Wells Fargo & Company
MX ˙ BMV ˙ US9497461015
SecurityMX:WFC / Wells Fargo & Company
InstitutionInvestors Research Corp
Latest Disclosed Ownership963 shares
Latest Disclosed Value $ 76,664
Investors Research Corp reports 9.56% increase in ownership of WFC / Wells Fargo & Company

On April 3, 2026 - Investors Research Corp filed a 13F-HR form disclosing ownership of 963 shares of Wells Fargo & Company (MX:WFC) valued at $76,664 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 6, 2026 disclosing 879 shares of Wells Fargo & Company. This represents a change in shares of 9.56% 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)
2026-04-03 2026-03-31 13F WELLS FARGO CO COM 949746101 963 84 9.56 77 -6.17 0.0141
2026-01-06 2025-12-31 13F WELLS FARGO CO COM 949746101 879 0 0.00 82 10.96 0.0150
2025-10-02 2025-09-30 13F WELLS FARGO CO COM 949746101 879 0 0.00 74 4.29 0.0136
2025-07-07 2025-06-30 13F WELLS FARGO CO COM 949746101 879 0 0.00 70 11.11 0.0138
2025-04-08 2025-03-31 13F WELLS FARGO CO COM 949746101 879 -8,607 -90.73 63 -90.54 0.0137
2025-02-07 2024-12-31 13F WELLS FARGO CO COM 949746101 9,486 -3,975 -29.53 666 -12.37 0.1464
2024-11-12 2024-09-30 13F WELLS FARGO CO COM 949746101 13,461 160 1.20 760 -3.68 0.1662
2024-07-31 2024-06-30 13F WELLS FARGO CO COM 949746101 13,301 -5,712 -30.04 790 -28.34 0.1846
2024-05-06 2024-03-31 13F WELLS FARGO CO COM 949746101 19,013 -425 -2.19 1,102 15.17 0.2577
2024-01-30 2023-12-31 13F WELLS FARGO CO COM 949746101 19,438 -387 -1.95 957 18.02 0.2309
2023-11-01 2023-09-30 13F WELLS FARGO CO COM 949746101 19,825 -386 -1.91 810 -6.03 0.2115
2023-08-14 2023-06-30 13F WELLS FARGO CO COM 949746101 20,211 0 0.00 863 14.17 0.2177
2023-05-11 2023-03-31 13F WELLS FARGO CO COM 949746101 20,211 -250 -1.22 755 -10.55 0.1962
2023-02-06 2022-12-31 13F WELLS FARGO CO COM 949746101 20,461 -200 -0.97 845 1.56 0.2286
2022-11-10 2022-09-30 13F WELLS FARGO CO COM 949746101 20,661 0 0.00 831 2.72 0.2545
2022-07-21 2022-06-30 13F WELLS FARGO CO COM 949746101 20,661 0 0.00 809 -19.18 0.2432
2022-04-13 2022-03-31 13F WELLS FARGO CO COM 949746101 20,661 0 0.00 1,001 1.01 0.2827
2022-01-27 2021-12-31 13F WELLS FARGO CO COM 949746101 20,661 0 0.00 991 3.34 0.3000
2021-10-27 2021-09-30 13F WELLS FARGO CO COM 949746101 20,661 35 0.17 959 2.68 0.3237
2021-07-29 2021-06-30 13F WELLS FARGO CO COM 949746101 20,626 0 0.00 934 15.88 0.3231
2021-04-28 2021-03-31 13F WELLS FARGO CO COM 949746101 20,626 838 4.23 806 35.01 0.3036
2021-01-21 2020-12-31 13F WELLS FARGO CO COM 949746101 19,788 -1,997 -9.17 597 16.60 0.2349
2020-10-20 2020-09-30 13F WELLS FARGO CO COM 949746101 21,785 -350 -1.58 512 -9.70 0.2485
2020-07-21 2020-06-30 13F WELLS FARGO CO COM 949746101 22,135 0 0.00 567 -10.71 0.2845
2020-05-05 2020-03-31 13F WELLS FARGO CO COM 949746101 22,135 14,625 194.74 635 57.18 0.3963
2020-02-11 2019-12-31 13F WELLS FARGO CO COM 949746101 7,510 0 0.00 404 6.60 0.1863
2019-10-22 2019-09-30 13F WELLS FARGO CO COM 949746101 7,510 1,019 15.70 379 23.45 0.1922
2019-07-08 2019-06-30 13F WELLS FARGO CO COM 949746101 6,491 -199 -2.97 307 -4.95 0.1603
2019-04-23 2019-03-31 13F WELLS FARGO CO COM 949746101 6,690 199 3.07 323 8.03 0.1722
2019-02-04 2018-12-31 13F WELLS FARGO CO COM 949746101 6,491 0 0.00 299 -12.32 0.2088
2018-11-14 2018-09-30 13F WELLS FARGO CO COM 949746101 6,491 201 3.20 341 -2.29 0.1950
2018-08-10 2018-06-30 13F WELLS FARGO CO COM 949746101 6,290 1,495 31.18 349 39.04 0.2024
2018-05-09 2018-03-31 13F WELLS FARGO CO COM 949746101 4,795 0 0.00 251 -13.75 0.1526
2018-02-13 2017-12-31 13F WELLS FARGO CO COM 949746101 4,795 4,795 291 0.1800
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.