Wells Fargo & Company
MX ˙ BMV ˙ US9497461015
SecurityMX:WFC / Wells Fargo & Company
InstitutionWealthspire Advisors, LLC
Latest Disclosed Ownership39,396 shares
Latest Disclosed Value $ 3,136,318
Wealthspire Advisors, LLC reports 25.64% decrease in ownership of WFC / Wells Fargo & Company

On May 1, 2026 - Wealthspire Advisors, LLC filed a 13F-HR form disclosing ownership of 39,396 shares of Wells Fargo & Company (MX:WFC) valued at $3,136,318 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 52,982 shares of Wells Fargo & Company. This represents a change in shares of -25.64% 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)
2026-05-01 2026-03-31 13F WELLS FARGO COM 949746101 39,396 -13,586 -25.64 3,136 -36.48 0.0246
2026-02-12 2025-12-31 13F WELLS FARGO CO COM 949746101 52,982 -15,896 -23.08 4,938 -14.48 0.0393
2025-11-14 2025-09-30 13F Wells Fargo COM 949746101 68,878 -5,614 -7.54 5,773 -3.27 0.0302
2025-08-11 2025-06-30 13F Wells Fargo COM 949746101 74,492 -69,096 -48.12 5,968 -42.10 0.0335
2025-05-09 2025-03-31 13F Wells Fargo COM 949746101 143,588 119,977 508.14 10,308 521.71 0.0616
2025-02-04 2024-12-31 13F Wells Fargo COM 949746101 23,611 2,507 11.88 1,658 39.09 0.0165
2024-11-13 2024-09-30 13F WELLS FARGO CO COM 949746101 21,104 -578 -2.67 1,192 -7.38 0.0121
2024-08-08 2024-06-30 13F WELLS FARGO CO COM 949746101 21,682 53 0.25 1,288 2.71 0.0165
2024-05-06 2024-03-31 13F WELLS FARGO CO COM 949746101 21,629 -19,181 -47.00 1,254 -37.60 0.0167
2024-02-07 2023-12-31 13F WELLS FARGO CO COM 949746101 40,810 25,448 165.66 2,009 220.26 0.0285
2023-11-06 2023-09-30 13F WELLS FARGO CO COM 949746101 15,362 5,089 49.54 628 43.15 0.0104
2023-08-01 2023-06-30 13F WELLS FARGO CO COM 949746101 10,273 789 8.32 438 23.73 0.0072
2023-05-09 2023-03-31 13F WELLS FARGO CO COM 949746101 9,484 -6,266 -39.78 355 -45.54 0.0061
2023-02-14 2022-12-31 13F WELLS FARGO CO COM 949746101 15,750 -3,920 -19.93 650 -17.83 0.0118
2022-11-14 2022-09-30 13F WELLS FARGO CO COM 949746101 19,670 3,151 19.08 791 22.26 0.0165
2022-08-09 2022-06-30 13F WELLS FARGO CO COM 949746101 16,519 11,991 264.82 647 195.43 0.0135
2022-05-09 2022-03-31 13F WELLS FARGO CO COM 949746101 4,528 -4,972 -52.34 219 -51.97 0.0049
2022-02-14 2021-12-31 13F WELLS FARGO CO COM 949746101 9,500 -1,498 -13.62 456 -10.59 0.0101
2021-11-15 2021-09-30 13F WELLS FARGO CO COM 949746101 10,998 10,998 510 0.0106
2021-08-13 2021-06-30 13F WELLS FARGO CO COM 949746101 0 -26,441 -100.00 0 -100.00
2021-05-17 2021-03-31 13F WELLS FARGO CO COM 949746101 26,441 7,474 39.41 1,033 80.59 0.0245
2021-02-16 2020-12-31 13F WELLS FARGO CO COM 949746101 18,967 3,319 21.21 572 55.43 0.0170
2020-11-16 2020-09-30 13F WELLS FARGO CO COM 949746101 15,648 -6,465 -29.24 368 -34.98 0.0219
2020-08-14 2020-06-30 13F WELLS FARGO CO COM 949746101 22,113 -14,671 -39.88 566 -46.40 0.0394
2020-05-12 2020-03-31 13F WELLS FARGO CO COM 949746101 36,784 23,328 173.37 1,056 45.86 0.0443
2020-02-14 2019-12-31 13F WELLS FARGO CO COM 949746101 13,456 2,311 20.74 724 28.83 0.0527
2019-11-12 2019-09-30 13F WELLS FARGO CO COM 949746101 11,145 11,145 562 0.0460
2019-05-07 2019-03-31 13F WELLS FARGO CO COM 949746101 0 -3,296 -100.00 0 -100.00
2019-02-14 2018-12-31 13F WELLS FARGO CO COM 949746101 3,296 3,296 152 0.0146
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.