Wells Fargo & Company
MX ˙ BMV ˙ US9497461015
SecurityMX:WFC / Wells Fargo & Company
InstitutionMercer Global Advisors Inc /adv
Latest Disclosed Ownership853,010 shares
Latest Disclosed Value $ 67,908,142
Mercer Global Advisors Inc /adv reports 6.14% increase in ownership of WFC / Wells Fargo & Company

On May 15, 2026 - Mercer Global Advisors Inc /adv filed a 13F-HR form disclosing ownership of 853,010 shares of Wells Fargo & Company (MX:WFC) valued at $67,908,142 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 803,681 shares of Wells Fargo & Company. This represents a change in shares of 6.14% 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)
2026-05-15 2026-03-31 13F WELLS FARGO COM 949746101 853,010 49,329 6.14 67,908 -7.48 0.1005
2026-02-17 2025-12-31 13F WELLS FARGO CO COM 949746101 803,681 69,763 9.51 73,399 19.32 0.1119
2025-11-14 2025-09-30 13F WELLS FARGO CO COM 949746101 733,918 76,051 11.56 61,517 16.71 0.1027
2025-08-14 2025-06-30 13F WELLS FARGO CO COM 949746101 657,867 -3,057 -0.46 52,709 11.09 0.1074
2025-05-15 2025-03-31 13F WELLS FARGO CO COM 949746101 660,924 9,351 1.44 47,446 3.67 0.1088
2025-02-14 2024-12-31 13F WELLS FARGO CO COM 949746101 651,573 23,989 3.82 45,766 31.26 0.1117
2024-11-14 2024-09-30 13F WELLS FARGO CO COM 949746101 627,584 20,389 3.36 34,868 0.94 0.0816
2024-08-12 2024-06-30 13F WELLS FARGO CO COM 949746101 607,195 86,777 16.67 34,546 115,050.00 0.0942
2024-05-15 2024-03-31 13F WELLS FARGO CO COM 949746101 520,418 248,556 91.43 31 130.77 0.0871
2024-02-15 2023-12-31 13F WELLS FARGO COM 949746101 271,862 -5,124 -1.85 13 18.18 0.0402
2023-11-15 2023-09-30 13F/A-1 WELLS FARGO CO COM 949746101 276,986 14,204 5.41 11 0.00 0.0430
2023-11-14 2023-09-30 13F WELLS FARGO CO COM 949746101 276,986 14,204 11 0.0430
2023-08-14 2023-06-30 13F WELLS FARGO CO COM 949746101 262,782 45,068 20.70 11 37.50 0.0445
2023-05-16 2023-03-31 13F WELLS FARGO CO COM 949746101 217,714 -48,679 -18.27 8 -20.00 0.0370
2023-02-09 2022-12-31 13F WELLS FARGO COM 949746101 266,393 -1,700 -0.63 11 -99.91 0.0551
2022-11-15 2022-09-30 13F WELLS FARGO COM 949746101 268,093 15,397 6.09 10,783 8.94 0.0640
2022-08-10 2022-06-30 13F WELLS FARGO COM 949746101 252,696 -5,178 -2.01 9,898 -20.80 0.0606
2022-05-10 2022-03-31 13F WELLS FARGO COM 949746101 257,874 53,258 26.03 12,497 27.30 0.0736
2022-02-04 2021-12-31 13F WELLS FARGO COM 949746101 204,616 -53,276 -20.66 9,817 -17.98 0.0606
2021-11-10 2021-09-30 13F WELLS FARGO COM 949746101 257,892 43,554 20.32 11,969 23.30 0.0836
2021-08-10 2021-06-30 13F WELLS FARGO COM 949746101 214,338 6,775 3.26 9,707 19.68 0.0747
2021-08-10 2021-03-31 13F/A-1 WELLS FARGO COM 949746101 207,563 122,591 144.27 8,111 216.34 0.0738
2021-05-11 2021-03-31 13F WELLS FARGO COM 949746101 205,809 120,837 8,042 0.0770
2021-02-12 2020-12-31 13F WELLS FARGO COM 949746101 84,972 -4,889 -5.44 2,564 21.34 0.0320
2020-12-10 2020-09-30 13F WELLS FARGO CO NEW COM COM 949746101 89,861 -62,494 -41.02 2,113 -45.82 0.0318
2020-08-10 2020-06-30 13F WELLS FARGO CO COM 949746101 152,355 -7,752 -4.84 3,900 -15.13 0.0708
2020-05-18 2020-03-31 13F WELLS FARGO CO COM 949746101 160,107 305 0.19 4,595 -46.56 0.1011
2020-02-13 2019-12-31 13F WELLS FARGO CO NEW COM COM 949746101 159,802 7,587 4.98 8,598 12.00 0.1717
2019-11-12 2019-09-30 13F WELLS FARGO CO NEW COM COM 949746101 152,215 18,111 13.51 7,677 20.97 0.1805
2019-08-14 2019-06-30 13F WELLS FARGO CO NEW COM COM 949746101 134,104 -568 -0.42 6,346 -2.47 0.1682
2019-04-23 2019-03-31 13F/A-1 WELLS FARGO CO NEW COM COM 949746101 134,672 134,672 6,507 0.2340
2019-04-12 2019-03-31 13F WELLS FARGO CO NEW COM COM 949746101 113,012 5,208 0.2775
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.