Wells Fargo & Company
MX ˙ BMV ˙ US9497461015
SecurityMX:WFC / Wells Fargo & Company
InstitutionM&G Plc
Latest Disclosed Ownership3,906,676 shares
Latest Disclosed Value $ 312,534,080
M&G Plc reports 12.75% increase in ownership of WFC / Wells Fargo & Company

On May 13, 2026 - M&G Plc filed a 13F-HR form disclosing ownership of 3,906,676 shares of Wells Fargo & Company (MX:WFC) valued at $312,534,080 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 3,464,877 shares of Wells Fargo & Company. This represents a change in shares of 12.75% 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)
2026-05-13 2026-03-31 13F WELLS FARGO COM 949746101 3,906,676 441,799 12.75 312,534 -3.01 1.6143
2026-02-12 2025-12-31 13F WELLS FARGO CO COM 949746101 3,464,877 518,600 17.60 322,234 30.20 1.6553
2025-11-07 2025-09-30 13F WELLS FARGO CO COM 949746101 2,946,277 2,245,307 320.31 247,487 341.33 1.3159
2025-08-08 2025-06-30 13F WELLS FARGO CO COM 949746101 700,970 173,886 32.99 56,078 47.77 0.3089
2025-05-13 2025-03-31 13F WELLS FARGO CO COM 949746101 527,084 -59,515 -10.15 37,950 -7.58 0.1816
2025-02-11 2024-12-31 13F WELLS FARGO CO COM 949746101 586,599 -169,331 -22.40 41,062 -3.00 0.2535
2024-10-31 2024-09-30 13F WELLS FARGO CO COM 949746101 755,930 182,274 31.77 42,332 25.08 0.1720
2024-07-16 2024-06-30 13F WELLS FARGO CO COM 949746101 573,656 -57,051 -9.05 33,846 -7.48 0.1337
2024-05-10 2024-03-31 13F WELLS FARGO CO COM 949746101 630,707 630,707 36,581 0.1383
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.