Wells Fargo & Company
MX ˙ BMV ˙ US9497461015
SecurityMX:WFC / Wells Fargo & Company
InstitutionWinch Advisory Services, LLC
Latest Disclosed Ownership2,811 shares
Latest Disclosed Value $ 223,798
Winch Advisory Services, LLC reports 0.50% increase in ownership of WFC / Wells Fargo & Company

On April 30, 2026 - Winch Advisory Services, LLC filed a 13F-HR form disclosing ownership of 2,811 shares of Wells Fargo & Company (MX:WFC) valued at $223,798 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 2,797 shares of Wells Fargo & Company. This represents a change in shares of 0.50% 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)
2026-04-30 2026-03-31 13F WELLS FARGO COM 949746101 2,811 14 0.50 224 -14.23 0.0511
2026-02-03 2025-12-31 13F WELLS FARGO COM 949746101 2,797 13 0.47 261 11.59 0.0577
2025-11-12 2025-09-30 13F WELLS FARGO COM 949746101 2,784 14 0.51 233 5.43 0.0525
2025-08-07 2025-06-30 13F WELLS FARGO COM 949746101 2,770 14 0.51 222 12.18 0.0542
2025-05-06 2025-03-31 13F WELLS FARGO COM 949746101 2,756 12 0.44 198 2.60 0.0523
2025-01-14 2024-12-31 13F WELLS FARGO COM 949746101 2,744 915 50.03 193 86.41 0.0501
2024-10-21 2024-09-30 13F WELLS FARGO & CO COM 949746101 1,829 -9 -0.49 103 -5.50 0.0286
2024-07-31 2024-06-30 13F WELLS FARGO & CO COM 949746101 1,838 10 0.55 109 3.81 0.0312
2024-05-14 2024-03-31 13F WELLS FARGO & CO COM 949746101 1,828 10 0.55 106 17.98 0.0324
2024-01-18 2023-12-31 13F WELLS FARGO & CO COM 949746101 1,818 14 0.78 89 0.0297
2023-11-06 2023-09-30 13F WELLS FARGO & CO COM 949746101 1,804 15 0.84 0 0.0271
2023-08-08 2023-06-30 13F WELLS FARGO & CO COM 949746101 1,789 13 0.73 0 0.0273
2023-05-10 2023-03-31 13F WELLS FARGO & CO COM 949746101 1,776 12 0.68 0 0.0256
2023-01-26 2022-12-31 13F WELLS FARGO & CO COM 949746101 1,764 11 0.63 0 -100.00 0.0311
2022-10-31 2022-09-30 13F WELLS FARGO & CO COM 949746101 1,753 12 0.69 71 4.41 0.0305
2022-08-12 2022-06-30 13F WELLS FARGO & CO COM 949746101 1,741 8 0.46 68 -19.05 0.0277
2022-04-26 2022-03-31 13F WELLS FARGO & COMPANY COM COM 949746101 1,733 -765 -30.62 84 -30.00 0.0292
2022-02-04 2021-12-31 13F WELLS FARGO & COMPANY COM COM 949746101 2,498 10 0.40 120 4.35 0.0397
2021-11-10 2021-09-30 13F WELLS FARGO & COMPANY COM COM 949746101 2,488 11 0.44 115 2.68 0.0401
2021-08-05 2021-06-30 13F WELLS FARGO & COMPANY COM COM 949746101 2,477 -244 -8.97 112 5.66 0.0403
2021-05-03 2021-03-31 13F WELLS FARGO & COMPANY COM COM 949746101 2,721 7 0.26 106 29.27 0.0425
2021-02-09 2020-12-31 13F WELLS FARGO & COMPANY COM COM 949746101 2,714 10 0.37 82 28.13 0.0341
2020-11-04 2020-09-30 13F WELLS FARGO & COMPANY COM COM 949746101 2,704 11 0.41 64 -7.25 0.0271
2020-08-12 2020-06-30 13F WELLS FARGO & COMPANY COM COM 949746101 2,693 48 1.81 69 -9.21 0.0328
2020-05-13 2020-03-31 13F WELLS FARGO & COMPANY COM COM 949746101 2,645 33 1.26 76 -46.10 0.0378
2020-02-12 2019-12-31 13F WELLS FARGO & COMPANY COM COM 949746101 2,612 -181 -6.48 141 0.00 0.0669
2019-11-13 2019-09-30 13F WELLS FARGO & COMPANY COM COM 949746101 2,793 22 0.79 141 7.63 0.0734
2019-08-07 2019-06-30 13F WELLS FARGO & COMPANY COM COM 949746101 2,771 35 1.28 131 -0.76 0.0683
2019-05-13 2019-03-31 13F WELLS FARGO & COMPANY COM COM 949746101 2,736 25 0.92 132 5.60 0.0730
2019-02-05 2018-12-31 13F WELLS FARGO & CO COM COM 949746101 2,711 39 1.46 125 -10.71 0.0695
2018-11-13 2018-09-30 13F WELLS FARGO & CO COM COM 949746101 2,672 19 0.72 140 -4.76 0.0704
2018-08-13 2018-06-30 13F WELLS FARGO & CO COM COM 949746101 2,653 19 0.72 147 6.52 0.0792
2018-05-11 2018-03-31 13F WELLS FARGO & CO COM COM 949746101 2,634 18 0.69 138 -13.21 0.0808
2018-02-13 2017-12-31 13F WELLS FARGO & CO COM COM 949746101 2,616 -181 -6.47 159 3.25 0.0956
2017-11-13 2017-09-30 13F WELLS FARGO & CO COM COM 949746101 2,797 21 0.76 154 0.00 0.1002
2017-08-07 2017-06-30 13F Wells Fargo COM 949746101 2,776 20 0.73 154 0.65 0.0969
2017-05-01 2017-03-31 13F WELLS FARGO & CO COM COM 949746101 2,756 18 0.66 153 1.32 0.0971
2017-01-19 2016-12-31 13F WELLS FARGO & CO COM COM 949746101 2,738 19 0.70 151 25.83 0.1039
2016-11-02 2016-09-30 13F WELLS FARGO & CO COM COM 949746101 2,719 -34,341 -92.66 120 -93.16 0.0978
2016-08-10 2016-06-30 13F WELLS FARGO & CO COM COM 949746101 37,060 27,466 286.28 1,754 278.02 2.1272
2016-05-12 2016-03-31 13F WELLS FARGO & CO COM COM 949746101 9,594 11 0.11 464 -10.94 0.7485
2016-01-22 2015-12-31 13F WELLS FARGO & CO COM COM 949746101 9,583 -830 -7.97 521 -2.62 0.5906
2015-11-13 2015-09-30 13F WELLS FARGO & CO COM COM 949746101 10,413 -14,984 -59.00 535 -62.54 0.7819
2015-08-11 2015-06-30 13F WELLS FARGO & CO COM COM 949746101 25,397 22,724 850.13 1,428 884.83 0.7805
2015-05-14 2015-03-31 13F WELLS FARGO & CO COM COM 949746101 2,673 -109,631 -97.62 145 -97.64 0.0845
2015-02-11 2014-12-31 13F WELLS FARGO & CO COM COM 949746101 112,304 79,321 240.49 6,156 259.79 3.3519
2014-11-14 2014-09-30 13F Wells Fargo COM 949746101 32,983 -4,139 -11.15 1,711 -12.30 1.0973
2014-08-15 2014-06-30 13F Wells Fargo COM 949746101 37,122 2,832 8.26 1,951 14.36 1.1449
2014-05-14 2014-03-31 13F Wells Fargo COM 949746101 34,290 34,290 1,706 1.0804
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.