Wells Fargo & Company
PE ˙ BVL ˙ US9497461015
DIESES SYMBOL IST NICHT MEHR AKTIV
SecurityPE:WFC / Wells Fargo & Company
InstitutionBlue Bell Private Wealth Management, Llc
Latest Disclosed Ownership5,108 shares
Latest Disclosed Value $ 406,648
Blue Bell Private Wealth Management, Llc reports 23.74% increase in ownership of WFC / Wells Fargo & Company

On May 11, 2026 - Blue Bell Private Wealth Management, Llc filed a 13F-HR form disclosing ownership of 5,108 shares of Wells Fargo & Company (PE:WFC) valued at $406,648 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 4,128 shares of Wells Fargo & Company. This represents a change in shares of 23.74% 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 & CO COM Stock 949746101 5,108 980 23.74 407 5.73 0.0585
2026-02-09 2025-12-31 13F WELLS FARGO & CO COM Stock 949746101 4,128 0 0.00 385 10.98 0.0564
2025-10-22 2025-09-30 13F WELLS FARGO CO NEW COM Stock 949746101 4,128 -32 -0.77 346 3.90 0.0526
2025-08-11 2025-06-30 13F WELLS FARGO CO NEW COM Stock 949746101 4,160 32 0.78 333 12.50 0.0557
2025-05-05 2025-03-31 13F WELLS FARGO CO NEW COM Stock 949746101 4,128 20 0.49 296 2.78 0.0561
2025-02-07 2024-12-31 13F WELLS FARGO CO NEW COM Stock 949746101 4,108 -107 -2.54 289 21.01 0.0550
2024-10-29 2024-09-30 13F WELLS FARGO CO NEW COM Stock 949746101 4,215 157 3.87 238 -1.24 0.0455
2024-08-05 2024-06-30 13F WELLS FARGO CO NEW COM Stock 949746101 4,058 -119 -2.85 241 -0.41 0.0498
2024-04-24 2024-03-31 13F WELLS FARGO CO NEW COM Stock 949746101 4,177 66 1.61 242 19.80 0.0519
2024-01-25 2023-12-31 13F WELLS FARGO CO NEW COM Stock 949746101 4,111 -200 -4.64 202 14.77 0.0484
2023-10-30 2023-09-30 13F WELLS FARGO CO NEW COM Stock 949746101 4,311 376 9.56 176 5.39 0.0474
2023-08-08 2023-06-30 13F WELLS FARGO CO NEW COM Stock 949746101 3,935 0 0.00 168 13.61 0.0444
2023-05-08 2023-03-31 13F WELLS FARGO CO NEW COM Stock 949746101 3,935 0 0.00 147 -9.26 0.0441
2023-02-03 2022-12-31 13F WELLS FARGO CO NEW COM Stock 949746101 3,935 0 0.00 162 2.53 0.0532
2022-11-09 2022-09-30 13F WELLS FARGO CO NEW COM Stock 949746101 3,935 0 0.00 158 2.60 0.0565
2022-08-02 2022-06-30 13F WELLS FARGO CO NEW COM Stock 949746101 3,935 0 0.00 154 -19.37 0.0517
2022-04-21 2022-03-31 13F WELLS FARGO CO NEW COM Stock 949746101 3,935 0 0.00 191 1.06 0.0541
2022-01-26 2021-12-31 13F WELLS FARGO CO NEW COM Stock 949746101 3,935 3,935 189 0.0493
2017-01-30 2016-12-31 13F Wells Fargo & Co COM 949746101 0 -6,992 -100.00 0 -100.00
2016-10-14 2016-09-30 13F Wells Fargo & Co COM 949746101 6,992 -104 -1.47 310 -7.74 0.1805
2016-07-28 2016-06-30 13F Wells Fargo & Co COM 949746101 7,096 -2,999 -29.71 336 -31.15 0.2165
2016-04-12 2016-03-31 13F Wells Fargo & Co COM 949746101 10,095 3,096 44.23 488 28.42 0.3325
2016-01-21 2015-12-31 13F Wells Fargo & Co COM 949746101 6,999 1 0.01 380 5.85 0.2578
2015-10-21 2015-09-30 13F Wells Fargo & Co COM 949746101 6,998 100 1.45 359 -7.47 0.2472
2015-07-14 2015-06-30 13F Wells Fargo & Co COM 949746101 6,898 -79 -1.13 388 2.37 0.2343
2015-04-09 2015-03-31 13F Wells Fargo & Co COM 949746101 6,977 -200 -2.79 379 -3.56 0.2273
2015-01-22 2014-12-31 13F Wells Fargo & Co COM 949746101 7,177 900 14.34 393 20.55 0.2287
2014-10-15 2014-09-30 13F Wells Fargo & Co COM 949746101 6,277 0 0.00 326 -1.21 0.1954
2014-07-29 2014-06-30 13F Wells Fargo & Co COM 949746101 6,277 0 0.00 330 5.77 0.1993
2014-04-29 2014-03-31 13F Wells Fargo & Co COM 949746101 6,277 -100 -1.57 312 7.59 0.2112
2014-02-10 2013-12-31 13F Wells Fargo & Co COM 949746101 6,377 6,377 290 0.2225
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.