Wells Fargo & Company
MX ˙ BMV ˙ US9497461015
SecurityMX:WFC / Wells Fargo & Company
InstitutionLynch & Associates/in
Latest Disclosed Ownership7,163 shares
Latest Disclosed Value $ 570,246
Lynch & Associates/in reports 6.70% increase in ownership of WFC / Wells Fargo & Company

On April 8, 2026 - Lynch & Associates/in filed a 13F-HR form disclosing ownership of 7,163 shares of Wells Fargo & Company (MX:WFC) valued at $570,246 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 7, 2026 disclosing 6,713 shares of Wells Fargo & Company. This represents a change in shares of 6.70% 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)
2026-04-08 2026-03-31 13F WELLS FARGO COM 949746101 7,163 450 6.70 570 -8.80 0.1071
2026-01-07 2025-12-31 13F WELLS FARGO COM 949746101 6,713 0 0.00 626 11.21 0.1183
2025-10-07 2025-09-30 13F WELLS FARGO COM 949746101 6,713 -16 -0.24 563 4.27 0.1087
2025-07-15 2025-06-30 13F WELLS FARGO COM 949746101 6,729 135 2.05 539 13.95 0.1086
2025-04-17 2025-03-31 13F WELLS FARGO COM 949746101 6,594 -12 -0.18 473 1.94 0.1024
2025-01-10 2024-12-31 13F WELLS FARGO COM 949746101 6,606 -647 -8.92 464 13.45 0.1007
2024-10-15 2024-09-30 13F WELLS FARGO COM 949746101 7,253 0 0.00 410 -4.88 0.0866
2024-08-06 2024-06-30 13F WELLS FARGO COM 949746101 7,253 0 0.00 431 2.38 0.0971
2024-04-09 2024-03-31 13F WELLS FARGO COM 949746101 7,253 -25 -0.34 420 17.32 0.0971
2024-01-08 2023-12-31 13F WELLS FARGO COM 949746101 7,278 -181 -2.43 358 17.76 0.0871
2023-10-24 2023-09-30 13F/A-1 WELLS FARGO COM 949746101 7,459 334 4.69 305 0.00 0.0804
2023-10-24 2023-09-30 13F WELLS FARGO COM 949746101 7,459 334 0 0.0805
2023-10-24 2023-06-30 13F/A-1 WELLS FARGO COM 949746101 7,125 0 0.00 304 14.29 0.0778
2023-07-13 2023-06-30 13F WELLS FARGO COM 949746101 7,125 0 0 0.0778
2023-10-24 2023-03-31 13F/A-1 WELLS FARGO COM 949746101 7,125 -39 -0.54 266 -9.83 0.0699
2023-04-04 2023-03-31 13F WELLS FARGO COM 949746101 7,125 -39 0 0.0698
2023-10-24 2022-12-31 13F/A-1 WELLS FARGO COM 949746101 7,164 0 0.00 296 2.43 0.0773
2023-01-05 2022-12-31 13F WELLS FARGO COM 949746101 7,164 0 0 0.0774
2022-10-03 2022-09-30 13F WELLS FARGO COM 949746101 7,164 0 0.00 288 2.49 0.0843
2022-07-06 2022-06-30 13F WELLS FARGO COM 949746101 7,164 0 0.00 281 -19.02 0.0764
2022-04-08 2022-03-31 13F WELLS FARGO COM 949746101 7,164 0 0.00 347 0.87 0.0840
2022-01-11 2021-12-31 13F WELLS FARGO COM 949746101 7,164 -2,675 -27.19 344 -24.73 0.0812
2021-10-12 2021-09-30 13F WELLS FARGO COM 949746101 9,839 -305 -3.01 457 -0.44 0.1184
2021-07-21 2021-06-30 13F WELLS FARGO COM 949746101 10,144 -612 -5.69 459 9.29 0.1178
2021-04-09 2021-03-31 13F WELLS FARGO COM 949746101 10,756 1 0.01 420 29.23 0.1134
2021-01-20 2020-12-31 13F WELLS FARGO COM 949746101 10,755 -550 -4.87 325 22.18 0.0885
2020-10-21 2020-09-30 13F WELLS FARGO COM 949746101 11,305 -123,604 -91.62 266 -92.30 0.0797
2020-07-20 2020-06-30 13F WELLS FARGO COM 949746101 134,909 -29,147 -17.77 3,454 -26.64 1.1172
2020-04-28 2020-03-31 13F WELLS FARGO COM 949746101 164,056 36,691 28.81 4,708 -31.29 1.7300
2020-01-10 2019-12-31 13F WELLS FARGO COM 949746101 127,365 4,835 3.95 6,852 10.87 1.9692
2019-10-03 2019-09-30 13F WELLS FARGO COM 949746101 122,530 5,578 4.77 6,180 11.67 1.8901
2019-07-19 2019-06-30 13F WELLS FARGO COM 949746101 116,952 -6,273 -5.09 5,534 -7.05 1.7983
2019-04-25 2019-03-31 13F WELLS FARGO COM 949746101 123,225 -1,820 -1.46 5,954 3.33 1.9745
2019-01-10 2018-12-31 13F WELLS FARGO COM 949746101 125,045 -13,177 -9.53 5,762 -20.69 2.1515
2018-10-05 2018-09-30 13F WELLS FARGO COM 949746101 138,222 5,971 4.51 7,265 -0.91 2.4520
2018-07-09 2018-06-30 13F WELLS FARGO COM 949746101 132,251 8,864 7.18 7,332 13.38 2.6560
2018-04-06 2018-03-31 13F WELLS FARGO COM 949746101 123,387 -278 -0.22 6,467 -13.81 2.4729
2018-01-04 2017-12-31 13F WELLS FARGO COM 949746101 123,665 2,740 2.27 7,503 12.51 2.8122
2017-10-18 2017-09-30 13F WELLS FARGO COM 949746101 120,925 3,943 3.37 6,669 2.88 2.6497
2017-07-20 2017-06-30 13F WELLS FARGO COM 949746101 116,982 3,308 2.91 6,482 2.45 2.5608
2017-04-10 2017-03-31 13F WELLS FARGO COM 949746101 113,674 5,147 4.74 6,327 5.78 2.5803
2017-01-09 2016-12-31 13F WELLS FARGO COM 949746101 108,527 7,404 7.32 5,981 33.56 2.5176
2016-10-04 2016-09-30 13F WELLS FARGO COM 949746101 101,123 583 0.58 4,478 -5.90 1.9701
2016-07-20 2016-06-30 13F WELLS FARGO COM 949746101 100,540 6,153 6.52 4,759 4.25 2.1264
2016-04-11 2016-03-31 13F WELLS FARGO COM 949746101 94,387 1,213 1.30 4,565 -9.87 2.1705
2016-02-29 2015-12-31 13F WELLS FARGO COM 949746101 93,174 622 0.67 5,065 6.56 2.5995
2015-10-14 2015-09-30 13F WELLS FARGO COM 949746101 92,552 83 0.09 4,753 -8.60 2.6331
2015-07-21 2015-06-30 13F WELLS FARGO COM 949746101 92,469 2,813 3.14 5,200 6.62 2.7146
2015-04-13 2015-03-31 13F WELLS FARGO COM 949746101 89,656 2,752 3.17 4,877 2.37 2.5679
2015-01-21 2014-12-31 13F WELLS FARGO COM 949746101 86,904 3,312 3.96 4,764 9.87 2.5620
2014-10-03 2014-09-30 13F WELLS FARGO COM 949746101 83,592 1,908 2.34 4,336 1.00 2.4360
2014-07-15 2014-06-30 13F WELLS FARGO COM 949746101 81,684 789 0.98 4,293 6.68 2.4512
2014-04-15 2014-03-31 13F WELLS FARGO COM 949746101 80,895 3,977 5.17 4,024 15.23 2.3735
2014-01-22 2013-12-31 13F WELLS FARGO COM 949746101 76,918 9,584 14.23 3,492 25.52 2.0863
2013-10-16 2013-09-30 13F WELLS FARGO COM 949746101 67,334 2,977 4.63 2,782 4.74 1.8562
2013-07-16 2013-06-30 13F WELLS FARGO COM 949746101 64,357 64,357 2,656 1.8356
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.