Wells Fargo & Company
MX ˙ BMV ˙ US9497461015
SecurityMX:WFC / Wells Fargo & Company
InstitutionGreenleaf Trust
Latest Disclosed Ownership73,645 shares
Latest Disclosed Value $ 5,862,878
Greenleaf Trust reports 0.32% increase in ownership of WFC / Wells Fargo & Company

On April 27, 2026 - Greenleaf Trust filed a 13F-HR form disclosing ownership of 73,645 shares of Wells Fargo & Company (MX:WFC) valued at $5,862,878 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 73,413 shares of Wells Fargo & Company. This represents a change in shares of 0.32% 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)
2026-04-27 2026-03-31 13F Wells Fargo Com 949746101 73,645 232 0.32 5,863 -14.32 0.0323
2026-01-21 2025-12-31 13F Wells Fargo Com 949746101 73,413 2,036 2.85 6,842 14.38 0.0627
2025-10-22 2025-09-30 13F Wells Fargo Com 949746101 71,377 -1,129 -1.56 5,983 2.98 0.0544
2025-07-17 2025-06-30 13F Wells Fargo Com 949746101 72,506 -3,476 -4.57 5,809 6.51 0.0514
2025-04-30 2025-03-31 13F Wells Fargo Com 949746101 75,982 1,829 2.47 5,455 4.72 0.0497
2025-01-24 2024-12-31 13F Wells Fargo COM 949746101 74,153 1,791 2.48 5,209 27.43 0.0474
2024-10-22 2024-09-30 13F Wells Fargo COM 949746101 72,362 -1,605 -2.17 4,088 -6.94 0.0364
2024-07-22 2024-06-30 13F Wells Fargo COM 949746101 73,967 5,697 8.34 4,393 11.02 0.0417
2024-04-29 2024-03-31 13F Wells Fargo COM 949746101 68,270 -2,296 -3.25 3,957 13.91 0.0368
2024-01-31 2023-12-31 13F Wells Fargo COM 949746101 70,566 1,229 1.77 3,473 22.59 0.0372
2023-11-09 2023-09-30 13F Wells Fargo COM 949746101 69,337 5,600 8.79 2,833 4.15 0.0327
2023-08-09 2023-06-30 13F Wells Fargo COM 949746101 63,737 -1,218 -1.88 2,720 12.03 0.0289
2023-05-11 2023-03-31 13F Wells Fargo COM 949746101 64,955 6,400 10.93 2,428 121,300.00 0.0274
2023-01-25 2022-12-31 13F Wells Fargo COM 949746101 58,555 3,860 7.06 2 -99.91 0.0306
2022-11-10 2022-09-30 13F Wells Fargo COM 949746101 54,695 10,211 22.95 2,200 26.29 0.0326
2022-08-12 2022-06-30 13F Wells Fargo COM 949746101 44,484 -2,342 -5.00 1,742 -23.23 0.0264
2022-04-27 2022-03-31 13F Wells Fargo COM 949746101 46,826 2,579 5.83 2,269 6.88 0.0271
2022-02-11 2021-12-31 13F Wells Fargo COM 949746101 44,247 5,512 14.23 2,123 18.08 0.0249
2021-11-12 2021-09-30 13F Wells Fargo COM 949746101 38,735 2,470 6.81 1,798 9.50 0.0219
2021-08-10 2021-06-30 13F Wells Fargo COM 949746101 36,265 2,835 8.48 1,642 25.73 0.0204
2021-04-30 2021-03-31 13F Wells Fargo COM 949746101 33,430 11,899 55.26 1,306 100.92 0.0173
2021-02-08 2020-12-31 13F Wells Fargo COM 949746101 21,531 -1,494 -6.49 650 20.15 0.0086
2020-10-30 2020-09-30 13F Wells Fargo COM 949746101 23,025 -700 -2.95 541 -10.87 0.0084
2020-08-12 2020-06-30 13F Wells Fargo COM 949746101 23,725 15,860 201.65 607 168.58 0.0106
2020-04-29 2020-03-31 13F Wells Fargo COM 949746101 7,865 -46,925 -85.65 226 -92.33 0.0045
2020-02-11 2019-12-31 13F Wells Fargo COM 949746101 54,790 7,463 15.77 2,948 23.50 0.0462
2019-11-08 2019-09-30 13F Wells Fargo COM 949746101 47,327 10,877 29.84 2,387 38.38 0.0371
2019-07-24 2019-06-30 13F Wells Fargo COM 949746101 36,450 -8,699 -19.27 1,725 -20.94 0.0273
2019-05-08 2019-03-31 13F Wells Fargo COM 949746101 45,149 -10,264 -18.52 2,182 -14.53 0.0360
2019-02-07 2018-12-31 13F Wells Fargo COM 949746101 55,413 -6,718 -10.81 2,553 -21.83 0.0505
2018-10-29 2018-09-30 13F Wells Fargo COM 949746101 62,131 74 0.12 3,266 -5.06 0.0591
2018-08-07 2018-06-30 13F Wells Fargo COM 949746101 62,057 9,992 19.19 3,440 26.05 0.0655
2018-04-30 2018-03-31 13F Wells Fargo COM 949746101 52,065 2,547 5.14 2,729 -9.15 0.0542
2018-02-08 2017-12-31 13F Wells Fargo COM 949746101 49,518 3,354 7.27 3,004 17.99 0.0609
2017-11-13 2017-09-30 13F Wells Fargo COM 949746101 46,164 17,854 63.07 2,546 62.27 0.0558
2017-07-24 2017-06-30 13F Wells Fargo COM 949746101 28,310 1,309 4.85 1,569 4.39 0.0358
2017-04-28 2017-03-31 13F Wells Fargo COM 949746101 27,001 332 1.24 1,503 2.24 0.0362
2017-01-24 2016-12-31 13F Wells Fargo COM 949746101 26,669 -6,853 -20.44 1,470 -0.94 0.0386
2016-10-19 2016-09-30 13F Wells Fargo COM 949746101 33,522 -399,503 -92.26 1,484 -92.76 0.0391
2016-07-28 2016-06-30 13F Wells Fargo COM 949746101 433,025 -56,882 -11.61 20,495 -13.49 0.5249
2016-04-28 2016-03-31 13F Wells Fargo COM 949746101 489,907 -32,485 -6.22 23,692 -16.57 0.6443
2016-02-05 2015-12-31 13F Wells Fargo COM 949746101 522,392 4,678 0.90 28,397 6.82 0.8571
2015-10-30 2015-09-30 13F Wells Fargo COM 949746101 517,714 15,229 3.03 26,585 -5.93 0.7936
2015-08-12 2015-06-30 13F Wells Fargo COM 949746101 502,485 11,112 2.26 28,260 5.72 0.8155
2015-04-20 2015-03-31 13F Wells Fargo COM 949746101 491,373 491,373 0.00 26,731 0.8030
2015-02-02 2014-12-31 13F Wells Fargo COM 949746101 0 -461,924 -100.00 0 -100.00
2014-10-20 2014-09-30 13F Wells Fargo COM 949746101 461,924 801 0.17 23,960 -1.09 0.7904
2014-08-12 2014-06-30 13F Wells Fargo COM 949746101 461,123 562 0.12 24,225 5.75 0.7689
2014-05-13 2014-03-31 13F Wells Fargo COM 949746101 460,561 19,271 4.37 22,908 14.34 0.7365
2014-02-12 2013-12-31 13F Wells Fargo COM 949746101 441,290 7,404 1.71 20,035 11.75 0.6884
2013-10-30 2013-09-30 13F Wells Fargo COM 949746101 433,886 17,944 4.31 17,929 4.44 0.6730
2013-07-17 2013-06-30 13F Wells Fargo COM 949746101 415,942 415,942 17,166 0.6725
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.