclosed Ownership4,924 shares
Latest Disclosed Value $ 392,000
Green Square Capital Advisors Llc reports 0.82% increase in ownership of WFC / Wells Fargo & Company

On May 7, 2026 - Green Square Capital Advisors Llc filed a 13F-HR form disclosing ownership of 4,924 shares of Wells Fargo & Company (MX:WFC) valued at $392,000 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 4,884 shares of Wells Fargo & Company. This represents a change in shares of 0.82% 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)
2026-05-07 2026-03-31 13F WELLS FARGO & CO COM Stock 949746101 4,924 40 0.82 392 -13.85 0.0413
2026-02-09 2025-12-31 13F WELLS FARGO & CO COM Stock 949746101 4,884 0 0.00 455 16.37 0.0473
2025-11-14 2025-09-30 13F WELLS FARGO CO NEW COM Stock 949746101 4,884 0 0.00 391 0.00 0.0464
2025-07-30 2025-06-30 13F WELLS FARGO CO NEW COM Stock 949746101 4,884 0 0.00 391 11.71 0.0464
2025-04-21 2025-03-31 13F WELLS FARGO CO NEW COM Stock 949746101 4,884 0 0.00 351 2.04 0.0531
2025-02-14 2024-12-31 13F WELLS FARGO CO NEW COM Stock 949746101 4,884 0 0.00 343 25.64 0.0471
2024-11-07 2024-09-30 13F WELLS FARGO CO NEW COM Stock 949746101 4,884 0 0.00 273 -5.86 0.0383
2024-08-14 2024-06-30 13F WELLS FARGO CO NEW COM Stock 949746101 4,884 -2,518 -34.02 290 -32.40 0.0400
2024-05-15 2024-03-31 13F WELLS FARGO CO COM 949746101 7,402 2,500 51.00 429 78.01 0.0571
2024-01-18 2023-12-31 13F WELLS FARGO CO COM 949746101 4,902 -110 -2.19 241 18.14 0.0326
2023-10-10 2023-09-30 13F WELLS FARGO CO COM 949746101 5,012 110 2.24 205 -2.39 0.0274
2023-07-13 2023-06-30 13F WELLS FARGO CO COM 949746101 4,902 4,902 209 0.0263
2021-07-29 2021-06-30 13F WELLS FARGO CO NEW COM Stock 949746101 0 -52,547 -100.00 0 -100.00
2021-05-17 2021-03-31 13F WELLS FARGO CO NEW COM Stock 949746101 52,547 0 0.00 2,053 29.45 0.6703
2021-02-16 2020-12-31 13F WELLS FARGO CO NEW COM Stock 949746101 52,547 0 0.00 1,586 28.42 0.5179
2020-11-16 2020-09-30 13F WELLS FARGO CO NEW COM Stock 949746101 52,547 -729 -1.37 1,235 -9.46 0.5027
2020-08-14 2020-06-30 13F WELLS FARGO CO NEW COM Stock 949746101 53,276 2,761 5.47 1,364 -5.93 0.6117
2020-05-15 2020-03-31 13F WELLS FARGO CO NEW COM Stock 949746101 50,515 -553 -1.08 1,450 -47.22 0.9461
2020-02-14 2019-12-31 13F WELLS FARGO CO NEW COM Stock 949746101 51,068 834 1.66 2,747 8.41 1.5353
2019-11-14 2019-09-30 13F WELLS FARGO CO NEW COM Stock 949746101 50,234 0 0.00 2,534 6.60 1.5000
2019-08-14 2019-06-30 13F WELLS FARGO CO NEW COM Stock 949746101 50,234 0 0.00 2,377 -2.06 1.4782
2019-05-14 2019-03-31 13F WELLS FARGO CO NEW COM Stock 949746101 50,234 -13,119 -20.71 2,427 -16.86 1.5717
2019-02-14 2018-12-31 13F WELLS FARGO CO NEW COM Stock 949746101 63,353 -8,266 -11.54 2,919 -22.45 0.4128
2018-11-14 2018-09-30 13F WELLS FARGO CO NEW COM Stock 949746101 71,619 8,314 13.13 3,764 7.24 0.5259
2018-08-20 2018-06-30 13F WELLS FARGO CO NEW COM Stock 949746101 63,305 161 0.25 3,510 6.07 0.5633
2018-05-14 2018-03-31 13F WELLS FARGO CO NEW COM Stock 949746101 63,144 -977 -1.52 3,309 -14.94 0.5189
2018-02-22 2017-12-31 13F WELLS FARGO CO NEW COM Stock 949746101 64,121 25 0.04 3,890 10.04 0.5856
2017-11-15 2017-09-30 13F WELLS FARGO CO NEW COM Stock 949746101 64,096 -142 -0.22 3,535 -0.67 0.6377
2017-08-14 2017-06-30 13F WELLS FARGO CO NEW COM Stock 949746101 64,238 -7,458 -10.40 3,559 -10.82 0.6312
2017-05-17 2017-03-31 13F WELLS FARGO CO NEW COM Stock 949746101 71,696 -1,436 -1.96 3,991 -0.97 0.7041
2017-02-17 2016-12-31 13F WELLS FARGO & CO NEW COM Stock 949746101 73,132 8,028 12.33 4,030 39.78 0.8063
2016-11-14 2016-09-30 13F WELLS FARGO & CO NEW COM Stock 949746101 65,104 1,004 1.57 2,883 -4.98 0.6515
2016-07-25 2016-06-30 13F WELLS FARGO & CO NEW COM Stock 949746101 64,100 4 0.01 3,034 -2.13 0.7476
2016-05-19 2016-03-31 13F WELLS FARGO & CO NEW COM Stock 949746101 64,096 -391 -0.61 3,100 -11.55 0.7878
2016-02-10 2015-12-31 13F WELLS FARGO & CO NEW COM Stock 949746101 64,487 -1,970 -2.96 3,505 2.70 0.8667
2015-11-12 2015-09-30 13F WELLS FARGO & CO NEW COM Stock 949746101 66,457 914 1.39 3,413 -7.41 0.8515
2015-08-12 2015-06-30 13F WELLS FARGO & CO NEW COM Stock 949746101 65,543 3,357 5.40 3,686 8.96 0.8194
2015-05-15 2015-03-31 13F WELLS FARGO & CO NEW COM Stock 949746101 62,186 5,417 9.54 3,383 14.87 0.7610
2014-11-10 2014-09-30 13F WELLS FARGO Stock 949746101 56,769 4,402 8.41 2,945 7.01 0.6898
2014-08-05 2014-06-30 13F WELLS FARGO & CO COM 949746101 52,367 55 0.11 2,752 5.76 0.6495
2014-05-15 2014-03-31 13F WELLS FARGO COM 949746101 52,312 0 0.00 2,602 9.56 0.6459
2014-03-03 2013-12-31 13F WELLS FARGO COM 949746101 52,312 -942 -1.77 2,375 7.95 0.6004
2013-11-14 2013-09-30 13F WELLS FARGO Stock 949746101 53,254 1,420 2.74 2,200 2.85 0.6203
2013-08-14 2013-06-30 13F WELLS FARGO & CO COM 949746101 51,834 51,834 2,139 0.6825
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.