Wells Fargo & Company
PE ˙ BVL ˙ US9497461015
DIESES SYMBOL IST NICHT MEHR AKTIV
SecurityPE:WFC / Wells Fargo & Company
InstitutionEagle Global Advisors Llc
Latest Disclosed Ownership8,328 shares
Latest Disclosed Value $ 662,992
Eagle Global Advisors Llc reports 0.60% increase in ownership of WFC / Wells Fargo & Company

On May 15, 2026 - Eagle Global Advisors Llc filed a 13F-HR form disclosing ownership of 8,328 shares of Wells Fargo & Company (PE:WFC) valued at $662,992 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 8,278 shares of Wells Fargo & Company. This represents a change in shares of 0.60% 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.

Upgrade to unlock premium data and export to Excel .

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 8,328 50 0.60 663 -14.14 0.0239
2026-01-28 2025-12-31 13F WELLS FARGO CO COM 949746101 8,278 -140 -1.66 772 9.36 0.0285
2025-10-28 2025-09-30 13F WELLS FARGO CO COM 949746101 8,418 0 0.00 706 4.60 0.0270
2025-07-16 2025-06-30 13F WELLS FARGO CO COM 949746101 8,418 0 0.00 674 11.59 0.0273
2025-05-12 2025-03-31 13F WELLS FARGO CO COM 949746101 8,418 0 0.00 604 2.20 0.0249
2025-02-14 2024-12-31 13F WELLS FARGO CO COM 949746101 8,418 -95 -1.12 591 23.13 0.0242
2024-11-14 2024-09-30 13F WELLS FARGO CO COM 949746101 8,513 -180,342 -95.49 481 -95.72 0.0239
2024-08-14 2024-06-30 13F WELLS FARGO CO COM 949746101 188,855 268 0.14 11,216 2.62 0.5924
2024-05-15 2024-03-31 13F WELLS FARGO CO COM 949746101 188,587 -125 -0.07 10,931 17.68 0.6162
2024-02-09 2023-12-31 13F WELLS FARGO CO COM 949746101 188,712 -3,922 -2.04 9,288 18.00 0.5615
2023-10-30 2023-09-30 13F WELLS FARGO CO COM 949746101 192,634 -921 -0.48 7,871 -4.71 0.5102
2023-07-21 2023-06-30 13F WELLS FARGO CO COM 949746101 193,555 -8,612 -4.26 8,261 9.30 0.5442
2023-05-08 2023-03-31 13F WELLS FARGO CO COM 949746101 202,167 -212 -0.10 7,557 -9.56 0.5093
2023-02-07 2022-12-31 13F WELLS FARGO CO COM 949746101 202,379 -1,028 -0.51 8,356 2.14 0.5756
2022-10-25 2022-09-30 13F WELLS FARGO CO COM 949746101 203,407 -1,489 -0.73 8,181 1.93 0.6145
2022-08-11 2022-06-30 13F WELLS FARGO CO COM 949746101 204,896 -628 -0.31 8,026 -19.42 0.5917
2022-04-20 2022-03-31 13F WELLS FARGO CO COM 949746101 205,524 2,097 1.03 9,960 2.05 0.6147
2022-02-01 2021-12-31 13F WELLS FARGO CO COM 949746101 203,427 101 0.05 9,760 3.43 0.6149
2021-11-15 2021-09-30 13F WELLS FARGO CO COM 949746101 203,326 -636 -0.31 9,436 2.15 0.6229
2021-07-15 2021-06-30 13F WELLS FARGO CO COM 949746101 203,962 6,606 3.35 9,237 19.79 0.5973
2021-05-07 2021-03-31 13F WELLS FARGO CO COM 949746101 197,356 197,356 7,711 0.5694
2020-02-06 2019-12-31 13F WELLS FARGO CO COM 949746101 0 -102,759 -100.00 0 -100.00
2019-11-14 2019-09-30 13F WELLS FARGO CO COM 949746101 102,759 -3,646 -3.43 5,183 2.94 0.2222
2019-08-13 2019-06-30 13F WELLS FARGO CO COM 949746101 106,405 -5,152 -4.62 5,035 -6.59 0.2014
2019-04-22 2019-03-31 13F WELLS FARGO CO COM 949746101 111,557 -68 -0.06 5,390 4.78 0.2105
2019-01-30 2018-12-31 13F WELLS FARGO CO COM 949746101 111,625 -59,827 -34.89 5,144 -42.92 0.2228
2018-11-13 2018-09-30 13F WELLS FARGO CO COM 949746101 171,452 50,201 41.40 9,012 34.07 0.2804
2018-07-31 2018-06-30 13F WELLS FARGO CO COM 949746101 121,251 382 0.32 6,722 6.11 0.2126
2018-05-04 2018-03-31 13F WELLS FARGO CO COM 949746101 120,869 2,797 2.37 6,335 -11.56 0.2186
2018-02-12 2017-12-31 13F WELLS FARGO CO COM 949746101 118,072 -1,017 -0.85 7,163 9.06 0.2238
2017-11-13 2017-09-30 13F WELLS FARGO CO COM 949746101 119,089 -536 -0.45 6,568 -0.91 0.1983
2017-07-27 2017-06-30 13F WELLS FARGO CO COM 949746101 119,625 2,172 1.85 6,628 1.39 0.1896
2017-05-09 2017-03-31 13F WELLS FARGO & CO COM 949746101 117,453 132 0.11 6,537 1.10 0.1766
2017-02-14 2016-12-31 13F WELLS FARGO & CO COM 949746101 117,321 -2,528 -2.11 6,466 21.84 0.1766
2016-11-14 2016-09-30 13F WELLS FARGO & CO COM 949746101 119,849 48,997 69.15 5,307 58.28 0.1500
2016-08-15 2016-06-30 13F WELLS FARGO & CO COM 949746101 70,852 -108 -0.15 3,353 -2.30 0.0984
2016-05-16 2016-03-31 13F WELLS FARGO & CO COM 949746101 70,960 -283 -0.40 3,432 -11.39 0.1235
2016-02-16 2015-12-31 13F WELLS FARGO & CO COM 949746101 71,243 831 1.18 3,873 7.11 0.1345
2015-11-16 2015-09-30 13F WELLS FARGO & CO COM 949746101 70,412 32 0.05 3,616 -8.64 0.1197
2015-08-14 2015-06-30 13F WELLS FARGO & CO COM 949746101 70,380 926 1.33 3,958 4.76 0.1026
2015-05-15 2015-03-31 13F WELLS FARGO & CO COM 949746101 69,454 155 0.22 3,778 -0.55 0.0988
2015-02-09 2014-12-31 13F WELLS FARGO & CO COM 949746101 69,299 -679 -0.97 3,799 4.66 0.0970
2014-11-10 2014-09-30 13F WELLS FARGO & CO COM 949746101 69,978 -82 -0.12 3,630 -1.41 0.0871
2014-08-14 2014-06-30 13F WELLS FARGO & CO COM 949746101 70,060 -2,547 -3.51 3,682 1.97 0.0930
2014-05-15 2014-03-31 13F WELLS FARGO & CO COM 949746101 72,607 -1,044 -1.42 3,611 7.98 0.1107
2014-02-04 2013-12-31 13F WELLS FARGO & CO COM 949746101 73,651 -2,198 -2.90 3,344 6.70 0.1063
2013-11-14 2013-09-30 13F WELLS FARGO & CO COM 949746101 75,849 -1,517 -1.96 3,134 -1.85 0.1118
2013-08-14 2013-06-30 13F WELLS FARGO & CO COM 949746101 77,366 77,366 3,193 0.1206
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.