Wells Fargo & Company
PE ˙ BVL ˙ US9497461015
DIESES SYMBOL IST NICHT MEHR AKTIV
SecurityPE:WFC / Wells Fargo & Company
InstitutionDoliver Advisors, Lp
Latest Disclosed Ownership6,889 shares
Latest Disclosed Value $ 548,433
Doliver Advisors, Lp reports 4.60% decrease in ownership of WFC / Wells Fargo & Company

On April 8, 2026 - Doliver Advisors, Lp filed a 13F-HR form disclosing ownership of 6,889 shares of Wells Fargo & Company (PE:WFC) valued at $548,433 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 6, 2026 disclosing 7,221 shares of Wells Fargo & Company. This represents a change in shares of -4.60% 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)
2026-04-08 2026-03-31 13F WELLS FARGO COM 949746101 6,889 -332 -4.60 548 -18.45 0.1247
2026-01-06 2025-12-31 13F WELLS FARGO CO COM 949746101 7,221 -454 -5.92 673 4.51 0.1684
2025-10-07 2025-09-30 13F WELLS FARGO CO COM 949746101 7,675 0 0.00 643 4.72 0.1664
2025-07-02 2025-06-30 13F WELLS FARGO CO COM 949746101 7,675 0 0.00 615 11.64 0.1684
2025-04-08 2025-03-31 13F WELLS FARGO CO COM 949746101 7,675 -150 -1.92 551 0.18 0.1548
2025-01-06 2024-12-31 13F WELLS FARGO CO COM 949746101 7,825 0 0.00 550 24.21 0.1527
2024-10-02 2024-09-30 13F WELLS FARGO CO COM 949746101 7,825 55 0.71 442 -4.12 0.1213
2024-07-12 2024-06-30 13F WELLS FARGO CO COM 949746101 7,770 0 0.00 461 2.44 0.1288
2024-04-12 2024-03-31 13F WELLS FARGO CO COM 949746101 7,770 -739 -8.68 450 7.66 0.1267
2024-01-03 2023-12-31 13F WELLS FARGO CO COM 949746101 8,509 -711 -7.71 419 11.17 0.1285
2023-10-10 2023-09-30 13F WELLS FARGO CO COM 949746101 9,220 -88 -0.95 377 -5.29 0.1134
2023-08-07 2023-06-30 13F WELLS FARGO CO COM 949746101 9,308 -155 -1.64 397 12.46 0.1209
2023-05-12 2023-03-31 13F WELLS FARGO CO COM 949746101 9,463 243 2.64 354 -7.11 0.1110
2023-02-07 2022-12-31 13F WELLS FARGO CO COM 949746101 9,220 -50 -0.54 381 1.88 0.1251
2022-11-09 2022-09-30 13F WELLS FARGO CO COM 949746101 9,270 -39 -0.42 373 2.19 0.1377
2022-08-15 2022-06-30 13F WELLS FARGO CO COM 949746101 9,309 0 0.00 365 -19.07 0.1296
2022-05-09 2022-03-31 13F WELLS FARGO CO COM 949746101 9,309 3,650 64.50 451 41.38 0.1426
2022-02-07 2021-12-31 13F WELLS FARGO CO COM 949746101 5,659 -10,243 -64.41 319 -56.78 0.0997
2021-11-03 2021-09-30 13F WELLS FARGO CO COM 949746101 15,902 250 1.60 738 4.09 0.2480
2021-08-06 2021-06-30 13F WELLS FARGO CO COM 949746101 15,652 -91 -0.58 709 15.28 0.2352
2021-05-07 2021-03-31 13F WELLS FARGO CO COM 949746101 15,743 -450 -2.78 615 25.77 0.2286
2021-02-04 2020-12-31 13F WELLS FARGO CO COM 949746101 16,193 25 0.15 489 28.68 0.2162
2020-11-13 2020-09-30 13F WELLS FARGO CO COM 949746101 16,168 340 2.15 380 -6.17 0.1927
2020-08-10 2020-06-30 13F WELLS FARGO CO COM 949746101 15,828 5,453 52.56 405 37.29 0.1810
2020-04-28 2020-03-31 13F WELLS FARGO CO COM 949746101 10,375 3,285 46.33 295 -22.57 0.1458
2020-01-27 2019-12-31 13F WELLS FARGO CO COM 949746101 7,090 -488 -6.44 381 0.26 0.1506
2019-11-04 2019-09-30 13F WELLS FARGO CO COM 949746101 7,578 463 6.51 380 12.76 0.1527
2019-07-25 2019-06-30 13F WELLS FARGO CO COM 949746101 7,115 700 10.91 337 8.71 0.1328
2019-05-13 2019-03-31 13F WELLS FARGO CO COM 949746101 6,415 1,186 22.68 310 28.63 0.1253
2019-01-31 2018-12-31 13F WELLS FARGO CO COM 949746101 5,229 5,229 241 0.1183
2018-05-08 2018-03-31 13F WELLS FARGO BK N A Common 949746101 0 -3,935 -100.00 0 -100.00
2018-02-12 2017-12-31 13F WELLS FARGO BK N A Common 949746101 3,935 3,935 239 0.0957
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.