Wells Fargo & Company
PE ˙ BVL ˙ US9497461015
DIESES SYMBOL IST NICHT MEHR AKTIV
SecurityPE:WFC / Wells Fargo & Company
InstitutionBank Julius Baer & Co. Ltd, Zurich
Latest Disclosed Ownership3,508,608 shares
Latest Disclosed Value $ 277,347,883
Bank Julius Baer & Co. Ltd, Zurich reports 48.59% increase in ownership of WFC / Wells Fargo & Company

On May 5, 2026 - Bank Julius Baer & Co. Ltd, Zurich filed a 13F-HR form disclosing ownership of 3,508,608 shares of Wells Fargo & Company (PE:WFC) valued at $277,347,883 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 2,361,217 shares of Wells Fargo & Company. This represents a change in shares of 48.59% 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)
2026-05-05 2026-03-31 13F WELLS FARGO COM 949746101 3,508,608 1,147,391 48.59 277,348 25.64 0.8366
2026-02-05 2025-12-31 13F WELLS FARGO CO COM 949746101 2,361,217 983,806 71.42 220,755 91.21 0.6091
2025-11-13 2025-09-30 13F WELLS FARGO CO COM 949746101 1,377,411 1,371,939 25,071.98 115,455 26,259.36 0.3254
2025-08-14 2025-06-30 13F/A-1 WELLS FARGO CO COM 949746101 5,472 14 0.26 438 12.02 0.0013
2025-08-12 2025-06-30 13F WELLS FARGO CO COM 949746101 4,356 -473 438 0.0013
2025-09-17 2025-03-31 13F/A-1 WELLS FARGO CO COM 949746101 5,458 -898 -14.13 392 -20.53 0.0013
2025-05-06 2025-03-31 13F WELLS FARGO CO COM 949746101 4,829 -1,527 392 0.0012
2025-02-07 2024-12-31 13F WELLS FARGO CO COM 949746101 6,356 2,103 49.45 493 73.24 0.0015
2024-11-14 2024-09-30 13F WELLS FARGO CO COM 949746101 4,253 4,253 285 0.0010
2024-08-14 2024-06-30 13F WELLS FARGO CO COM 949746101 0 -5,056 -100.00 0 -100.00
2024-05-14 2024-03-31 13F WELLS FARGO CO COM 949746101 5,056 -6 -0.12 293 17.67 0.0011
2024-05-16 2023-12-31 13F/A-1 WELLS FARGO CO COM 949746101 5,062 -58 -1.13 249 0.0013
2024-02-02 2023-12-31 13F WELLS FARGO CO COM 949746101 5,062 -58 0 0.0013
2023-11-13 2023-09-30 13F WELLS FARGO CO COM 949746101 5,120 140 2.81 0 0.0012
2023-07-24 2023-06-30 13F/A-1 WELLS FARGO CO COM 949746101 4,980 -5,236 -51.25 0 0.0013
2023-07-20 2023-06-30 13F WELLS FARGO CO COM 949746101 4,980,178 4,969,962 213 0.0013
2023-05-11 2023-03-31 13F WELLS FARGO CO COM 949746101 10,216 8,596 530.62 0 0.0024
2023-01-24 2022-12-31 13F WELLS FARGO CO COM 949746101 1,620 22 1.38 0 -100.00 0.0005
2022-11-04 2022-09-30 13F WELLS FARGO CO COM 949746101 1,598 -29 -1.78 64 0.00 0.0005
2022-07-22 2022-06-30 13F WELLS FARGO CO COM 949746101 1,627 -8,139 -83.34 64 -86.47 0.0005
2022-05-09 2022-03-31 13F WELLS FARGO CO COM 949746101 9,766 -657,747 -98.54 473 -98.52 0.0028
2022-02-15 2021-12-31 13F WELLS FARGO CO COM 949746101 667,513 -905,765 -57.57 32,027 -56.14 0.1711
2021-11-12 2021-09-30 13F WELLS FARGO CO COM 949746101 1,573,278 47,003 3.08 73,016 5.63 0.4533
2021-07-23 2021-06-30 13F WELLS FARGO CO COM 949746101 1,526,275 1,354 0.09 69,125 16.02 0.4389
2021-05-10 2021-03-31 13F WELLS FARGO CO COM 949746101 1,524,921 1,992 0.13 59,579 29.63 0.4462
2021-02-24 2020-12-31 13F/A-1 WELLS FARGO CO COM 949746101 1,522,929 -23,514 -1.52 45,962 26.42 0.3773
2021-02-12 2020-12-31 13F WELLS FARGO CO COM 949746101 278,411 -1,268,032 45,962 377,288.5462
2020-11-10 2020-09-30 13F WELLS FARGO CO COM 949746101 1,546,443 -112,807 -6.80 36,357 -14.41 0.3549
2020-08-12 2020-06-30 13F/A-1 WELLS FARGO CO COM 949746101 1,659,250 1,627,993 5,208.41 42,477 4,635.45 0.4891
2020-08-10 2020-06-30 13F WELLS FARGO CO COM 949746101 31,257 0 897 20,753.7282
2020-05-13 2020-03-31 13F WELLS FARGO CO COM 949746101 31,257 31,257 897 0.0208
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.