Wells Fargo & Company
MX ˙ BMV ˙ US9497461015
SecurityMX:WFC / Wells Fargo & Company
InstitutionLaurel Wealth Advisors LLC
Latest Disclosed Ownership25,470 shares
Latest Disclosed Value $ 1,926,554
Laurel Wealth Advisors LLC reports 3.03% increase in ownership of WFC / Wells Fargo & Company

On May 12, 2026 - Laurel Wealth Advisors LLC filed a 13F-HR form disclosing ownership of 25,470 shares of Wells Fargo & Company (MX:WFC) valued at $1,926,554 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 24,721 shares of Wells Fargo & Company. This represents a change in shares of 3.03% 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)
2026-05-12 2026-03-31 13F WELLS FARGO COM 949746101 25,470 749 3.03 1,927 -16.37 0.1905
2026-01-30 2025-12-31 13F WELLS FARGO CO COM 949746101 24,721 -164 -0.66 2,304 10.46 0.3046
2025-11-12 2025-09-30 13F WELLS FARGO CO COM 949746101 24,885 250 1.01 2,086 5.68 0.2915
2025-11-24 2025-06-30 13F/A-1 WELLS FARGO CO COM 949746101 24,635 300 1.23 1,974 13.00 0.2951
2025-08-12 2025-06-30 13F WELLS FARGO CO COM 949746101 1,973,730 1,949,395 25 0.3533
2025-04-15 2025-03-31 13F WELLS FARGO CO COM 949746101 24,335 13 0.05 1,747 2.22 0.2735
2025-01-14 2024-12-31 13F WELLS FARGO CO COM 949746101 24,322 -58 -0.24 1,708 24.04 0.2670
2024-11-05 2024-09-30 13F WELLS FARGO CO COM 949746101 24,380 520 2.18 1,377 -2.82 0.2194
2024-07-31 2024-06-30 13F WELLS FARGO CO COM 949746101 23,860 133 0.56 1,417 3.05 0.2458
2024-05-13 2024-03-31 13F WELLS FARGO CO COM 949746101 23,727 423 1.82 1,375 19.98 0.2345
2024-02-13 2023-12-31 13F WELLS FARGO CO COM 949746101 23,304 1,803 8.39 1,147 30.52 0.2176
2023-11-14 2023-09-30 13F WELLS FARGO CO COM 949746101 21,501 -736 -3.31 879 -7.48 0.1858
2023-08-15 2023-06-30 13F WELLS FARGO CO COM 949746101 22,237 1,291 6.16 949 21.36 0.1901
2023-05-08 2023-03-31 13F WELLS FARGO CO COM 949746101 20,946 -3,900 -15.70 783 -23.71 0.1655
2023-02-07 2022-12-31 13F WELLS FARGO CO COM 949746101 24,846 655 2.71 1,026 5.34 0.2320
2022-11-15 2022-09-30 13F WELLS FARGO CO COM 949746101 24,191 15 0.06 973 2.75 0.2423
2022-08-12 2022-06-30 13F WELLS FARGO CO COM 949746101 24,176 47 0.19 947 -18.99 0.2289
2022-05-02 2022-03-31 13F WELLS FARGO CO COM 949746101 24,129 -200 -0.82 1,169 0.17 0.2456
2022-02-01 2021-12-31 13F WELLS FARGO CO COM 949746101 24,329 0 0.00 1,167 3.37 0.2391
2021-11-12 2021-09-30 13F WELLS FARGO CO COM 949746101 24,329 -350 -1.42 1,129 0.98 0.2495
2021-08-02 2021-06-30 13F WELLS FARGO CO COM 949746101 24,679 3,149 14.63 1,118 32.94 0.2412
2021-05-04 2021-03-31 13F WELLS FARGO CO COM 949746101 21,530 -3,280 -13.22 841 12.28 0.2038
2021-02-04 2020-12-31 13F WELLS FARGO CO COM 949746101 24,810 -15,799 -38.91 749 -21.57 0.1947
2020-11-10 2020-09-30 13F WELLS FARGO CO COM 949746101 40,609 -6,943 -14.60 955 -21.53 0.2968
2020-08-06 2020-06-30 13F WELLS FARGO CO COM 949746101 47,552 -9,162 -16.15 1,217 -25.25 0.4158
2020-04-30 2020-03-31 13F WELLS FARGO CO COM 949746101 56,714 17,332 44.01 1,628 -23.17 0.6396
2020-01-31 2019-12-31 13F WELLS FARGO CO COM 949746101 39,382 -450 -1.13 2,119 5.48 0.7000
2019-11-13 2019-09-30 13F WELLS FARGO CO COM 949746101 39,832 1,043 2.69 2,009 9.18 0.7170
2019-08-07 2019-06-30 13F WELLS FARGO CO COM 949746101 38,789 -4,675 -10.76 1,840 -12.38 0.6813
2019-05-09 2019-03-31 13F WELLS FARGO CO COM 949746101 43,464 136 0.31 2,100 5.16 0.8095
2019-02-08 2018-12-31 13F WELLS FARGO CO COM 949746101 43,328 43,328 1,997 0.8540
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.