Wells Fargo & Company
MX ˙ BMV ˙ US9497461015
SecurityMX:WFC / Wells Fargo & Company
InstitutionTriangle Securities Wealth Management
Latest Disclosed Ownership31,730 shares
Latest Disclosed Value $ 2,526,045
Triangle Securities Wealth Management reports 51.89% decrease in ownership of WFC / Wells Fargo & Company

On April 20, 2026 - Triangle Securities Wealth Management filed a 13F-HR form disclosing ownership of 31,730 shares of Wells Fargo & Company (MX:WFC) valued at $2,526,045 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 13, 2026 disclosing 65,956 shares of Wells Fargo & Company. This represents a change in shares of -51.89% 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)
2026-04-20 2026-03-31 13F WELLS FARGO COM 949746101 31,730 -34,226 -51.89 2,526 -56.68 0.5733
2026-01-13 2025-12-31 13F WELLS FARGO CO COM 949746101 65,956 32,307 96.01 5,831 106.77 1.2294
2025-10-15 2025-09-30 13F WELLS FARGO CO COM 949746101 33,649 3,750 12.54 2,820 17.75 0.6384
2025-07-10 2025-06-30 13F WELLS FARGO CO COM 949746101 29,899 -4,708 -13.60 2,395 -3.58 0.5895
2025-04-10 2025-03-31 13F WELLS FARGO CO COM 949746101 34,607 -454 -1.29 2,484 0.89 0.6391
2025-01-15 2024-12-31 13F WELLS FARGO CO COM 949746101 35,061 -630 -1.77 2,463 22.12 0.6317
2024-11-14 2024-09-30 13F WELLS FARGO CO COM 949746101 35,691 -974 -2.66 2,016 -7.40 0.5211
2024-07-10 2024-06-30 13F WELLS FARGO CO COM 949746101 36,665 -852 -2.27 2,178 0.14 0.6149
2024-04-10 2024-03-31 13F WELLS FARGO CO COM 949746101 37,517 -35 -0.09 2,174 17.64 0.6198
2024-01-10 2023-12-31 13F WELLS FARGO CO COM 949746101 37,552 -648 -1.70 1,848 18.46 0.5747
2023-10-10 2023-09-30 13F WELLS FARGO CO COM 949746101 38,200 -1,142 -2.90 1,561 -7.09 0.5550
2023-07-13 2023-06-30 13F WELLS FARGO CO COM 949746101 39,342 -1,701 -4.14 1,679 9.45 0.5777
2023-04-20 2023-03-31 13F WELLS FARGO CO COM 949746101 41,043 -600 -1.44 1,534 -10.76 0.5486
2023-01-11 2022-12-31 13F WELLS FARGO CO COM 949746101 41,643 -213 -0.51 1,719 2.14 0.6304
2022-10-19 2022-09-30 13F WELLS FARGO CO COM 949746101 41,856 403 0.97 1,683 3.63 0.6878
2022-07-11 2022-06-30 13F WELLS FARGO CO COM 949746101 41,453 887 2.19 1,624 -17.40 0.6327
2022-04-13 2022-03-31 13F WELLS FARGO CO COM 949746101 40,566 -2,726 -6.30 1,966 -5.34 0.6582
2022-01-14 2021-12-31 13F WELLS FARGO CO COM 949746101 43,292 720 1.69 2,077 5.11 0.6500
2021-10-14 2021-09-30 13F WELLS FARGO CO COM 949746101 42,572 2,684 6.73 1,976 9.35 0.6707
2021-07-12 2021-06-30 13F WELLS FARGO CO COM 949746101 39,888 651 1.66 1,807 17.87 0.6110
2021-04-12 2021-03-31 13F WELLS FARGO CO COM 949746101 39,237 100 0.26 1,533 29.81 0.5542
2021-01-11 2020-12-31 13F WELLS FARGO CO COM 949746101 39,137 -2,309 -5.57 1,181 21.25 0.4677
2020-10-09 2020-09-30 13F WELLS FARGO CO COM 949746101 41,446 -436 -1.04 974 -9.14 0.4403
2020-07-08 2020-06-30 13F WELLS FARGO CO COM 949746101 41,882 5,056 13.73 1,072 1.42 0.5129
2020-04-06 2020-03-31 13F WELLS FARGO CO COM 949746101 36,826 -10,842 -22.74 1,057 -58.79 0.6092
2020-01-09 2019-12-31 13F WELLS FARGO CO COM 949746101 47,668 -934 -1.92 2,565 4.65 1.1116
2019-10-15 2019-09-30 13F WELLS FARGO CO COM 949746101 48,602 2,351 5.08 2,451 11.51 1.1983
2019-07-10 2019-06-30 13F WELLS FARGO CO COM 949746101 46,251 109 0.24 2,198 -1.43 1.1166
2019-04-10 2019-03-31 13F/A-1 WELLS FARGO CO COM 949746101 46,142 -589 -1.26 2,230 3.58 1.1687
2019-04-08 2019-03-31 13F WELLS FARGO CO COM 949746101 46,142 2,230
2019-01-17 2018-12-31 13F WELLS FARGO CO COM 949746101 46,731 -2,846 -5.74 2,153 -17.38 1.2713
2018-10-04 2018-09-30 13F WELLS FARGO CO COM 949746101 49,577 62 0.13 2,606 -5.06 1.3842
2018-07-12 2018-06-30 13F WELLS FARGO CO COM 949746101 49,515 103 0.21 2,745 5.98 1.5340
2018-04-11 2018-03-31 13F WELLS FARGO CO COM 949746101 49,412 -58 -0.12 2,590 -13.70 1.4878
2018-01-10 2017-12-31 13F WELLS FARGO CO COM 949746101 49,470 412 0.84 3,001 10.90 1.7135
2017-10-11 2017-09-30 13F WELLS FARGO CO COM 949746101 49,058 291 0.60 2,706 0.15 1.6097
2017-07-06 2017-06-30 13F WELLS FARGO & CO COM 949746101 48,767 1,781 3.79 2,702 3.33 1.7856
2017-04-05 2017-03-31 13F WELLS FARGO & CO COM 949746101 46,986 -71 -0.15 2,615 0.85 1.6687
2017-01-19 2016-12-31 13F WELLS FARGO & CO COM 949746101 47,057 -581 -1.22 2,593 22.95 1.7323
2016-10-06 2016-09-30 13F WELLS FARGO & CO COM 949746101 47,638 1,103 2.37 2,109 -4.27 1.4586
2016-07-07 2016-06-30 13F WELLS FARGO & CO COM 949746101 46,535 -1,039 -2.18 2,203 -4.26 1.6437
2016-04-08 2016-03-31 13F WELLS FARGO & CO COM 949746101 47,574 3,277 7.40 2,301 -4.44 1.5010
2016-01-28 2015-12-31 13F WELLS FARGO & CO COM 949746101 44,297 50 0.11 2,408 5.99 1.6136
2015-10-08 2015-09-30 13F WELLS FARGO & CO COM 949746101 44,247 3,750 9.26 2,272 -0.26 1.7180
2015-07-15 2015-06-30 13F WELLS FARGO & CO COM 949746101 40,497 5 0.01 2,278 3.40 1.6097
2015-04-13 2015-03-31 13F WELLS FARGO & CO COM 949746101 40,492 473 1.18 2,203 0.41 1.5253
2015-01-08 2014-12-31 13F WELLS FARGO & CO COM 949746101 40,019 -825 -2.02 2,194 3.54 1.5614
2014-10-16 2014-09-30 13F WELLS FARGO & CO COM 949746101 40,844 -76 -0.19 2,119 -1.49 1.6284
2014-07-16 2014-06-30 13F WELLS FARGO & CO COM 949746101 40,920 -6,265 -13.28 2,151 23.27 1.6480
2014-04-14 2014-03-31 13F WELLS FARGO & CO COM 949746101 47,185 4,733 11.15 1,745 -9.44 1.5684
2014-01-13 2013-12-31 13F WELLS FARGO & CO COM 949746101 42,452 -223 -0.52 1,927 9.30 1.5641
2013-10-08 2013-09-30 13F WELLS FARGO & CO COM 949746101 42,675 -4,970 -10.43 1,763 -10.33 1.5362
2013-07-10 2013-06-30 13F WELLS FARGO & CO COM 949746101 47,645 47,645 1,966 1.4539
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.