Wells Fargo & Company
MX ˙ BMV ˙ US9497461015
SecurityMX:WFC / Wells Fargo & Company
InstitutionHeartland Advisors Inc
Latest Disclosed Ownership2,000 shares
Latest Disclosed Value $ 159,220
Heartland Advisors Inc ownership in WFC / Wells Fargo & Company

On May 6, 2026 - Heartland Advisors Inc filed a 13F-HR form disclosing ownership of 2,000 shares of Wells Fargo & Company (MX:WFC) valued at $159,220 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 2,000 shares of Wells Fargo & Company. This represents a change in shares of 0.00% 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)
2026-05-06 2026-03-31 13F WELLS FARGO COM 949746101 2,000 0 0.00 159 -14.52 0.0081
2026-02-11 2025-12-31 13F WELLS FARGO CO COM 949746101 2,000 0 0.00 186 11.38 0.0100
2025-11-07 2025-09-30 13F WELLS FARGO CO COM 949746101 2,000 0 0.00 168 4.38 0.0089
2025-08-12 2025-06-30 13F WELLS FARGO CO COM 949746101 2,000 2,000 160 0.0089
2024-11-12 2024-09-30 13F WELLS FARGO CO COM 949746101 0 -31,079 -100.00 0 -100.00
2024-08-08 2024-06-30 13F WELLS FARGO CO COM 949746101 31,079 -7,785 -20.03 1,846 -18.07 0.1033
2024-05-07 2024-03-31 13F WELLS FARGO CO COM 949746101 38,864 239 0.62 2,253 18.46 0.1180
2024-02-08 2023-12-31 13F WELLS FARGO CO COM 949746101 38,625 -2,657 -6.44 1,901 12.75 0.0993
2023-11-08 2023-09-30 13F WELLS FARGO CO COM 949746101 41,282 -359 -0.86 1,687 -5.12 0.0948
2023-08-10 2023-06-30 13F WELLS FARGO CO COM 949746101 41,641 158 0.38 1,777 14.65 0.1017
2023-05-11 2023-03-31 13F WELLS FARGO CO COM 949746101 41,483 12,577 43.51 1,551 29.92 0.0958
2023-02-08 2022-12-31 13F WELLS FARGO CO COM 949746101 28,906 336 1.18 1,194 3.83 0.0756
2022-11-10 2022-09-30 13F WELLS FARGO CO COM 949746101 28,570 -11,588 -28.86 1,149 -26.91 0.0859
2022-08-12 2022-06-30 13F WELLS FARGO CO COM 949746101 40,158 189 0.47 1,572 -18.84 0.1092
2022-05-12 2022-03-31 13F WELLS FARGO CO COM 949746101 39,969 657 1.67 1,937 2.70 0.1201
2022-02-09 2021-12-31 13F WELLS FARGO CO COM 949746101 39,312 10,226 35.16 1,886 39.70 0.1105
2021-11-09 2021-09-30 13F WELLS FARGO CO COM 949746101 29,086 243 0.84 1,350 3.37 0.0814
2021-08-11 2021-06-30 13F WELLS FARGO CO COM 949746101 28,843 -122 -0.42 1,306 15.37 0.0757
2021-05-12 2021-03-31 13F WELLS FARGO CO COM 949746101 28,965 28,965 1,132 0.0715
2020-05-13 2020-03-31 13F WELLS FARGO CO COM 949746101 0 -218,668 -100.00 0 -100.00
2020-02-11 2019-12-31 13F WELLS FARGO CO COM 949746101 218,668 -69,428 -24.10 11,764 -19.05 0.8668
2019-11-12 2019-09-30 13F WELLS FARGO CO COM 949746101 288,096 -9,089 -3.06 14,532 3.33 1.1090
2019-08-08 2019-06-30 13F WELLS FARGO CO COM 949746101 297,185 -18,198 -5.77 14,063 -7.72 1.0340
2019-05-13 2019-03-31 13F WELLS FARGO CO COM 949746101 315,383 40,125 14.58 15,239 20.14 1.1267
2019-02-12 2018-12-31 13F WELLS FARGO CO COM 949746101 275,258 -3,873 -1.39 12,684 -13.54 1.0475
2018-11-08 2018-09-30 13F WELLS FARGO CO COM 949746101 279,131 32,149 13.02 14,671 7.14 0.9795
2018-08-02 2018-06-30 13F WELLS FARGO CO COM 949746101 246,982 3,849 1.58 13,693 7.46 0.9023
2018-05-10 2018-03-31 13F WELLS FARGO & CO COM 949746101 243,133 -31,424 -11.45 12,743 -23.50 0.8542
2018-02-02 2017-12-31 13F WELLS FARGO & CO COM 949746101 274,557 1,528 0.56 16,657 10.62 1.0715
2017-10-25 2017-09-30 13F WELLS FARGO & CO COM 949746101 273,029 481 0.18 15,058 -0.29 0.9735
2017-08-08 2017-06-30 13F WELLS FARGO & CO COM 949746101 272,548 10,318 3.93 15,102 3.47 0.9716
2017-05-01 2017-03-31 13F WELLS FARGO & CO COM 949746101 262,230 38,190 17.05 14,596 18.21 0.8902
2017-01-31 2016-12-31 13F WELLS FARGO & CO COM 949746101 224,040 48,905 27.92 12,347 59.21 0.6822
2016-11-04 2016-09-30 13F WELLS FARGO & CO COM 949746101 175,135 175,135 7,755 0.4452
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.