Wells Fargo & Company
MX ˙ BMV ˙ US9497461015
SecurityMX:WFC / Wells Fargo & Company
InstitutionPrinciple Wealth Partners Llc
Latest Disclosed Ownership15,026 shares
Latest Disclosed Value $ 1,196,220
Principle Wealth Partners Llc reports 1.82% increase in ownership of WFC / Wells Fargo & Company

On May 7, 2026 - Principle Wealth Partners Llc filed a 13F-HR form disclosing ownership of 15,026 shares of Wells Fargo & Company (MX:WFC) valued at $1,196,220 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 14,758 shares of Wells Fargo & Company. This represents a change in shares of 1.82% 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)
2026-05-07 2026-03-31 13F WELLS FARGO COM 949746101 15,026 268 1.82 1,196 -13.02 0.0684
2026-02-06 2025-12-31 13F WELLS FARGO CO COM 949746101 14,758 38 0.26 1,375 11.52 0.0774
2025-11-03 2025-09-30 13F WELLS FARGO CO COM 949746101 14,720 0 0.00 1,234 4.58 0.0716
2025-07-30 2025-06-30 13F WELLS FARGO CO COM 949746101 14,720 40 0.27 1,179 11.97 0.0737
2025-05-06 2025-03-31 13F WELLS FARGO CO COM 949746101 14,680 -1,000 -6.38 1,054 -4.36 0.0753
2025-01-29 2024-12-31 13F WELLS FARGO CO COM 949746101 15,680 0 0.00 1,101 24.41 0.0773
2024-11-13 2024-09-30 13F WELLS FARGO CO COM 949746101 15,680 0 0.00 886 -4.94 0.0627
2024-08-13 2024-06-30 13F WELLS FARGO CO COM 949746101 15,680 -3,401 -17.82 931 -15.75 0.0709
2024-04-23 2024-03-31 13F/A-1 WELLS FARGO CO COM 949746101 19,081 1,303 7.33 1,106 26.29 0.0864
2024-04-23 2024-03-31 13F WELLS FARGO CO COM 949746101 19,081 1,303 1,106 0.0864
2024-02-05 2023-12-31 13F WELLS FARGO CO COM 949746101 17,778 -44 -0.25 875 20.19 0.0753
2023-11-01 2023-09-30 13F WELLS FARGO CO COM 949746101 17,822 0 0.00 728 -4.21 0.0732
2023-07-31 2023-06-30 13F WELLS FARGO CO COM 949746101 17,822 -533 -2.90 761 10.79 0.0764
2023-05-10 2023-03-31 13F WELLS FARGO CO COM 949746101 18,355 0 0.00 686 -9.38 0.0734
2023-02-02 2022-12-31 13F WELLS FARGO CO NEW COM Stock 949746101 18,355 -79 -0.43 758 2.16 0.0859
2022-11-14 2022-09-30 13F WELLS FARGO CO NEW COM Stock 949746101 18,434 0 0.00 741 2.63 0.0699
2022-08-02 2022-06-30 13F WELLS FARGO CO NEW COM Stock 949746101 18,434 -146 -0.79 722 -19.78 0.0869
2022-05-12 2022-03-31 13F WELLS FARGO CO NEW COM Stock 949746101 18,580 -890 -4.57 900 -3.64 0.0946
2022-02-11 2021-12-31 13F WELLS FARGO CO NEW COM Stock 949746101 19,470 -1,894 -8.87 934 -5.85 0.0981
2021-11-16 2021-09-30 13F WELLS FARGO CO NEW COM Stock 949746101 21,364 -10 -0.05 992 2.48 0.1145
2021-08-13 2021-06-30 13F WELLS FARGO CO NEW COM Stock 949746101 21,374 -1,291 -5.70 968 9.26 0.1099
2021-05-18 2021-03-31 13F WELLS FARGO CO NEW COM Stock 949746101 22,665 1,263 5.90 886 37.15 0.1036
2021-02-16 2020-12-31 13F WELLS FARGO CO NEW COM Stock 949746101 21,402 12,753 147.45 646 218.23 0.0851
2020-11-16 2020-09-30 13F WELLS FARGO CO NEW COM Stock 949746101 8,649 -2,716 -23.90 203 -30.24 0.0566
2020-08-14 2020-06-30 13F WELLS FARGO CO NEW COM Stock 949746101 11,365 -230 -1.98 291 -12.61 0.0854
2020-05-13 2020-03-31 13F WELLS FARGO CO NEW COM Stock 949746101 11,595 -7,216 -38.36 333 -67.09 0.1250
2020-02-04 2019-12-31 13F WELLS FARGO CO NEW COM Stock 949746101 18,811 -225 -1.18 1,012 5.42 0.3232
2019-11-05 2019-09-30 13F WELLS FARGO CO NEW COM Stock 949746101 19,036 10,521 123.56 960 138.21 0.3319
2019-11-05 2019-06-30 13F WELLS FARGO CO NEW COM Stock 949746101 8,515 375 4.61 403 2.54 0.2073
2019-10-30 2019-03-31 13F WELLS FARGO CO NEW COM Stock 949746101 8,140 160 2.01 393 6.79 0.2248
2019-10-10 2018-12-31 13F WELLS FARGO CO NEW COM Com 949746101 7,980 7,980 368 0.3088
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.