Wells Fargo & Company
MX ˙ BMV ˙ US9497461015
SecurityMX:WFC / Wells Fargo & Company
InstitutionSmartleaf Asset Management LLC
Latest Disclosed Ownership49,044 shares
Latest Disclosed Value $ 3,766,607
Smartleaf Asset Management LLC reports 11.18% increase in ownership of WFC / Wells Fargo & Company

On May 15, 2026 - Smartleaf Asset Management LLC filed a 13F-HR form disclosing ownership of 49,044 shares of Wells Fargo & Company (MX:WFC) valued at $3,766,607 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 44,113 shares of Wells Fargo & Company. This represents a change in shares of 11.18% 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 49,044 4,931 11.18 3,767 -9.47 0.1360
2026-02-13 2025-12-31 13F WELLS FARGO CO COM 949746101 44,113 6,025 15.82 4,160 29.03 0.1577
2025-11-05 2025-09-30 13F WELLS FARGO CO COM 949746101 38,088 13,393 54.23 3,224 64.24 0.1995
2025-08-14 2025-06-30 13F WELLS FARGO CO COM 949746101 24,695 -3,467 -12.31 1,963 -1.36 0.1730
2025-05-14 2025-03-31 13F WELLS FARGO CO COM 949746101 28,162 4,233 17.69 1,991 18.17 0.1921
2025-02-05 2024-12-31 13F WELLS FARGO CO COM 949746101 23,929 5,878 32.56 1,685 66.90 0.1718
2024-11-13 2024-09-30 13F WELLS FARGO CO COM 949746101 18,051 5,604 45.02 1,009 41.32 0.1225
2024-10-08 2024-06-30 13F/A-1 WELLS FARGO CO COM 949746101 12,447 2,149 20.87 715 20.40 0.1171
2024-08-13 2024-06-30 13F WELLS FARGO CO COM 949746101 12,447 2,149 715 0.1171
2024-10-07 2024-03-31 13F/A-1 WELLS FARGO CO COM 949746101 10,298 5,363 108.67 593 158.95 0.1148
2024-05-03 2024-03-31 13F WELLS FARGO CO COM 949746101 10,297 5,362 307 0.0740
2024-02-12 2023-12-31 13F WELLS FARGO CO COM 949746101 4,935 4,935 229 0.0614
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.