Wells Fargo & Company
PE ˙ BVL ˙ US9497461015
DIESES SYMBOL IST NICHT MEHR AKTIV
SecurityPE:WFC / Wells Fargo & Company
InstitutionBell & Brown Wealth Advisors, Llc
Latest Disclosed Ownership62,169 shares
Latest Disclosed Value $ 4,949,256
Bell & Brown Wealth Advisors, Llc reports 8.94% decrease in ownership of WFC / Wells Fargo & Company

On May 11, 2026 - Bell & Brown Wealth Advisors, Llc filed a 13F-HR form disclosing ownership of 62,169 shares of Wells Fargo & Company (PE:WFC) valued at $4,949,256 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 13, 2026 disclosing 68,274 shares of Wells Fargo & Company. This represents a change in shares of -8.94% 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)
2026-05-11 2026-03-31 13F WELLS FARGO COM 949746101 62,169 -6,105 -8.94 4,949 -22.22 1.6054
2026-05-13 2025-12-31 13F/A-1 WELLS FARGO CO COM 949746101 68,274 -22,640 -24.90 6,363 -16.50 2.0479
2026-01-30 2025-12-31 13F WELLS FARGO CO COM 949746101 68,274 -22,640 6,363 2.0508
2025-11-07 2025-09-30 13F WELLS FARGO CO COM 949746101 90,914 -297 -0.33 7,620 4.28 2.4951
2025-07-29 2025-06-30 13F WELLS FARGO CO COM 949746101 91,211 -565 -0.62 7,308 10.91 2.6131
2025-05-07 2025-03-31 13F WELLS FARGO CO COM 949746101 91,776 -1,046 -1.13 6,589 1.06 2.5693
2025-05-07 2024-12-31 13F WELLS FARGO CO COM 949746101 92,822 -23 -0.02 6,520 24.31 2.4264
2024-11-14 2024-09-30 13F WELLS FARGO CO COM 949746101 92,845 135 0.15 5,245 -4.76 2.0501
2024-08-13 2024-06-30 13F WELLS FARGO CO COM 949746101 92,710 20,944 29.18 5,506 32.39 2.1094
2024-05-13 2024-03-31 13F WELLS FARGO CO COM 949746101 71,766 -23,262 -24.48 4,160 -11.08 1.7804
2024-02-12 2023-12-31 13F WELLS FARGO CO COM 949746101 95,028 -536 -0.56 4,677 14.69 2.1714
2023-08-15 2023-06-30 13F WELLS FARGO CO COM 949746101 95,564 23,169 32.00 4,079 50.70 2.0410
2023-04-14 2023-03-31 13F WELLS FARGO CO COM 949746101 72,395 -25,443 -26.01 2,706 -33.00 1.4419
2023-02-10 2022-12-31 13F WELLS FARGO CO COM 949746101 97,838 25,421 35.10 4,040 38.65 2.2223
2022-10-26 2022-09-30 13F WELLS FARGO CO COM 949746101 72,417 -25,517 -26.06 2,913 -24.06 1.7985
2022-07-22 2022-06-30 13F WELLS FARGO CO COM 949746101 97,934 -2,110 -2.11 3,836 -20.87 2.0508
2022-05-02 2022-03-31 13F WELLS FARGO CO COM 949746101 100,044 24,176 31.87 4,848 8.58 2.1960
2022-02-10 2021-12-31 13F WELLS FARGO CO COM 949746101 75,868 556 0.74 4,465 27.75 2.1554
2021-11-12 2021-09-30 13F WELLS FARGO CO COM 949746101 75,312 -4,534 -5.68 3,495 91.51 1.8846
2020-10-23 2020-09-30 13F WELLS FARGO CO COM 949746101 79,846 2,921 3.80 1,825 -3.08 1.3195
2020-08-07 2020-06-30 13F WELLS FARGO CO COM 949746101 76,925 43,372 129.26 1,883 127.42 1.4721
2020-05-11 2020-03-31 13F WELLS FARGO CO COM 949746101 33,553 2,349 7.53 828 -44.91 0.7686
2020-01-17 2019-12-31 13F WELLS FARGO CO COM 949746101 31,204 -19,920 -38.96 1,503 -40.33 1.1202
2019-10-09 2019-09-30 13F WELLS FARGO CO COM 949746101 51,124 510 1.01 2,519 5.18 2.0709
2019-08-06 2019-06-30 13F WELLS FARGO CO COM 949746101 50,614 176 0.35 2,395 -1.72 2.1103
2019-05-13 2019-03-31 13F WELLS FARGO CO COM 949746101 50,438 780 1.57 2,437 6.51 2.2210
2019-02-22 2018-12-31 13F/A-1 WELLS FARGO CO COM 949746101 49,658 49,658 2,288 2.4477
2019-02-07 2018-12-31 13F WELLS FARGO CO COM 949746101 118,529 118,529 5,462
2018-11-13 2018-09-30 13F WELLS FARGO CO COM 949746101 0 -47,076 -100.00 0 -100.00
2018-07-31 2018-06-30 13F WELLS FARGO CO COM 949746101 47,076 20,396 76.45 2,610 88.86 2.5768
2018-05-02 2018-03-31 13F WELLS FARGO CO COM 949746101 26,680 -16,766 -38.59 1,382 -47.57 1.4548
2018-02-13 2017-12-31 13F WELLS FARGO CO COM 949746101 43,446 43,446 2,636 2.7315
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.