Wells Fargo & Company
PE ˙ BVL ˙ US9497461015
DIESES SYMBOL IST NICHT MEHR AKTIV
SecurityPE:WFC / Wells Fargo & Company
InstitutionAdviser Investments LLC
Latest Disclosed Ownership30,264 shares
Latest Disclosed Value $ 2,409,300
Adviser Investments LLC reports 0.06% increase in ownership of WFC / Wells Fargo & Company

On May 13, 2026 - Adviser Investments LLC filed a 13F-HR form disclosing ownership of 30,264 shares of Wells Fargo & Company (PE:WFC) valued at $2,409,300 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 30,245 shares of Wells Fargo & Company. This represents a change in shares of 0.06% 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)
2026-05-13 2026-03-31 13F WELLS FARGO COM 949746101 30,264 19 0.06 2,409 -14.51 0.0146
2026-02-12 2025-12-31 13F WELLS FARGO CO COM 949746101 30,245 3,359 12.49 2,819 25.08 0.0308
2025-11-10 2025-09-30 13F WELLS FARGO CO COM 949746101 26,886 1,455 5.72 2,254 10.60 0.0256
2025-08-06 2025-06-30 13F WELLS FARGO CO COM 949746101 25,431 6,869 37.01 2,038 52.93 0.0255
2025-05-13 2025-03-31 13F WELLS FARGO CO COM 949746101 18,562 -729 -3.78 1,333 -1.62 0.0168
2025-02-12 2024-12-31 13F WELLS FARGO CO COM 949746101 19,291 1,427 7.99 1,355 34.19 0.0167
2024-11-08 2024-09-30 13F WELLS FARGO CO COM 949746101 17,864 -611 -3.31 1,009 -8.02 0.0126
2024-08-12 2024-06-30 13F WELLS FARGO CO COM 949746101 18,475 46 0.25 1,097 2.72 0.0145
2024-04-29 2024-03-31 13F WELLS FARGO CO COM 949746101 18,429 -305,589 -94.31 1,068 -93.30 0.0144
2024-02-01 2023-12-31 13F WELLS FARGO CO COM 949746101 324,018 316,406 4,156.67 15,948 5,027.97 0.2275
2023-10-11 2023-09-30 13F WELLS FARGO CO COM 949746101 7,612 7,612 311 0.0068
2023-08-04 2023-06-30 13F WELLS FARGO CO COM 949746101 0 -7,039 -100.00 0 -100.00
2023-04-26 2023-03-31 13F WELLS FARGO CO COM 949746101 7,039 1,001 16.58 263 1.94 0.0063
2023-01-19 2022-12-31 13F WELLS FARGO CO COM 949746101 6,038 -1,164 -16.16 258 -11.03 0.0064
2022-10-14 2022-09-30 13F WELLS FARGO CO COM 949746101 7,202 1 0.01 290 2.84 0.0204
2022-07-14 2022-06-30 13F WELLS FARGO CO COM 949746101 7,201 1,181 19.62 282 -3.42 0.0190
2022-05-04 2022-03-31 13F WELLS FARGO CO COM 949746101 6,020 -1,851 -23.52 292 -22.75 0.0189
2022-01-31 2021-12-31 13F WELLS FARGO CO COM 949746101 7,871 74 0.95 378 4.42 0.0254
2021-11-05 2021-09-30 13F WELLS FARGO CO COM 949746101 7,797 0 0.00 362 2.55 0.0270
2021-07-09 2021-06-30 13F WELLS FARGO CO COM 949746101 7,797 0 0.00 353 15.74 0.0263
2021-05-05 2021-03-31 13F WELLS FARGO CO COM 949746101 7,797 1 0.01 305 29.79 0.0246
2021-01-26 2020-12-31 13F WELLS FARGO CO COM 949746101 7,796 7,796 235 0.0208
2020-11-13 2020-09-30 13F WELLS FARGO CO COM 949746101 0 -9,978 -100.00 0 -100.00
2020-08-03 2020-06-30 13F WELLS FARGO CO COM 949746101 9,978 79 0.80 255 -10.21 0.0312
2020-04-08 2020-03-31 13F WELLS FARGO CO COM 949746101 9,899 -4,110 -29.34 284 -62.33 0.0402
2020-02-07 2019-12-31 13F WELLS FARGO CO COM 949746101 14,009 1,216 9.51 754 16.90 0.0748
2019-11-13 2019-09-30 13F WELLS FARGO CO COM 949746101 12,793 -56,102 -81.43 645 -80.21 0.0681
2019-08-12 2019-06-30 13F WELLS FARGO CO COM 949746101 68,895 -8,154 -10.58 3,260 -12.44 0.3501
2019-05-07 2019-03-31 13F WELLS FARGO CO COM 949746101 77,049 799 1.05 3,723 5.95 0.4255
2019-01-25 2018-12-31 13F WELLS FARGO CO COM 949746101 76,250 2,850 3.88 3,514 -8.92 0.4622
2018-11-13 2018-09-30 13F WELLS FARGO CO COM 949746101 73,400 1,057 1.46 3,858 -3.81 0.4320
2018-08-02 2018-06-30 13F WELLS FARGO CO COM 949746101 72,343 1,114 1.56 4,011 7.45 0.4476
2018-05-14 2018-03-31 13F WELLS FARGO CO COM 949746101 71,229 -35,918 -33.52 3,733 -42.58 0.4801
2018-02-12 2017-12-31 13F WELLS FARGO CO COM 949746101 107,147 -4,510 -4.04 6,501 5.57 0.7309
2017-10-23 2017-09-30 13F WELLS FARGO CO COM 949746101 111,657 8,596 8.34 6,158 7.83 0.6947
2017-08-11 2017-06-30 13F WELLS FARGO CO COM 949746101 103,061 2,674 2.66 5,711 2.20 0.7005
2017-04-25 2017-03-31 13F WELLS FARGO & CO COM 949746101 100,387 100,387 5,588 0.7328
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.