Wells Fargo & Company
PE ˙ BVL ˙ US9497461015
DIESES SYMBOL IST NICHT MEHR AKTIV
SecurityPE:WFC / Wells Fargo & Company
InstitutionFirst Heartland Consultants, Inc.
Latest Disclosed Ownership4,465 shares
Latest Disclosed Value $ 355,428
First Heartland Consultants, Inc. reports 0.45% increase in ownership of WFC / Wells Fargo & Company

On April 8, 2026 - First Heartland Consultants, Inc. filed a 13F-HR form disclosing ownership of 4,465 shares of Wells Fargo & Company (PE:WFC) valued at $355,428 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 9, 2026 disclosing 4,445 shares of Wells Fargo & Company. This represents a change in shares of 0.45% 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 CO COM 949746101 4,465 20 0.45 355 -14.25 0.0272
2026-01-09 2025-12-31 13F WELLS FARGO CO COM 949746101 4,445 -351 -7.32 414 3.24 0.0314
2025-11-10 2025-09-30 13F WELLS FARGO CO COM 949746101 4,796 -393 -7.57 402 -3.37 0.0324
2025-08-15 2025-06-30 13F WELLS FARGO CO COM 949746101 5,189 97 1.90 416 13.70 0.0370
2025-05-07 2025-03-31 13F WELLS FARGO CO COM 949746101 5,092 1,270 33.23 366 36.19 0.0377
2025-02-18 2024-12-31 13F WELLS FARGO CO COM 949746101 3,822 -1,655 -30.22 268 0.0275
2024-11-05 2024-09-30 13F WELLS FARGO CO COM 949746101 5,477 5,477 0 0.0332
2022-07-12 2022-06-30 13F WELLS FARGO CO COM 949746101 0 -4,983 -100.00 0 -100.00
2022-04-21 2022-03-31 13F WELLS FARGO CO COM 949746101 4,983 -351 -6.58 241 -5.49 0.0373
2022-02-11 2021-12-31 13F WELLS FARGO CO COM 949746101 5,334 -264 -4.72 255 -1.92 0.0097
2021-11-15 2021-09-30 13F WELLS FARGO CO COM 949746101 5,598 -129 -2.25 260 0.39 0.0396
2021-08-16 2021-06-30 13F WELLS FARGO CO COM 949746101 5,727 189 3.41 259 19.91 0.0392
2021-05-17 2021-03-31 13F WELLS FARGO CO COM 949746101 5,538 5,538 216 0.0343
2020-07-16 2020-06-30 13F WELLS FARGO COM 949746101 0 -7,587 -100.00 0 -100.00
2020-05-14 2020-03-31 13F WELLS FARGO COM 949746101 7,587 26 0.34 218 -46.44 0.0561
2020-02-13 2019-12-31 13F WELLS FARGO COM 949746101 7,561 721 10.54 407 17.97 0.0801
2019-11-18 2019-09-30 13F WELLS FARGO COM 949746101 6,840 577 9.21 345 16.55 0.0740
2019-08-12 2019-06-30 13F WELLS FARGO COM 949746101 6,263 -535 -7.87 296 -10.03 0.0711
2019-05-15 2019-03-31 13F WELLS FARGO COM 949746101 6,798 155 2.33 329 7.52 0.0922
2019-02-12 2018-12-31 13F WELLS FARGO COM 949746101 6,643 -1,091 -14.11 306 -24.63 0.1143
2018-11-15 2018-09-30 13F WELLS FARGO COM 949746101 7,734 -993 -11.38 406 -16.12 0.1270
2018-08-09 2018-06-30 13F WELLS FARGO COM 949746101 8,727 -575 -6.18 484 -0.62 0.1706
2018-05-15 2018-03-31 13F WELLS FARGO COM 949746101 9,302 1,027 12.41 487 -2.99 0.1459
2018-02-26 2017-12-31 13F WELLS FARGO COM 949746101 8,275 -9,870 -54.40 502 -49.85 0.1510
2017-11-15 2017-09-30 13F WELLS FARGO COM 949746101 18,145 501 2.84 1,001 2.35 0.2434
2017-07-26 2017-06-30 13F WELLS FARGO COM 949746101 17,644 441 2.56 978 2.09 0.2535
2017-05-12 2017-03-31 13F WELLS FARGO COM 949746101 17,203 -780 -4.34 958 -3.33 0.2673
2017-02-16 2016-12-31 13F WELLS FARGO COM 949746101 17,983 -1,989 -9.96 991 12.10 0.3007
2016-11-23 2016-09-30 13F WELLS FARGO COM 949746101 19,972 573 2.95 884 -3.70 0.2567
2016-08-12 2016-06-30 13F WELLS FARGO COM 949746101 19,399 1,916 10.96 918 8.64 0.1006
2016-05-10 2016-03-31 13F WELLS FARGO COM 949746101 17,483 722 4.31 845 -7.24 0.3212
2016-02-05 2015-12-31 13F WELLS FARGO COM 949746101 16,761 492 3.02 911 9.10 0.3458
2015-11-12 2015-09-30 13F WELLS FARGO COM 949746101 16,269 452 2.86 835 -6.18 0.3487
2015-07-28 2015-06-30 13F WELLS FARGO COM 949746101 15,817 -213 -1.33 890 2.06 0.2422
2015-04-24 2015-03-31 13F WELLS FARGO COM 949746101 16,030 16,030 0.00 872 0.3323
2015-02-02 2014-12-31 13F WELLS FARGO COM 949746101 0 -16,754 -100.00 0 -100.00
2014-11-13 2014-09-30 13F WELLS FARGO COM 949746101 16,754 -58 -0.34 869 -1.70 0.3824
2014-07-16 2014-06-30 13F WELLS FARGO COM 949746101 16,812 -183 -1.08 884 4.62 0.3995
2014-04-30 2014-03-31 13F WELLS FARGO COM 949746101 16,995 357 2.15 845 11.92 0.4160
2014-02-14 2013-12-31 13F WELLS FARGO COM 949746101 16,638 465 2.88 755 12.52 0.4249
2013-11-14 2013-09-30 13F WELLS FARGO COM 949746101 16,173 2,306 16.63 671 17.31 0.4054
2013-08-13 2013-06-30 13F WELLS FARGO COM 949746101 13,867 13,867 572 0.3321
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.