Wells Fargo & Company
MX ˙ BMV ˙ US9497461015
SecurityMX:WFC / Wells Fargo & Company
InstitutionNorthwest Wealth Management, Llc
Latest Disclosed Ownership12,289 shares
Latest Disclosed Value $ 978,323
Northwest Wealth Management, Llc reports 1.54% increase in ownership of WFC / Wells Fargo & Company

On April 14, 2026 - Northwest Wealth Management, Llc filed a 13F-HR form disclosing ownership of 12,289 shares of Wells Fargo & Company (MX:WFC) valued at $978,323 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 12,103 shares of Wells Fargo & Company. This represents a change in shares of 1.54% 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)
2026-04-14 2026-03-31 13F WELLS FARGO COM 949746101 12,289 186 1.54 978 -13.30 0.1470
2026-01-14 2025-12-31 13F WELLS FARGO CO COM 949746101 12,103 -131 -1.07 1,128 10.05 0.1775
2025-10-14 2025-09-30 13F WELLS FARGO CO COM 949746101 12,234 16 0.13 1,025 4.81 0.1690
2025-07-17 2025-06-30 13F WELLS FARGO CO COM 949746101 12,218 -6 -0.05 979 11.52 0.1769
2025-04-25 2025-03-31 13F WELLS FARGO CO COM 949746101 12,224 -2,622 -17.66 878 -15.83 0.1748
2025-02-10 2024-12-31 13F WELLS FARGO CO COM 949746101 14,846 431 2.99 1,043 28.01 0.2210
2024-11-04 2024-09-30 13F WELLS FARGO CO COM 949746101 14,415 -156 -1.07 814 -5.90 0.1899
2024-08-05 2024-06-30 13F WELLS FARGO CO COM 949746101 14,571 -140 -0.95 865 1.53 0.2240
2024-05-14 2024-03-31 13F WELLS FARGO CO COM 949746101 14,711 104 0.71 853 18.66 0.2337
2024-02-14 2023-12-31 13F WELLS FARGO CO COM 949746101 14,607 -746 -4.86 719 14.51 0.2165
2023-11-01 2023-09-30 13F WELLS FARGO CO COM 949746101 15,353 839 5.78 627 1.29 0.2258
2023-08-07 2023-06-30 13F WELLS FARGO CO COM 949746101 14,514 -134 -0.91 619 13.16 0.2246
2023-05-10 2023-03-31 13F WELLS FARGO CO COM 949746101 14,648 -829 -5.36 548 -14.40 0.2091
2023-02-07 2022-12-31 13F WELLS FARGO CO COM 949746101 15,477 -1,335 -7.94 639 -5.47 0.2735
2022-10-27 2022-09-30 13F WELLS FARGO CO COM 949746101 16,812 -175 -1.03 676 1.65 0.2987
2022-07-26 2022-06-30 13F WELLS FARGO CO COM 949746101 16,987 2,742 19.25 665 -3.62 0.2884
2022-04-29 2022-03-31 13F WELLS FARGO CO COM 949746101 14,245 438 3.17 690 4.23 0.3380
2022-01-24 2021-12-31 13F WELLS FARGO CO COM 949746101 13,807 4,926 55.47 662 60.68 0.3078
2021-10-20 2021-09-30 13F WELLS FARGO CO COM 949746101 8,881 -469 -5.02 412 -2.60 0.2045
2021-08-02 2021-06-30 13F WELLS FARGO CO COM 949746101 9,350 -35 -0.37 423 15.26 0.2239
2021-05-10 2021-03-31 13F WELLS FARGO CO COM 949746101 9,385 -44 -0.47 367 28.77 0.2302
2021-01-28 2020-12-31 13F WELLS FARGO CO COM 949746101 9,429 9,429 285 0.1967
2020-10-16 2020-09-30 13F WELLS FARGO CO COM 949746101 0 -8,402 -100.00 0 -100.00
2020-07-13 2020-06-30 13F WELLS FARGO CO COM 949746101 8,402 8,402 215 0.1876
2020-04-28 2020-03-31 13F WELLS FARGO CO COM 949746101 0 -5,815 -100.00 0 -100.00
2020-01-14 2019-12-31 13F WELLS FARGO CO COM 949746101 5,815 -2,439 -29.55 313 -24.76 0.2869
2019-10-28 2019-09-30 13F WELLS FARGO CO COM 949746101 8,254 -105 -1.26 416 5.05 0.3415
2019-07-23 2019-06-30 13F WELLS FARGO CO COM 949746101 8,359 -124 -1.46 396 -3.41 0.3195
2019-04-12 2019-03-31 13F WELLS FARGO CO COM 949746101 8,483 -85 -0.99 410 3.80 0.3090
2019-01-23 2018-12-31 13F WELLS FARGO CO COM 949746101 8,568 -1,999 -18.92 395 -28.83 0.3344
2018-10-11 2018-09-30 13F WELLS FARGO CO COM 949746101 10,567 0 0.00 555 -5.29 0.4154
2018-07-10 2018-06-30 13F WELLS FARGO CO COM 949746101 10,567 -548 -4.93 586 0.69 0.4405
2018-04-13 2018-03-31 13F WELLS FARGO CO COM 949746101 11,115 -276 -2.42 582 -15.77 0.4324
2018-01-31 2017-12-31 13F WELLS FARGO CO COM 949746101 11,391 3,877 51.60 691 66.91 0.5629
2017-10-30 2017-09-30 13F WELLS FARGO CO COM 949746101 7,514 -5,414 -41.88 414 -42.18 0.5792
2017-07-24 2017-06-30 13F WELLS FARGO CO COM 949746101 12,928 1 0.01 716 -0.56 0.6537
2017-05-02 2017-03-31 13F WELLS FARGO & CO COM 949746101 12,927 -389 -2.92 720 -1.91 0.6664
2017-02-10 2016-12-31 13F/A-1 WELLS FARGO & CO COM 949746101 13,316 13,316 734 0.7480
2017-02-09 2016-12-31 13F WELLS FARGO & CO COM 949746101 13,056 13,056 578 0.6138
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.