Wells Fargo & Company
PE ˙ BVL ˙ US9497461015
DIESES SYMBOL IST NICHT MEHR AKTIV
SecurityPE:WFC / Wells Fargo & Company
InstitutionBragg Financial Advisors, Inc
Latest Disclosed Ownership11,929 shares
Latest Disclosed Value $ 949,632
Bragg Financial Advisors, Inc reports 2.94% decrease in ownership of WFC / Wells Fargo & Company

On May 15, 2026 - Bragg Financial Advisors, Inc filed a 13F-HR form disclosing ownership of 11,929 shares of Wells Fargo & Company (PE:WFC) valued at $949,632 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 12,290 shares of Wells Fargo & Company. This represents a change in shares of -2.94% 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)
2026-05-15 2026-03-31 13F WELLS FARGO COM 949746101 11,929 -361 -2.94 950 -17.12 0.0300
2026-02-13 2025-12-31 13F WELLS FARGO CO COM 949746101 12,290 -248 -1.98 1,145 9.05 0.0373
2025-11-13 2025-09-30 13F WELLS FARGO CO COM 949746101 12,538 -1,187 -8.65 1,051 -4.46 0.0348
2025-08-14 2025-06-30 13F WELLS FARGO CO COM 949746101 13,725 68 0.50 1,100 12.14 0.0393
2025-05-14 2025-03-31 13F WELLS FARGO CO COM 949746101 13,657 -351 -2.51 980 -0.31 0.0403
2025-02-13 2024-12-31 13F WELLS FARGO CO COM 949746101 14,008 969 7.43 984 33.56 0.0398
2024-11-14 2024-09-30 13F WELLS FARGO CO COM 949746101 13,039 -295 -2.21 737 -6.95 0.0303
2024-08-15 2024-06-30 13F WELLS FARGO CO COM 949746101 13,334 433 3.36 792 5.89 0.0353
2024-05-14 2024-03-31 13F/A-1 WELLS FARGO CO COM 949746101 12,901 -625 -4.62 748 12.33 0.0335
2024-05-14 2024-03-31 13F WELLS FARGO CO COM 949746101 12,901 -625 748 0.0335
2024-02-14 2023-12-31 13F WELLS FARGO CO COM 949746101 13,526 -974 -6.72 666 12.33 0.0317
2023-11-14 2023-09-30 13F WELLS FARGO CO COM 949746101 14,500 -558 -3.71 592 -7.79 0.0313
2023-08-15 2023-06-30 13F WELLS FARGO CO COM 949746101 15,058 415 2.83 643 17.37 0.0353
2023-05-15 2023-03-31 13F WELLS FARGO CO COM 949746101 14,643 50 0.34 547 -9.14 0.0323
2023-02-15 2022-12-31 13F WELLS FARGO CO COM 949746101 14,593 -46 -0.31 603 2.21 0.0366
2022-11-14 2022-09-30 13F WELLS FARGO CO COM 949746101 14,639 4,415 43.18 589 47.25 0.0406
2022-08-15 2022-06-30 13F WELLS FARGO CO COM 949746101 10,224 -224 -2.14 400 -20.95 0.0266
2022-05-11 2022-03-31 13F WELLS FARGO CO COM 949746101 10,448 -735 -6.57 506 -2.50 0.0295
2022-02-14 2021-12-31 13F WELLS FARGO CO COM 949746101 11,183 0 0.00 519 0.00 0.0333
2021-11-15 2021-09-30 13F WELLS FARGO CO COM 949746101 11,183 465 4.34 519 7.01 0.0333
2021-08-16 2021-06-30 13F WELLS FARGO CO COM 949746101 10,718 928 9.48 485 26.96 0.0310
2021-05-14 2021-03-31 13F WELLS FARGO CO COM 949746101 9,790 -87 -0.88 382 28.19 0.0257
2021-02-11 2020-12-31 13F WELLS FARGO CO COM 949746101 9,877 -2,124 -17.70 298 5.67 0.0261
2020-11-13 2020-09-30 13F WELLS FARGO CO COM 949746101 12,001 -3,455 -22.35 282 -28.79 0.0289
2020-08-14 2020-06-30 13F WELLS FARGO CO COM 949746101 15,456 -2,726 -14.99 396 -24.14 0.0441
2020-05-15 2020-03-31 13F WELLS FARGO CO COM 949746101 18,182 -5,961 -24.69 522 -59.82 0.0701
2020-02-14 2019-12-31 13F WELLS FARGO CO COM 949746101 24,143 -2,106 -8.02 1,299 -1.89 0.1454
2019-11-14 2019-09-30 13F WELLS FARGO CO COM 949746101 26,249 -1,017 -3.73 1,324 2.64 0.1610
2019-08-14 2019-06-30 13F WELLS FARGO CO COM 949746101 27,266 -1,721 -5.94 1,290 -7.92 0.1590
2019-05-13 2019-03-31 13F WELLS FARGO CO COM 949746101 28,987 -3,246 -10.07 1,401 -5.66 0.1820
2019-02-14 2018-12-31 13F WELLS FARGO CO COM 949746101 32,233 -9,177 -22.16 1,485 -31.76 0.2232
2018-11-14 2018-09-30 13F WELLS FARGO CO COM 949746101 41,410 -8,044 -16.27 2,176 -20.64 0.2924
2018-08-14 2018-06-30 13F WELLS FARGO CO COM 949746101 49,454 -26,390 -34.80 2,742 -31.02 0.3913
2018-05-14 2018-03-31 13F WELLS FARGO CO COM 949746101 75,844 -30,423 -28.63 3,975 -38.34 0.5815
2018-02-14 2017-12-31 13F WELLS FARGO CO COM 949746101 106,267 -4,060 -3.68 6,447 5.95 0.9258
2017-11-14 2017-09-30 13F WELLS FARGO CO COM 949746101 110,327 -76 -0.07 6,085 -0.52 0.9325
2017-08-14 2017-06-30 13F WELLS FARGO CO COM 949746101 110,403 872 0.80 6,117 0.34 0.9651
2017-05-16 2017-03-31 13F WELLS FARGO & CO COM 949746101 109,531 2,599 2.43 6,096 3.44 0.9775
2017-02-14 2016-12-31 13F WELLS FARGO & CO COM 949746101 106,932 934 0.88 5,893 25.54 0.9716
2016-11-14 2016-09-30 13F WELLS FARGO & CO COM 949746101 105,998 1,085 1.03 4,694 -5.48 0.8384
2016-08-15 2016-06-30 13F WELLS FARGO & CO COM 949746101 104,913 3,579 3.53 4,966 1.33 0.8951
2016-05-12 2016-03-31 13F WELLS FARGO & CO COM 949746101 101,334 1,441 1.44 4,901 -9.74 0.9424
2016-02-10 2015-12-31 13F WELLS FARGO & CO COM 949746101 99,893 1,143 1.16 5,430 7.08 1.1640
2015-11-12 2015-09-30 13F WELLS FARGO & CO COM 949746101 98,750 6,057 6.53 5,071 -2.72 1.2130
2015-08-14 2015-06-30 13F WELLS FARGO & CO COM 949746101 92,693 702 0.76 5,213 4.18 1.1927
2015-05-15 2015-03-31 13F WELLS FARGO & CO COM 949746101 91,991 10,362 12.69 5,004 11.82 1.1528
2015-02-11 2014-12-31 13F WELLS FARGO & CO COM 949746101 81,629 -1,747 -2.10 4,475 3.47 1.0853
2014-11-14 2014-09-30 13F WELLS FARGO & CO COM 949746101 83,376 -5,353 -6.03 4,325 -7.27 1.0923
2014-08-13 2014-06-30 13F WELLS FARGO & CO COM 949746101 88,729 -667 -0.75 4,664 4.88 1.1177
2014-05-14 2014-03-31 13F WELLS FARGO & CO COM 949746101 89,396 617 0.69 4,447 10.32 1.0868
2014-02-14 2013-12-31 13F WELLS FARGO & CO COM 949746101 88,779 967 1.10 4,031 11.11 0.9778
2013-11-14 2013-09-30 13F Wells Fargo Com 949746101 87,812 1,423 1.65 3,628 1.77 0.9438
2013-08-14 2013-06-30 13F Wells Fargo Com 949746101 86,389 86,389 3,565 0.9771
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.