Wells Fargo & Company
PE ˙ BVL ˙ US9497461015
DIESES SYMBOL IST NICHT MEHR AKTIV
SecurityPE:WFC / Wells Fargo & Company
InstitutionBKD Wealth Advisors, LLC
Latest Disclosed Ownership11,145 shares
Latest Disclosed Value $ 887,253
BKD Wealth Advisors, LLC reports 8.98% decrease in ownership of WFC / Wells Fargo & Company

On May 1, 2026 - BKD Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 11,145 shares of Wells Fargo & Company (PE:WFC) valued at $887,253 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 12,245 shares of Wells Fargo & Company. This represents a change in shares of -8.98% 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)
2026-05-01 2026-03-31 13F WELLS FARGO COM 949746101 11,145 -1,100 -8.98 887 -22.26 0.0168
2026-02-10 2025-12-31 13F WELLS FARGO CO COM 949746101 12,245 -945 -7.16 1,141 3.26 0.0215
2025-10-30 2025-09-30 13F WELLS FARGO CO COM 949746101 13,190 -546 -3.97 1,106 0.45 0.0220
2025-07-29 2025-06-30 13F WELLS FARGO CO COM 949746101 13,736 758 5.84 1,101 18.15 0.0237
2025-05-13 2025-03-31 13F WELLS FARGO CO COM 949746101 12,978 159 1.24 932 3.44 0.0223
2025-02-04 2024-12-31 13F WELLS FARGO CO COM 949746101 12,819 -179 -1.38 900 22.62 0.0207
2024-11-14 2024-09-30 13F WELLS FARGO CO COM 949746101 12,998 -510 -3.78 734 -8.48 0.0169
2024-08-09 2024-06-30 13F WELLS FARGO CO COM 949746101 13,508 -13,714 -50.38 802 -49.14 0.0200
2024-04-19 2024-03-31 13F WELLS FARGO CO COM 949746101 27,222 16,515 154.24 1,578 199.81 0.0401
2024-01-11 2023-12-31 13F WELLS FARGO CO COM 949746101 10,707 -1,777 -14.23 527 3.14 0.0147
2023-10-26 2023-09-30 13F WELLS FARGO CO COM 949746101 12,484 123 1.00 510 -3.23 0.0154
2023-08-08 2023-06-30 13F WELLS FARGO CO COM 949746101 12,361 -724 -5.53 528 7.77 0.0155
2023-04-27 2023-03-31 13F WELLS FARGO CO COM 949746101 13,085 -204 -1.54 489 -10.77 0.0160
2023-02-03 2022-12-31 13F WELLS FARGO CO COM 949746101 13,289 -404 -2.95 549 -0.54 0.0192
2022-10-14 2022-09-30 13F WELLS FARGO CO COM 949746101 13,693 -847 -5.83 551 -3.33 0.0222
2022-07-22 2022-06-30 13F WELLS FARGO CO COM 949746101 14,540 1,919 15.20 570 -6.86 0.0231
2022-05-10 2022-03-31 13F WELLS FARGO CO COM 949746101 12,621 2,871 29.45 612 30.77 0.0259
2022-01-14 2021-12-31 13F WELLS FARGO CO COM 949746101 9,750 953 10.83 468 14.71 0.0197
2021-10-14 2021-09-30 13F WELLS FARGO CO COM 949746101 8,797 8,797 408 0.0187
2020-11-05 2020-09-30 13F WELLS FARGO CO COM 949746101 0 -14,859 -100.00 0 -100.00
2020-07-15 2020-06-30 13F WELLS FARGO CO COM 949746101 14,859 -7,734 -34.23 380 -41.36 0.0246
2020-04-10 2020-03-31 13F WELLS FARGO CO COM 949746101 22,593 -19,884 -46.81 648 -71.64 0.0531
2020-01-13 2019-12-31 13F WELLS FARGO CO COM 949746101 42,477 -1,384 -3.16 2,285 3.30 0.1646
2019-10-28 2019-09-30 13F WELLS FARGO CO COM 949746101 43,861 2,389 5.76 2,212 12.74 0.1770
2019-07-10 2019-06-30 13F WELLS FARGO CO COM 949746101 41,472 -25,676 -38.24 1,962 -39.54 0.1590
2019-04-10 2019-03-31 13F WELLS FARGO CO COM 949746101 67,148 36,372 118.18 3,245 128.84 0.2692
2019-01-28 2018-12-31 13F/A-1 WELLS FARGO CO COM 949746101 30,776 30,776 1,418 0.1450
2019-01-15 2018-12-31 13F WELLS FARGO CO COM 949746101 30,776 30,776 1,418 0.1311
2018-10-09 2018-09-30 13F WELLS FARGO CO COM 949746101 0 -44,443 -100.00 0 -100.00
2018-07-13 2018-06-30 13F WELLS FARGO CO COM 949746101 44,443 2,066 4.88 2,464 10.94 0.2394
2018-05-25 2018-03-31 13F/A-1 WELLS FARGO CO COM 949746101 42,377 -2,885 -6.37 2,221 -19.12 0.2226
2018-04-20 2018-03-31 13F WELLS FARGO CO COM 949746101 42,469 -2,793 2,140
2018-01-18 2017-12-31 13F WELLS FARGO CO COM 949746101 45,262 662 1.48 2,746 11.63 0.2746
2017-10-13 2017-09-30 13F WELLS FARGO CO COM 949746101 44,600 3,843 9.43 2,460 8.95 0.2707
2017-07-10 2017-06-30 13F WELLS FARGO CO COM 949746101 40,757 5,266 14.84 2,258 14.33 0.2560
2017-04-13 2017-03-31 13F WELLS FARGO & CO COM 949746101 35,491 -708 -1.96 1,975 -1.00 0.2412
2017-01-06 2016-12-31 13F WELLS FARGO & CO COM 949746101 36,199 3,426 10.45 1,995 37.49 0.2609
2016-10-18 2016-09-30 13F WELLS FARGO & CO COM 949746101 32,773 -1,756 -5.09 1,451 -11.20 0.2021
2016-07-12 2016-06-30 13F WELLS FARGO & CO COM 949746101 34,529 -1,267 -3.54 1,634 -5.60 0.2428
2016-04-12 2016-03-31 13F WELLS FARGO & CO COM 949746101 35,796 -4,353 -10.84 1,731 -20.71 0.2762
2016-01-26 2015-12-31 13F WELLS FARGO & CO COM 949746101 40,149 27,047 206.43 2,183 224.37 0.3283
2015-11-10 2015-09-30 13F/A-1 WELLS FARGO & CO COM 949746101 13,102 4,210 47.35 673 34.60 0.1185
2015-10-13 2015-09-30 13F WELLS FARGO & CO COM 949746101 13,102 4,210 673 0.1137
2015-07-08 2015-06-30 13F WELLS FARGO & CO COM 949746101 8,892 335 3.91 500 7.30 0.0749
2015-04-16 2015-03-31 13F WELLS FARGO & CO COM 949746101 8,557 1,566 22.40 466 21.67 0.0675
2015-02-26 2014-12-31 13F/A-1 WELLS FARGO & CO COM 949746101 6,991 180 2.64 383 8.50 0.0627
2015-01-15 2014-12-31 13F WELLS FARGO & CO COM 949746101 8,913 2,102 464 0.0717
2015-02-26 2014-09-30 13F/A-1 WELLS FARGO & CO COM 949746101 6,811 -545 -7.41 353 -8.79 0.0609
2014-10-10 2014-09-30 13F WELLS FARGO & CO COM 949746101 8,743 1,387 456 0.0743
2015-02-26 2014-06-30 13F/A-1 WELLS FARGO & CO COM 949746101 7,356 -3,058 -29.36 387 -25.58 0.0660
2014-07-11 2014-06-30 13F WELLS FARGO & CO COM 949746101 9,292 -1,122 487 0.0775
2014-04-29 2014-03-31 13F WELLS FARGO & CO COM 949746101 10,414 -520 -4.76 520 4.84 0.0919
2014-01-14 2013-12-31 13F/A-1 WELLS FARGO & CO COM 949746101 10,934 62 0.57 496 10.47 0.0918
2014-01-13 2013-12-31 13F WELLS FARGO & CO COM 949746101 21,868 993
2014-01-16 2013-09-30 13F/A-1 WELLS FARGO & CO COM 949746101 10,872 -779 -6.69 449 -6.65 0.0921
2013-11-14 2013-09-30 13F WELLS FARGO & CO COM 949746101 21,744 899
2013-07-19 2013-06-30 13F WELLS FARGO & CO COM 949746101 11,651 11,651 481 0.3809
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.