Wells Fargo & Company
MX ˙ BMV ˙ US9497461015
SecurityMX:WFC / Wells Fargo & Company
InstitutionPrincipal Securities, Inc.
Latest Disclosed Ownership133,254 shares
Latest Disclosed Value $ 10,608,352
Principal Securities, Inc. reports 9.61% decrease in ownership of WFC / Wells Fargo & Company

On May 13, 2026 - Principal Securities, Inc. filed a 13F-HR form disclosing ownership of 133,254 shares of Wells Fargo & Company (MX:WFC) valued at $10,608,352 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 147,416 shares of Wells Fargo & Company. This represents a change in shares of -9.61% 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)
2026-05-13 2026-03-31 13F WELLS FARGO &CO COM 949746101 133,254 -14,162 -9.61 10,608 -22.79 0.1556
2026-02-12 2025-12-31 13F WELLS FARGO CO COM 949746101 147,416 16,770 12.84 13,739 25.47 0.2120
2025-11-12 2025-09-30 13F WELLS FARGO CO COM 949746101 130,646 740 0.57 10,951 5.21 0.1804
2025-08-11 2025-06-30 13F WELLS FARGO CO COM 949746101 129,906 16,464 14.51 10,408 30.62 0.1956
2025-04-30 2025-03-31 13F WELLS FARGO CO COM 949746101 113,442 0 0.00 7,968 0.00 0.1783
2025-01-30 2024-12-31 13F WELLS FARGO CO COM 949746101 113,442 12,609 12.50 7,968 39.89 0.1794
2024-10-28 2024-09-30 13F WELLS FARGO CO COM 949746101 100,833 7,423 7.95 5,696 2.69 0.1377
2024-07-31 2024-06-30 13F WELLS FARGO CO COM 949746101 93,410 9,240 10.98 5,548 13.71 0.1529
2024-05-10 2024-03-31 13F WELLS FARGO CO COM 949746101 84,170 7,824 10.25 4,878 29.84 0.1520
2024-05-10 2023-12-31 13F/A-1 WELLS FARGO CO COM 949746101 76,346 76,346 3,758 0.1400
2024-02-07 2023-12-31 13F WELLS FARGO CO COM 949746101 76,346 76,346 3,758 0.1400
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.