Wells Fargo & Company
PE ˙ BVL ˙ US9497461015
DIESES SYMBOL IST NICHT MEHR AKTIV
SecurityPE:WFC / Wells Fargo & Company
InstitutionFounders Financial Securities Llc
Latest Disclosed Ownership22,278 shares
Latest Disclosed Value $ 1,916,336
Founders Financial Securities Llc reports 0.76% increase in ownership of WFC / Wells Fargo & Company

On April 17, 2026 - Founders Financial Securities Llc filed a 13F-HR/A form disclosing ownership of 22,278 shares of Wells Fargo & Company (PE:WFC) valued at $1,916,336 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 22,109 shares of Wells Fargo & Company. This represents a change in shares of 0.76% 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)
2026-04-17 2026-03-31 13F/A-1 WELLS FARGO COM 949746101 22,278 169 0.76 1,916 -6.99 0.1081
2026-02-10 2025-12-31 13F WELLS FARGO CO COM 949746101 22,109 869 4.09 2,061 15.73 0.1214
2025-10-15 2025-09-30 13F WELLS FARGO CO COM 949746101 21,240 608 2.95 1,780 7.68 0.1211
2025-08-06 2025-06-30 13F WELLS FARGO CO COM 949746101 20,632 -8,345 -28.80 1,653 -17.80 0.1256
2025-05-12 2025-03-31 13F WELLS FARGO CO COM 949746101 28,977 -842 -2.82 2,012 -3.96 0.1705
2025-02-10 2024-12-31 13F WELLS FARGO CO COM 949746101 29,819 17 0.06 2,094 24.42 0.1889
2024-11-12 2024-09-30 13F WELLS FARGO CO COM 949746101 29,802 -184 -0.61 1,683 -5.45 0.1553
2024-08-02 2024-06-30 13F WELLS FARGO CO COM 949746101 29,986 -309 -1.02 1,781 1.42 0.1684
2024-04-17 2024-03-31 13F WELLS FARGO CO COM 949746101 30,295 -428 -1.39 1,756 16.07 0.1842
2024-02-06 2023-12-31 13F WELLS FARGO CO COM 949746101 30,723 -215 -0.69 1,512 19.62 0.1678
2023-10-17 2023-09-30 13F WELLS FARGO CO COM 949746101 30,938 -633 -2.01 1,264 -6.16 0.1638
2023-08-11 2023-06-30 13F WELLS FARGO CO COM 949746101 31,571 240 0.77 1,347 15.03 0.1780
2023-05-04 2023-03-31 13F WELLS FARGO CO COM 949746101 31,331 317 1.02 1,171 -8.52 0.1689
2023-02-08 2022-12-31 13F WELLS FARGO CO COM 949746101 31,014 -2,487 -7.42 1,281 -4.97 0.2014
2022-10-27 2022-09-30 13F WELLS FARGO CO COM 949746101 33,501 97 0.29 1,347 2.98 0.2383
2022-07-27 2022-06-30 13F WELLS FARGO CO COM 949746101 33,404 230 0.69 1,308 -18.66 0.2557
2022-05-13 2022-03-31 13F WELLS FARGO CO COM 949746101 33,174 -568 -1.68 1,608 -0.68 0.2849
2022-02-14 2021-12-31 13F WELLS FARGO CO COM 949746101 33,742 -214 -0.63 1,619 2.73 0.2911
2021-11-15 2021-09-30 13F WELLS FARGO CO COM 949746101 33,956 -181 -0.53 1,576 1.94 0.3173
2021-08-16 2021-06-30 13F WELLS FARGO CO COM 949746101 34,137 1,080 3.27 1,546 19.66 0.3069
2021-05-14 2021-03-31 13F WELLS FARGO CO COM 949746101 33,057 9,362 39.51 1,292 80.70 0.2978
2021-02-09 2020-12-31 13F WELLS FARGO CO COM 949746101 23,695 -2,890 -10.87 715 14.40 0.1713
2020-11-16 2020-09-30 13F WELLS FARGO CO COM 949746101 26,585 11,646 77.96 625 64.04 0.1991
2020-08-12 2020-06-30 13F WELLS FARGO CO COM 949746101 14,939 -100 -0.66 381 -11.81 0.1233
2020-05-14 2020-03-31 13F WELLS FARGO CO COM 949746101 15,039 148 0.99 432 -46.07 0.1607
2020-02-11 2019-12-31 13F WELLS FARGO CO COM 949746101 14,891 1,142 8.31 801 15.58 0.2708
2019-10-17 2019-09-30 13F WELLS FARGO CO COM 949746101 13,749 2,993 27.83 693 36.15 0.2210
2019-07-22 2019-06-30 13F WELLS FARGO CO COM 949746101 10,756 -1,521 -12.39 509 -14.17 0.1675
2019-04-25 2019-03-31 13F WELLS FARGO CO COM 949746101 12,277 -30 -0.24 593 4.59 0.1879
2019-02-19 2018-12-31 13F/A-1 WELLS FARGO CO COM 949746101 12,307 910 7.98 567 -5.34 0.2055
2019-02-14 2018-12-31 13F WELLS FARGO CO COM 949746101 12,307 910 567
2018-10-17 2018-09-30 13F/A-1 WELLS FARGO CO COM 949746101 11,397 70 0.62 599 -4.62 0.1664
2018-10-17 2018-09-30 13F WELLS FARGO CO COM 949746101 11,449 122 599
2018-07-18 2018-06-30 13F WELLS FARGO CO COM 949746101 11,327 -123 -1.07 628 4.67 0.1933
2018-04-24 2018-03-31 13F WELLS FARGO CO COM 949746101 11,450 230 2.05 600 -11.89 0.1940
2018-01-25 2017-12-31 13F WELLS FARGO CO COM 949746101 11,220 11,220 681 0.2266
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.