Wells Fargo & Company
MX ˙ BMV ˙ US9497461015
SecurityMX:WFC / Wells Fargo & Company
InstitutionLVW Advisors, LLC
Latest Disclosed Ownership13,112 shares
Latest Disclosed Value $ 1,043,847
LVW Advisors, LLC reports 24.91% increase in ownership of WFC / Wells Fargo & Company

On April 20, 2026 - LVW Advisors, LLC filed a 13F-HR form disclosing ownership of 13,112 shares of Wells Fargo & Company (MX:WFC) valued at $1,043,847 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 10,497 shares of Wells Fargo & Company. This represents a change in shares of 24.91% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-20 2026-03-31 13F WELLS FARGO COM 949746101 13,112 2,615 24.91 1,044 6.65 0.0995
2026-01-14 2025-12-31 13F WELLS FARGO CO COM 949746101 10,497 1,767 20.24 978 33.79 0.0992
2025-10-20 2025-09-30 13F WELLS FARGO CO COM 949746101 8,730 1,512 20.95 732 26.47 0.0747
2025-07-17 2025-06-30 13F WELLS FARGO CO COM 949746101 7,218 461 6.82 578 19.18 0.0631
2025-04-09 2025-03-31 13F WELLS FARGO CO COM 949746101 6,757 -185 -2.66 485 -0.41 0.0580
2025-01-16 2024-12-31 13F WELLS FARGO CO COM 949746101 6,942 -1,289 -15.66 488 4.96 0.0587
2024-10-09 2024-09-30 13F WELLS FARGO CO COM 949746101 8,231 -418 -4.83 465 -9.55 0.0592
2024-07-15 2024-06-30 13F WELLS FARGO CO COM 949746101 8,649 -561 -6.09 514 -3.75 0.0751
2024-04-18 2024-03-31 13F WELLS FARGO CO COM 949746101 9,210 58 0.63 534 18.44 0.0903
2024-01-16 2023-12-31 13F WELLS FARGO CO COM 949746101 9,152 -553 -5.70 450 13.64 0.0844
2023-10-11 2023-09-30 13F WELLS FARGO CO COM 949746101 9,705 -283 -2.83 397 -7.04 0.0818
2023-07-14 2023-06-30 13F WELLS FARGO CO COM 949746101 9,988 0 0.00 426 14.21 0.0820
2023-05-03 2023-03-31 13F WELLS FARGO CO COM 949746101 9,988 102 1.03 373 -8.58 0.0730
2023-01-19 2022-12-31 13F WELLS FARGO CO COM 949746101 9,886 1,928 24.23 408 27.50 0.0830
2022-10-14 2022-09-30 13F WELLS FARGO CO COM 949746101 7,958 853 12.01 320 15.11 0.0715
2022-07-22 2022-06-30 13F WELLS FARGO CO COM 949746101 7,105 -77 -1.07 278 -20.11 0.0565
2022-05-02 2022-03-31 13F WELLS FARGO CO COM 949746101 7,182 525 7.89 348 9.09 0.0588
2022-01-26 2021-12-31 13F WELLS FARGO CO COM 949746101 6,657 -1,266 -15.98 319 -13.32 0.0543
2021-11-02 2021-09-30 13F WELLS FARGO CO COM 949746101 7,923 1,105 16.21 368 19.09 0.0634
2021-07-15 2021-06-30 13F WELLS FARGO CO COM 949746101 6,818 6,818 309 0.0548
2021-02-04 2020-12-31 13F WELLS FARGO CO COM 949746101 0 -8,743 -100.00 0 -100.00
2020-10-29 2020-09-30 13F WELLS FARGO CO COM 949746101 8,743 -76,476 -89.74 206 -90.56 0.0454
2020-08-11 2020-06-30 13F WELLS FARGO CO COM 949746101 85,219 -25,170 -22.80 2,182 -31.12 0.5266
2020-04-23 2020-03-31 13F WELLS FARGO CO COM 949746101 110,389 33,987 44.48 3,168 -22.92 0.8432
2020-02-10 2019-12-31 13F WELLS FARGO CO COM 949746101 76,402 229 0.30 4,110 6.98 0.9304
2019-10-22 2019-09-30 13F WELLS FARGO CO COM 949746101 76,173 19,221 33.75 3,842 42.56 0.9520
2019-08-14 2019-06-30 13F WELLS FARGO CO COM 949746101 56,952 -11,650 -16.98 2,695 -18.70 0.7450
2019-05-03 2019-03-31 13F WELLS FARGO CO COM 949746101 68,602 9,995 17.05 3,315 22.73 0.8834
2019-02-05 2018-12-31 13F WELLS FARGO CO COM 949746101 58,607 -26,104 -30.82 2,701 -39.33 0.9118
2018-11-02 2018-09-30 13F WELLS FARGO CO COM 949746101 84,711 358 0.42 4,452 -4.81 1.2498
2018-07-31 2018-06-30 13F WELLS FARGO CO COM 949746101 84,353 3,172 3.91 4,677 9.92 1.4824
2018-04-20 2018-03-31 13F WELLS FARGO CO COM 949746101 81,181 -3,023 -3.59 4,255 -16.72 1.3206
2018-02-12 2017-12-31 13F WELLS FARGO CO COM 949746101 84,204 9,286 12.39 5,109 23.64 1.4922
2017-11-09 2017-09-30 13F WELLS FARGO CO COM 949746101 74,918 20,714 38.21 4,132 37.60 1.6408
2017-08-10 2017-06-30 13F WELLS FARGO CO COM 949746101 54,204 -562 -1.03 3,003 -1.48 1.0565
2017-05-11 2017-03-31 13F WELLS FARGO & CO COM 949746101 54,766 -5,461 -9.07 3,048 -8.17 1.0923
2017-02-10 2016-12-31 13F WELLS FARGO & CO COM 949746101 60,227 -52 -0.09 3,319 24.35 1.1600
2016-11-14 2016-09-30 13F WELLS FARGO & CO COM 949746101 60,279 10,147 20.24 2,669 12.47 0.8748
2016-08-11 2016-06-30 13F WELLS FARGO & CO COM 949746101 50,132 32,925 191.35 2,373 185.22 0.8910
2016-05-11 2016-03-31 13F WELLS FARGO & CO COM 949746101 17,207 -2,192 -11.30 832 -21.14 0.2658
2016-02-16 2015-12-31 13F WELLS FARGO & CO COM 949746101 19,399 -2,163 -10.03 1,055 -4.70 0.4131
2016-02-16 2015-09-30 13F/A-1 WELLS FARGO & CO COM 949746101 21,562 4,059 23.19 1,107 27.83 0.5106
2015-11-13 2015-09-30 13F WELLS FARGO & CO COM 949746101 21,562 1,107
2015-08-13 2015-06-30 13F WELLS FARGO & CO COM 949746101 17,503 5,211 42.39 866 29.45 0.3686
2015-05-13 2015-03-31 13F WELLS FARGO & CO COM 949746101 12,292 5,432 79.18 669 77.93 0.3185
2015-02-17 2014-12-31 13F WELLS FARGO & CO COM 949746101 6,860 6,860 376 0.2072
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.