Wells Fargo & Company
MX ˙ BMV ˙ US9497461015
SecurityMX:WFC / Wells Fargo & Company
InstitutionLexAurum Advisors, LLC
Latest Disclosed Ownership20,465 shares
Latest Disclosed Value $ 1,629,203
LexAurum Advisors, LLC reports 9.33% increase in ownership of WFC / Wells Fargo & Company

On April 13, 2026 - LexAurum Advisors, LLC filed a 13F-HR form disclosing ownership of 20,465 shares of Wells Fargo & Company (MX:WFC) valued at $1,629,203 USD as of March 31, 2026. The entity filed a previous 13F-HR on November 6, 2025 disclosing 18,719 shares of Wells Fargo & Company. This represents a change in shares of 9.33% 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)
2026-04-13 2026-03-31 13F WELLS FARGO COM 949746101 20,465 1,746 9.33 1,629 3.82 0.2113
2025-11-06 2025-09-30 13F WELLS FARGO CO COM 949746101 18,719 -80 -0.43 1,569 4.18 0.2225
2025-07-17 2025-06-30 13F WELLS FARGO CO COM 949746101 18,799 7 0.04 1,506 11.64 0.2378
2025-04-14 2025-03-31 13F WELLS FARGO CO COM 949746101 18,792 -96 -0.51 1,349 1.73 0.2585
2025-01-21 2024-12-31 13F WELLS FARGO CO COM 949746101 18,888 450 2.44 1,327 27.38 0.2629
2024-10-17 2024-09-30 13F WELLS FARGO CO COM 949746101 18,438 1 0.01 1,042 -4.84 0.2289
2024-07-15 2024-06-30 13F WELLS FARGO CO COM 949746101 18,437 -1,410 -7.10 1,095 -4.87 0.2672
2024-04-10 2024-03-31 13F WELLS FARGO CO COM 949746101 19,847 -100 -0.50 1,150 17.23 0.2892
2024-01-10 2023-12-31 13F WELLS FARGO CO COM 949746101 19,947 -445 -2.18 982 17.77 0.2574
2023-10-16 2023-09-30 13F WELLS FARGO CO COM 949746101 20,392 5,647 38.30 833 32.43 0.2436
2023-07-25 2023-06-30 13F WELLS FARGO CO COM 949746101 14,745 337 2.34 629 16.91 0.1895
2023-04-11 2023-03-31 13F WELLS FARGO CO COM 949746101 14,408 11 0.08 539 -9.43 0.1788
2023-01-23 2022-12-31 13F WELLS FARGO CO COM 949746101 14,397 11 0.08 594 2.59 0.2128
2022-10-17 2022-09-30 13F WELLS FARGO CO COM 949746101 14,386 12 0.08 579 2.84 0.2238
2022-08-05 2022-06-30 13F WELLS FARGO CO COM 949746101 14,374 6 0.04 563 -19.11 0.2105
2022-05-04 2022-03-31 13F WELLS FARGO CO COM 949746101 14,368 8 0.06 696 1.02 0.2270
2022-01-24 2021-12-31 13F WELLS FARGO CO COM 949746101 14,360 -194 -1.33 689 2.07 0.2243
2021-11-03 2021-09-30 13F WELLS FARGO CO COM 949746101 14,554 -1,075 -6.88 675 -4.66 0.1993
2021-07-19 2021-06-30 13F WELLS FARGO CO COM 949746101 15,629 2,463 18.71 708 37.74 0.2097
2021-04-22 2021-03-31 13F WELLS FARGO CO COM 949746101 13,166 -70 -0.53 514 28.82 0.1757
2021-01-20 2020-12-31 13F WELLS FARGO CO COM 949746101 13,236 -194 -1.44 399 26.27 0.1430
2020-10-22 2020-09-30 13F WELLS FARGO CO COM 949746101 13,430 -146 -1.08 316 -9.20 0.1297
2020-07-22 2020-06-30 13F WELLS FARGO CO COM 949746101 13,576 -6,236 -31.48 348 -38.84 0.1902
2020-04-22 2020-03-31 13F WELLS FARGO CO COM 949746101 19,812 368 1.89 569 -45.60 0.3944
2020-01-27 2019-12-31 13F WELLS FARGO CO COM 949746101 19,444 41 0.21 1,046 6.84 0.5164
2019-10-17 2019-09-30 13F WELLS FARGO CO COM 949746101 19,403 2 0.01 979 6.64 0.5794
2019-07-19 2019-06-30 13F WELLS FARGO CO COM 949746101 19,401 777 4.17 918 2.00 0.5668
2019-05-03 2019-03-31 13F WELLS FARGO CO COM 949746101 18,624 182 0.99 900 5.88 0.5957
2019-02-07 2018-12-31 13F WELLS FARGO CO COM 949746101 18,442 1,483 8.74 850 -4.60 0.6577
2018-11-08 2018-09-30 13F WELLS FARGO CO COM 949746101 16,959 11,756 225.95 891 209.38 0.6245
2018-08-07 2018-06-30 13F WELLS FARGO CO COM 949746101 5,203 664 14.63 288 21.01 0.2557
2018-05-09 2018-03-31 13F/A-1 WELLS FARGO CO COM 949746101 4,539 -630 -12.19 238 -26.32 0.2014
2018-05-07 2018-03-31 13F WELLS FARGO CO COM 949746101 5,169 0 323 0.3121
2018-02-09 2017-12-31 13F WELLS FARGO CO COM 949746101 5,169 5,169 323 0.3024
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.