Wells Fargo & Company
PE ˙ BVL ˙ US9497461015
DIESES SYMBOL IST NICHT MEHR AKTIV
SecurityPE:WFC / Wells Fargo & Company
InstitutionCambridge Investment Research Advisors, Inc.
Latest Disclosed Ownership440,002 shares
Latest Disclosed Value $ 35,029
Cambridge Investment Research Advisors, Inc. reports 1.15% decrease in ownership of WFC / Wells Fargo & Company

On April 30, 2026 - Cambridge Investment Research Advisors, Inc. filed a 13F-HR form disclosing ownership of 440,002 shares of Wells Fargo & Company (PE:WFC) valued at $35,029 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 445,120 shares of Wells Fargo & Company. This represents a change in shares of -1.15% 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)
2026-04-30 2026-03-31 13F WELLS FARGO CO COM 949746101 440,002 -5,118 -1.15 35 -14.63 0.0903
2026-02-05 2025-12-31 13F WELLS FARGO CO NEW COM 949746101 445,120 10,192 2.34 41 13.89 0.1096
2025-11-12 2025-09-30 13F WELLS FARGO CO NEW COM 949746101 434,928 13,191 3.13 36 9.09 0.1001
2025-07-31 2025-06-30 13F WELLS FARGO CO NEW COM 949746101 421,737 6,281 1.51 34 13.79 0.1028
2025-04-22 2025-03-31 13F WELLS FARGO CO NEW COM 949746101 415,456 -12,395 -2.90 30 -3.33 0.1006
2025-02-14 2024-12-31 13F WELLS FARGO CO NEW COM 949746101 427,851 -18,642 -4.18 30 20.00 0.1004
2024-10-28 2024-09-30 13F WELLS FARGO CO NEW COM 949746101 446,493 8,107 1.85 25 -3.85 0.0858
2024-07-26 2024-06-30 13F WELLS FARGO CO NEW COM 949746101 438,386 -147 -0.03 26 4.00 0.0962
2024-04-24 2024-03-31 13F WELLS FARGO CO NEW COM 949746101 438,533 16,223 3.84 25 25.00 0.0978
2024-02-09 2023-12-31 13F WELLS FARGO CO NEW COM 949746101 422,310 10,491 2.55 21 25.00 0.0886
2023-10-24 2023-09-30 13F WELLS FARGO CO NEW COM 949746101 411,819 -8,671 -2.06 17 -5.88 0.0785
2023-07-13 2023-06-30 13F WELLS FARGO CO NEW COM 949746101 420,490 1,106 0.26 18 13.33 0.0818
2023-05-11 2023-03-31 13F WELLS FARGO CO NEW COM 949746101 419,384 22,222 5.60 16 -90.80 0.0769
2023-02-08 2022-12-31 13F WELLS FARGO CO NEW COM 949746101 397,162 -124,313 -23.84 164 -99.22 0.0851
2022-10-17 2022-09-30 13F WELLS FARGO CO NEW COM 949746101 521,475 88,730 20.50 20,974 23.73 0.1182
2022-07-13 2022-06-30 13F WELLS FARGO CO NEW COM 949746101 432,745 23,777 5.81 16,951 -14.47 0.0913
2022-05-12 2022-03-31 13F WELLS FARGO CO NEW COM 949746101 408,968 3,168 0.78 19,819 1.79 0.0910
2022-02-03 2021-12-31 13F WELLS FARGO CO NEW COM 949746101 405,800 -8,414 -2.03 19,470 1.28 0.0871
2021-11-02 2021-09-30 13F WELLS FARGO CO NEW COM 949746101 414,214 7,549 1.86 19,224 4.38 0.0949
2021-08-10 2021-06-30 13F WELLS FARGO CO NEW COM 949746101 406,665 6,941 1.74 18,418 17.94 0.0881
2021-05-07 2021-03-31 13F WELLS FARGO CO NEW COM 949746101 399,724 -1,472 -0.37 15,617 28.98 0.0848
2021-02-04 2020-12-31 13F WELLS FARGO CO NEW COM 949746101 401,196 -50,212 -11.12 12,108 14.09 0.0708
2020-10-29 2020-09-30 13F WELLS FARGO CO NEW COM 949746101 451,408 -29,661 -6.17 10,613 -13.82 0.0716
2020-07-27 2020-06-30 13F WELLS FARGO CO NEW COM 949746101 481,069 75,213 18.53 12,315 5.73 0.0926
2020-05-08 2020-03-31 13F WELLS FARGO CO NEW COM 949746101 405,856 51,830 14.64 11,648 -38.85 0.1118
2020-02-04 2019-12-31 13F WELLS FARGO CO NEW COM 949746101 354,026 -5,356 -1.49 19,047 5.08 0.1471
2019-11-06 2019-09-30 13F/A-1 WELLS FARGO CO NEW COM 949746101 359,382 6,592 1.87 18,127 8.58 0.1591
2019-10-28 2019-09-30 13F WELLS FARGO CO NEW COM 949746101 351,739 -1,051 16,644 0.1515
2019-08-15 2019-06-30 13F WELLS FARGO CO NEW COM 949746101 352,790 -6,460 -1.80 16,694 -3.83 0.1533
2019-05-08 2019-03-31 13F WELLS FARGO CO NEW COM 949746101 359,250 8,009 2.28 17,359 7.25 0.1660
2019-02-05 2018-12-31 13F WELLS FARGO CO NEW COM 949746101 351,241 -15,449 -4.21 16,185 -16.02 0.1789
2018-11-02 2018-09-30 13F WELLS FARGO CO NEW COM 949746101 366,690 -3,388 -0.92 19,273 -6.06 0.1841
2018-08-10 2018-06-30 13F WELLS FARGO CO NEW COM 949746101 370,078 -27,746 -6.97 20,517 -1.60 0.2166
2018-05-09 2018-03-31 13F WELLS FARGO CO NEW COM 949746101 397,824 -9,182 -2.26 20,850 -15.56 0.2350
2018-02-22 2017-12-31 13F WELLS FARGO CO NEW COM 949746101 407,006 24,721 6.47 24,693 17.12 0.2905
2017-11-07 2017-09-30 13F WELLS FARGO CO NEW COM 949746101 382,285 20,084 5.54 21,083 5.05 0.2832
2017-08-08 2017-06-30 13F WELLS FARGO CO NEW COM 949746101 362,201 14,415 4.14 20,070 3.68 0.2951
2017-05-12 2017-03-31 13F WELLS FARGO CO NEW COM 949746101 347,786 17,056 5.16 19,358 6.21 0.3307
2017-02-13 2016-12-31 13F WELLS FARGO CO NEW COM 949746101 330,730 -66,588 -16.76 18,227 3.60 0.3416
2016-11-14 2016-09-30 13F WELLS FARGO CO NEW COM 949746101 397,318 22,789 6.08 17,593 -0.75 0.3266
2016-08-04 2016-06-30 13F WELLS FARGO CO NEW COM 949746101 374,529 57,314 18.07 17,726 15.55 0.3754
2016-05-03 2016-03-31 13F WELLS FARGO CO NEW COM 949746101 317,215 17,185 5.73 15,341 -5.94 0.3468
2016-02-10 2015-12-31 13F WELLS FARGO CO NEW COM 949746101 300,030 11,686 4.05 16,310 10.16 0.3861
2015-11-20 2015-09-30 13F/A-1 WELLS FARGO CO NEW COM 949746101WELLS FARGO &CO NEW COM 949746101 288,344 19,546 7.27 14,806 -2.06 0.4249
2015-11-03 2015-09-30 13F WELLS FARGO CO NEW COM 949746101 287,081 18,283 14,742 0.4197
2015-07-29 2015-06-30 13F WELLS FARGO CO NEW COM 949746101 268,798 16,539 6.56 15,117 10.16 0.4178
2015-05-04 2015-03-31 13F WELLS FARGO CO NEW COM 949746101 252,259 20,609 8.90 13,723 8.06 0.3905
2015-02-06 2014-12-31 13F WELLS FARGO CO NEW COM 949746101 231,650 2,064 0.90 12,699 6.63 0.3932
2014-11-05 2014-09-30 13F WELLS FARGO NEW COM 949746101 229,586 44,256 23.88 11,909 22.26 0.3511
2014-07-25 2014-06-30 13F WELLS FARGO CO NEW COM 949746101 185,330 20,407 12.37 9,741 18.75 0.3399
2014-04-29 2014-03-31 13F WELLS FARGO CO NEW COM 949746101 164,923 32,917 24.94 8,203 36.88 0.3100
2014-01-24 2013-12-31 13F WELLS FARGO CO NEW COM 949746101 132,006 6,739 5.38 5,993 15.78 0.2454
2013-11-05 2013-09-30 13F WELLS FARGO & CO NEW COMCUSIP NO ISSUER NAME ISSUER DESCRIPTION STATUS 949746101 125,267 1,113 0.90 5,176 1.01 0.2266
2013-08-15 2013-06-30 13F WELLS FARGO CO NEW COM 949746101 124,154 124,154 5,124 0.2604
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.