Wells Fargo & Company
PE ˙ BVL ˙ US9497461015
DIESES SYMBOL IST NICHT MEHR AKTIV
SecurityPE:WFC / Wells Fargo & Company
InstitutionAE Wealth Management LLC
Latest Disclosed Ownership642,162 shares
Latest Disclosed Value $ 51,122,476
AE Wealth Management LLC reports 5.10% increase in ownership of WFC / Wells Fargo & Company

On May 13, 2026 - AE Wealth Management LLC filed a 13F-HR form disclosing ownership of 642,162 shares of Wells Fargo & Company (PE:WFC) valued at $51,122,476 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 610,972 shares of Wells Fargo & Company. This represents a change in shares of 5.10% 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.

Upgrade to unlock premium data and export to Excel .

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 642,162 31,190 5.10 51,122 -10.22 0.0081
2026-01-26 2025-12-31 13F WELLS FARGO CO COM 949746101 610,972 121,310 24.77 56,943 38.74 0.3268
2025-11-03 2025-09-30 13F WELLS FARGO CO COM 949746101 489,662 66,701 15.77 41,043 21.12 0.2616
2025-08-06 2025-06-30 13F WELLS FARGO CO COM 949746101 422,961 49,265 13.18 33,888 26.32 0.2477
2025-05-06 2025-03-31 13F WELLS FARGO CO COM 949746101 373,696 19,896 5.62 26,828 7.96 0.2256
2025-02-13 2024-12-31 13F WELLS FARGO CO COM 949746101 353,800 41,498 13.29 24,851 40.87 0.2108
2024-11-14 2024-09-30 13F WELLS FARGO CO COM 949746101 312,302 218,332 232.34 17,642 216.15 0.1600
2024-08-12 2024-06-30 13F WELLS FARGO CO COM 949746101 93,970 13,241 16.40 5,581 19.28 0.0558
2024-05-15 2024-03-31 13F WELLS FARGO CO COM 949746101 80,729 -284,658 -77.91 4,679 -74.56 0.0529
2024-02-14 2023-12-31 13F WELLS FARGO CO COM 949746101 365,387 19,680 5.69 18,386 30.17 0.0939
2023-10-11 2023-09-30 13F WELLS FARGO CO COM 949746101 345,707 32,650 10.43 14,126 5.72 0.0844
2023-07-10 2023-06-30 13F WELLS FARGO CO COM 949746101 313,057 -87,280 -21.80 13,361 -10.71 0.0803
2023-04-14 2023-03-31 13F WELLS FARGO CO COM 949746101 400,337 -75,800 -15.92 14,965 -23.88 0.0963
2023-01-31 2022-12-31 13F WELLS FARGO CO COM 949746101 476,137 91,837 23.90 19,660 27.19 0.1422
2022-10-25 2022-09-30 13F WELLS FARGO CO COM 949746101 384,300 79,212 25.96 15,457 29.35 0.1226
2022-08-03 2022-06-30 13F WELLS FARGO CO COM 949746101 305,088 9,100 3.07 11,950 -16.69 0.0956
2022-04-18 2022-03-31 13F WELLS FARGO CO COM 949746101 295,988 55,788 23.23 14,344 24.46 0.0984
2022-01-20 2021-12-31 13F WELLS FARGO CO COM 949746101 240,200 28,207 13.31 11,525 17.14 0.0804
2021-11-01 2021-09-30 13F WELLS FARGO CO COM 949746101 211,993 7,200 3.52 9,839 6.08 0.0811
2021-07-21 2021-06-30 13F WELLS FARGO CO COM 949746101 204,793 -8,953 -4.19 9,275 11.06 0.0810
2021-04-27 2021-03-31 13F WELLS FARGO CO COM 949746101 213,746 -16,952 -7.35 8,351 19.95 0.0843
2021-02-01 2020-12-31 13F WELLS FARGO CO COM 949746101 230,698 1,803 0.79 6,962 29.38 0.0790
2020-11-06 2020-09-30 13F WELLS FARGO CO COM 949746101 228,895 11,187 5.14 5,381 -3.45 0.0768
2020-08-05 2020-06-30 13F WELLS FARGO CO COM 949746101 217,708 132,267 154.81 5,573 127.28 0.0861
2020-05-07 2020-03-31 13F WELLS FARGO CO COM 949746101 85,441 -44,500 -34.25 2,452 -64.93 0.0563
2020-01-15 2019-12-31 13F WELLS FARGO CO COM 949746101 129,941 18,993 17.12 6,991 24.93 0.1517
2019-11-05 2019-09-30 13F WELLS FARGO CO COM 949746101 110,948 -6,858 -5.82 5,596 0.38 0.1617
2019-07-22 2019-06-30 13F WELLS FARGO CO COM 949746101 117,806 82,655 235.14 5,575 228.13 0.1675
2019-05-14 2019-03-31 13F WELLS FARGO CO COM 949746101 35,151 11,333 47.58 1,699 54.74 0.1181
2019-02-14 2018-12-31 13F WELLS FARGO CO COM 949746101 23,818 -878 -3.56 1,098 -15.41 0.1879
2018-11-13 2018-09-30 13F WELLS FARGO CO COM 949746101 24,696 2,155 9.56 1,298 3.84 0.0714
2018-08-14 2018-06-30 13F WELLS FARGO CO COM 949746101 22,541 -16,178 -41.78 1,250 -38.39 0.0851
2018-05-14 2018-03-31 13F WELLS FARGO CO COM 949746101 38,719 5,780 17.55 2,029 1.55 0.1566
2018-02-06 2017-12-31 13F WELLS FARGO CO COM 949746101 32,939 18,534 128.66 1,998 151.64 0.1763
2017-11-08 2017-09-30 13F WELLS FARGO CO COM 949746101 14,405 7,241 101.07 794 100.00 0.0737
2017-08-11 2017-06-30 13F WELLS FARGO CO COM 949746101 7,164 7,164 397 0.0474
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.