Wells Fargo & Company
PE ˙ BVL ˙ US9497461015
DIESES SYMBOL IST NICHT MEHR AKTIV
SecurityPE:WFC / Wells Fargo & Company
InstitutionHarbour Investments, Inc.
Latest Disclosed Ownership106,016 shares
Latest Disclosed Value $ 8,439,861
Harbour Investments, Inc. reports 233.16% increase in ownership of WFC / Wells Fargo & Company

On May 15, 2026 - Harbour Investments, Inc. filed a 13F-HR form disclosing ownership of 106,016 shares of Wells Fargo & Company (PE:WFC) valued at $8,439,861 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 31,821 shares of Wells Fargo & Company. This represents a change in shares of 233.16% 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)
2026-05-15 2026-03-31 13F WELLS FARGO & CO COM Stock 949746101 106,016 74,195 233.16 8,440 184.62 0.1303
2026-02-09 2025-12-31 13F WELLS FARGO CO COM 949746101 31,821 1,642 5.44 2,966 17.24 0.0601
2025-11-12 2025-09-30 13F WELLS FARGO CO OM 949746101 30,179 8 0.03 2,530 4.63 0.0574
2025-07-28 2025-06-30 13F WELLS FARGO CO COM 949746101 30,171 1,422 4.95 2,417 17.16 0.0612
2025-05-08 2025-03-31 13F WELLS FARGO CO COM 949746101 28,749 99 0.35 2,064 2.53 0.0590
2025-02-10 2024-12-31 13F WELLS FARGO CO COM 949746101 28,650 821 2.95 2,012 27.99 0.0578
2024-11-04 2024-09-30 13F WELLS FARGO CO COM 949746101 27,829 -22 -0.08 1,572 -4.96 0.0473
2024-07-26 2024-06-30 13F WELLS FARGO CO COM 949746101 27,851 575 2.11 1,654 4.68 0.0558
2024-07-22 2024-03-31 13F WELLS FARGO CO COM 949746101 27,276 383 1.42 1,581 19.43 0.0560
2024-02-16 2023-12-31 13F WELLS FARGO CO COM 949746101 26,893 3,096 13.01 1,324 36.11 0.0548
2023-11-15 2023-09-30 13F WELLS FARGO CO COM 949746101 23,797 2,429 11.37 972 6.70 0.0488
2023-08-15 2023-06-30 13F WELLS FARGO CO COM 949746101 21,368 483 2.31 912 16.79 0.0452
2023-05-15 2023-03-31 13F WELLS FARGO CO COM 949746101 20,885 537 2.64 781 -7.14 0.0426
2023-02-16 2022-12-31 13F WELLS FARGO CO COM 949746101 20,348 5,801 39.88 840 47.37 0.0513
2022-11-15 2022-09-30 13F WELLS FARGO CO COM 949746101 14,547 0 0.00 570 0.00 0.0385
2022-08-15 2022-06-30 13F WELLS FARGO CO COM 949746101 14,547 757 5.49 570 -13.90 0.0385
2022-02-16 2021-12-31 13F WELLS FARGO CO COM 949746101 13,790 -110,294 -88.89 662 -88.50 0.0394
2021-11-15 2021-09-30 13F WELLS FARGO CO COM 949746101 124,084 -6,953 -5.31 5,759 -2.97 0.1839
2021-08-16 2021-06-30 13F WELLS FARGO CO COM 949746101 131,037 255 0.19 5,935 16.14 0.1893
2021-08-17 2021-03-31 13F/A-1 WELLS FARGO CO COM 949746101 130,782 130,782 5,110 0.1839
2021-05-12 2021-03-31 13F WELLS FARGO CO COM 949746101 1,563 1,563 61 0.0395
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.