Wells Fargo & Company
MX ˙ BMV ˙ US9497461015
SecurityMX:WFC / Wells Fargo & Company
InstitutionWaldron Private Wealth LLC
Latest Disclosed Ownership5,855 shares
Latest Disclosed Value $ 466,117
Waldron Private Wealth LLC reports 38.15% increase in ownership of WFC / Wells Fargo & Company

On April 10, 2026 - Waldron Private Wealth LLC filed a 13F-HR form disclosing ownership of 5,855 shares of Wells Fargo & Company (MX:WFC) valued at $466,117 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 4,238 shares of Wells Fargo & Company. This represents a change in shares of 38.15% 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)
2026-04-10 2026-03-31 13F WELLS FARGO COM 949746101 5,855 1,617 38.15 466 18.27 0.0182
2026-01-14 2025-12-31 13F WELLS FARGO CO COM 949746101 4,238 28 0.67 395 11.93 0.0156
2025-10-30 2025-09-30 13F WELLS FARGO CO COM 949746101 4,210 -259 -5.80 353 -1.68 0.0143
2025-07-31 2025-06-30 13F WELLS FARGO CO COM 949746101 4,469 -202 -4.32 358 6.87 0.0156
2025-05-08 2025-03-31 13F WELLS FARGO CO COM 949746101 4,671 -9,577 -67.22 335 -66.50 0.0158
2025-01-24 2024-12-31 13F WELLS FARGO CO COM 949746101 14,248 254 1.82 1,001 26.58 0.0403
2024-10-21 2024-09-30 13F WELLS FARGO CO COM 949746101 13,994 -234 -1.64 791 -6.51 0.0328
2024-07-31 2024-06-30 13F WELLS FARGO CO NEW COM COM 949746101 14,228 -1,079 -7.05 845 -4.74 0.0378
2024-05-09 2024-03-31 13F WELLS FARGO CO NEW COM COM 949746101 15,307 294 1.96 887 20.19 0.0400
2024-08-29 2023-12-31 13F/A-1 WELLS FARGO CO NEW COM COM 949746101 15,013 2,203 17.20 739 41.11 0.0351
2024-01-30 2023-12-31 13F WELLS FARGO CO NEW COM COM 949746101 15,013 2,203 1 0.0351
2024-08-29 2023-09-30 13F/A-1 WELLS FARGO CO NEW COM COM 949746101 12,810 -1,055 -7.61 523 -11.51 0.0272
2023-10-26 2023-09-30 13F WELLS FARGO CO NEW COM COM 949746101 12,810 -1,055 1 0.0272
2024-08-29 2023-06-30 13F/A-1 WELLS FARGO CO NEW COM COM 949746101 13,865 -1,749 -11.20 592 1.37 0.0295
2023-08-07 2023-06-30 13F WELLS FARGO CO NEW COM COM 949746101 13,865 -1,749 1 0.0295
2024-08-29 2023-03-31 13F/A-1 WELLS FARGO CO NEW COM COM 949746101 15,614 -40 -0.26 584 0.0284
2023-05-02 2023-03-31 13F WELLS FARGO CO NEW COM COM 949746101 15,614 -40 1 0.0284
2023-02-08 2022-12-31 13F WELLS FARGO CO NEW COM COM 949746101 15,654 0 0.00 1 -100.00 0.0391
2022-11-14 2022-09-30 13F WELLS FARGO CO NEW COM COM 949746101 15,654 2,185 16.22 629 19.35 0.0391
2022-08-03 2022-06-30 13F WELLS FARGO CO NEW COM COM 949746101 13,469 897 7.13 527 -13.46 0.0296
2022-05-04 2022-03-31 13F WELLS FARGO CO NEW COM COM 949746101 12,572 1,810 16.82 609 18.02 0.0312
2022-02-02 2021-12-31 13F WELLS FARGO CO NEW COM COM 949746101 10,762 118 1.11 516 4.67 0.0254
2021-11-02 2021-09-30 13F WELLS FARGO CO NEW COM COM 949746101 10,644 -19,740 -64.97 493 -64.17 0.0287
2021-08-06 2021-06-30 13F WELLS FARGO CO NEW COM COM 949746101 30,384 22,648 292.76 1,376 355.63 0.0879
2021-05-11 2021-03-31 13F WELLS FARGO CO NEW COM COM 949746101 7,736 -502 -6.09 302 21.77 0.0210
2021-02-12 2020-12-31 13F WELLS FARGO CO NEW COM COM 949746101 8,238 -2,232 -21.32 248 0.81 0.0184
2020-11-13 2020-09-30 13F WELLS FARGO CO NEW COM COM 949746101 10,470 -1,046 -9.08 246 -16.33 0.0210
2020-08-11 2020-06-30 13F WELLS FARGO CO NEW COM COM 949746101 11,516 -3,017 -20.76 294 -29.50 0.0260
2020-05-05 2020-03-31 13F WELLS FARGO CO NEW COM COM 949746101 14,533 -26,854 -64.89 417 -81.27 0.0444
2020-02-07 2019-12-31 13F WELLS FARGO CO NEW COM COM 949746101 41,387 38 0.09 2,226 6.76 0.1984
2019-11-06 2019-09-30 13F WELLS FARGO CO NEW COM COM 949746101 41,349 30,316 274.78 2,085 299.43 0.2124
2019-07-31 2019-06-30 13F WELLS FARGO CO NEW COM COM 949746101 11,033 -1,132 -9.31 522 -11.07 0.0555
2019-05-01 2019-03-31 13F WELLS FARGO CO NEW COM COM 949746101 12,165 1,593 15.07 587 20.53 0.0661
2019-02-13 2018-12-31 13F Wells Fargo & Co COM 949746101 10,572 2,995 39.53 487 22.36 0.0702
2018-11-20 2018-09-30 13F Wells Fargo & Co COM 949746101 7,577 356 4.93 398 -0.50 0.0775
2018-08-09 2018-06-30 13F Wells Fargo & Co COM 949746101 7,221 10 0.14 400 6.10 0.0867
2018-05-09 2018-03-31 13F Wells Fargo & Co COM 949746101 7,211 -3,793 -34.47 377 -43.48 0.0849
2018-01-26 2017-12-31 13F Wells Fargo & Co COM 949746101 11,004 0 0.00 667 10.07 0.1570
2017-11-08 2017-09-30 13F Wells Fargo & Co COM 949746101 11,004 2,725 32.91 606 32.31 0.1694
2017-08-14 2017-06-30 13F Wells Fargo & Co COM 949746101 8,279 -15,874 -65.72 458 -65.82 0.1454
2017-05-18 2017-03-31 13F/A-2 Wells Fargo & Co COM 949746101 24,153 15,549 180.72 1,340 182.70 0.2155
2017-04-27 2017-03-31 13F/A-1 Wells Fargo & Co COM 949746101 24,153 0 1,340 0.2002
2017-04-24 2017-03-31 13F Wells Fargo & Co COM 949746101 24,153 1,340
2017-01-27 2016-12-31 13F Wells Fargo & Co COM 949746101 8,604 -3,125 -26.64 474 -8.67 0.1628
2016-11-14 2016-09-30 13F Wells Fargo & Co COM 949746101 11,729 -5,956 -33.68 519 -37.99 0.1880
2016-08-11 2016-06-30 13F/A-1 Wells Fargo & Co COM 949746101 17,685 -12,715 -41.83 837 -46.65 0.3075
2016-08-09 2016-06-30 13F Wells Fargo & Co COM 949746101 14,165 727
2016-08-11 2016-03-31 13F/A-2 Wells Fargo & Co COM 949746101 30,400 13,803 83.17 1,569 73.95 0.5920
2016-08-09 2016-03-31 13F/A-1 Wells Fargo & Co COM 949746101 16,597 -13,803 902 0.3362
2016-05-09 2016-03-31 13F Wells Fargo & Co COM 949746101 14,165 727
2016-02-05 2015-12-31 13F Wells Fargo & Co COM 949746101 16,597 2,432 17.17 902 24.07 0.3362
2015-11-13 2015-09-30 13F Wells Fargo & Co COM 949746101 14,165 4,333 44.07 727 36.14 0.3138
2015-08-12 2015-06-30 13F Wells Fargo & Co COM 949746101 9,832 2,211 29.01 534 28.67 0.2108
2015-05-04 2015-03-31 13F Wells Fargo & Co COM 949746101 7,621 -435 -5.40 415 -6.11 0.1688
2015-02-13 2014-12-31 13F Wells Fargo & Co COM 949746101 8,056 624 8.40 442 14.81 0.1837
2014-11-13 2014-09-30 13F Wells Fargo & Co COM 949746101 7,432 -904 -10.84 385 -12.10 0.1829
2014-08-13 2014-06-30 13F Wells Fargo & Co COM 949746101 8,336 1,503 22.00 438 -99.87 0.2023
2014-05-13 2014-03-31 13F Wells Fargo & Co COM 949746101 6,833 245 3.72 339,873 113,569.90 0.1654
2014-02-04 2013-12-31 13F Wells Fargo & Co COM 949746101 6,588 6,588 299 0.1364
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.