Wells Fargo & Company
PE ˙ BVL ˙ US9497461015
DIESES SYMBOL IST NICHT MEHR AKTIV
SecurityPE:WFC / Wells Fargo & Company
InstitutionArete Wealth Advisors, LLC
Latest Disclosed Ownership34,158 shares
Latest Disclosed Value $ 2,716,433
Arete Wealth Advisors, LLC reports 4.99% increase in ownership of WFC / Wells Fargo & Company

On May 20, 2026 - Arete Wealth Advisors, LLC filed a 13F-HR/A form disclosing ownership of 34,158 shares of Wells Fargo & Company (PE:WFC) valued at $2,716,433 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 32,533 shares of Wells Fargo & Company. This represents a change in shares of 4.99% 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)
2026-05-20 2026-03-31 13F/A-1 WELLS FARGO EQUITY 949746101 34,158 1,625 4.99 2,716 90,433.33 0.2036
2026-05-16 2026-03-31 13F WELLS FARGO EQUITY 949746101 34,158 1,625 2,716 0.2026
2026-02-13 2025-12-31 13F WELLS FARGO CO COM 949746101 32,533 3,067 10.41 3 50.00 0.1846
2025-11-12 2025-09-30 13F WELLS FARGO CO COM 949746101 29,466 1,435 5.12 2 0.00 0.1548
2025-08-14 2025-06-30 13F WELLS FARGO CO COM 949746101 28,031 -13,019 -31.71 2 0.00 0.1594
2025-05-16 2025-03-31 13F WELLS FARGO CO COM 949746101 41,050 16,817 69.40 2 100.00 0.1765
2025-02-12 2024-12-31 13F WELLS FARGO CO COM 949746101 24,233 17,712 271.61 2 0.1207
2024-11-18 2024-09-30 13F/A-1 WELLS FARGO CO COM 949746101 6,521 -12,177 -65.12 0 -100.00 0.0315
2024-11-18 2024-09-30 13F/A-1 WELLS FARGO CO COM 949746101 6,521 -12,177 0 0.0315
2024-11-14 2024-09-30 13F SPDR SER TR COM 949746101 6,521 -12,177 0 0.0315
2024-08-14 2024-06-30 13F WELLS FARGO CO COM 949746101 18,698 105 0.56 1 -99.91 0.0911
2024-05-16 2024-03-31 13F WAL-MART STORES COM 949746101 18,593 -1,846 -9.03 1,078 11.03 0.0996
2024-02-14 2023-12-31 13F WELLS FARGO & CO COM 949746101 20,439 343 1.71 971 21.71 0.0740
2023-10-30 2023-09-30 13F WELLS FARGO & CO COM 949746101 20,096 9,819 95.54 797 0.1380
2023-08-09 2023-06-30 13F WELLS FARGO & CO COM 949746101 10,277 3,017 41.56 0 0.0367
2023-05-22 2023-03-31 13F/A-1 WELLS FARGO & CO COM 949746101 7,260 -1,403 -16.20 0 -100.00 0.0221
2023-05-01 2023-03-31 13F WELLS FARGO & CO COM 949746101 7,260 -1,403 271,392 0.0221
2023-02-06 2022-12-31 13F WELLS FARGO & CO COM 949746101 8,663 -2,710 -23.83 358 -21.88 0.0313
2022-11-07 2022-09-30 13F WELLS FARGO & CO COM 949746101 11,373 4,260 59.89 457 63.80 0.0447
2022-08-15 2022-06-30 13F WELLS FARGO & CO COM 949746101 7,113 -2,860 -28.68 279 -35.27 0.0282
2022-05-06 2022-03-31 13F WELLS FARGO & CO COM 949746101 9,973 1,849 22.76 431 23.85 0.0361
2022-02-07 2021-12-31 13F WELLS FARGO & CO COM 949746101 8,124 344 4.42 348 6.10 0.0297
2021-11-15 2021-09-30 13F WELLS FARGO & CO COM 949746101 7,780 -1,766 -18.50 328 8.25 0.0362
2021-08-09 2021-06-30 13F WELLS FARGO & CO COM 949746101 9,546 -3,875 -28.87 303 -39.40 0.0425
2021-05-10 2021-03-31 13F WELLS FARGO & CO COM 949746101 13,421 1,550 13.06 500 43.68 0.0639
2021-02-08 2020-12-31 13F WELLS FARGO & CO COM 949746101 11,871 2,354 24.73 348 52.63 0.0493
2020-11-09 2020-09-30 13F WELLS FARGO & CO COM 949746101 9,517 -8,393 -46.86 228 -50.22 0.0344
2020-08-11 2020-06-30 13F WELLS FARGO & CO COM 949746101 17,910 10,473 140.82 458 115.02 0.0793
2020-05-14 2020-03-31 13F WELLS FARGO & CO COM 949746101 7,437 183 2.52 213 -45.38 0.0419
2020-02-14 2019-12-31 13F WELLS FARGO & CO COM 949746101 7,254 -390 -5.10 390 1.30 0.0677
2019-11-13 2019-09-30 13F WELLS FARGO & CO COM 949746101 7,644 401 5.54 385 12.24 0.0736
2019-08-14 2019-06-30 13F WELLS FARGO & CO COM 949746101 7,243 355 5.15 343 3.00 0.0665
2019-05-15 2019-03-31 13F WELLS FARGO & CO COM 949746101 6,888 476 7.42 333 12.88 0.0695
2019-02-14 2018-12-31 13F WELLS FARGO & CO COM 949746101 6,412 -2,099 -24.66 295 -34.00 0.0717
2018-11-14 2018-09-30 13F WELLS FARGO & CO COM 949746101 8,511 -2,383 -21.87 447 -25.99 0.0992
2018-08-14 2018-06-30 13F WELLS FARGO & CO COM 949746101 10,894 -358 -3.18 604 2.37 0.1440
2018-05-15 2018-03-31 13F WELLS FARGO & CO COM 949746101 11,252 1,381 13.99 590 -1.50 0.1957
2018-02-14 2017-12-31 13F WELLS FARGO & CO COM 949746101 9,871 -617 -5.88 599 3.63 0.1951
2017-11-15 2017-09-30 13F WELLS FARGO & CO COM 949746101 10,488 -9,154 -46.60 578 -46.87 0.2304
2017-08-14 2017-06-30 13F WELLS FARGO & CO COM 949746101 19,642 8,484 76.04 1,088 75.20 0.4969
2017-04-28 2017-03-31 13F WELLS FARGO & CO COM 949746101 11,158 2,181 24.30 621 25.45 0.2707
2017-02-14 2016-12-31 13F WELLS FARGO & CO COM 949746101 8,977 345 4.00 495 29.58 0.2286
2016-11-14 2016-09-30 13F WELLS FARGO & CO COM 949746101 8,632 936 12.16 382 4.95 0.2189
2016-08-15 2016-06-30 13F WELLS FARGO & CO COM 949746101 7,696 2,850 58.81 364 55.56 0.2291
2016-05-13 2016-03-31 13F WELLS FARGO & CO COM 949746101 4,846 -285 -5.55 234 -16.13 0.1397
2016-02-12 2015-12-31 13F WELLS FARGO & CO COM 949746101 5,131 719 16.30 279 22.91 0.1690
2015-11-13 2015-09-30 13F WELLS FARGO & CO COM 949746101 4,412 164 3.86 227 -5.02 0.1773
2015-08-14 2015-06-30 13F WELLS FARGO & CO COM 949746101 4,248 121 2.93 239 6.70 0.1609
2015-05-15 2015-03-31 13F WELLS FARGO & CO COM 949746101 4,127 0 0.00 224 -0.88 0.1445
2015-02-11 2014-12-31 13F WELLS FARGO & CO COM 949746101 4,127 221 5.66 226 11.88 0.1595
2014-11-14 2014-09-30 13F WELLS FARGO & CO COM 949746101 3,906 -950 -19.56 202 -21.09 0.1526
2014-08-14 2014-06-30 13F WELLS FARGO & CO COM 949746101 4,856 -126 -2.53 256 3.23 0.1994
2014-05-15 2014-03-31 13F WELLS FARGO & CO COM 949746101 4,982 -245 -4.69 248 4.64 0.2302
2014-02-14 2013-12-31 13F WELLS FARGO & CO COM 949746101 5,227 5,227 237 0.2338
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.