Wells Fargo & Company
PE ˙ BVL ˙ US9497461015
DIESES SYMBOL IST NICHT MEHR AKTIV
SecurityPE:WFC / Wells Fargo & Company
InstitutionAvantax Planning Partners, Inc.
Latest Disclosed Ownership11,895 shares
Latest Disclosed Value $ 946,961
Avantax Planning Partners, Inc. reports 11.43% increase in ownership of WFC / Wells Fargo & Company

On May 4, 2026 - Avantax Planning Partners, Inc. filed a 13F-HR form disclosing ownership of 11,895 shares of Wells Fargo & Company (PE:WFC) valued at $946,961 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 10,675 shares of Wells Fargo & Company. This represents a change in shares of 11.43% 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)
2026-05-04 2026-03-31 13F WELLS FARGO COM 949746101 11,895 1,220 11.43 947 -4.83 0.0260
2026-02-05 2025-12-31 13F WELLS FARGO CO COM 949746101 10,675 81 0.76 995 12.06 0.0278
2025-10-31 2025-09-30 13F WELLS FARGO CO COM 949746101 10,594 5 0.05 888 4.60 0.0255
2025-08-11 2025-06-30 13F WELLS FARGO CO COM 949746101 10,589 139 1.33 848 13.07 0.0269
2025-04-29 2025-03-31 13F WELLS FARGO CO COM 949746101 10,450 -1,315 -11.18 750 -9.20 0.0266
2025-02-07 2024-12-31 13F WELLS FARGO CO COM 949746101 11,765 1,204 11.40 826 38.59 0.0298
2024-11-14 2024-09-30 13F WELLS FARGO CO COM 949746101 10,561 -4,462 -29.70 597 -33.18 0.0214
2024-08-09 2024-06-30 13F WELLS FARGO CO COM 949746101 15,023 -2,475 -14.14 892 -12.03 0.0287
2024-05-03 2024-03-31 13F WELLS FARGO CO COM 949746101 17,498 4,628 35.96 1,014 60.19 0.0328
2024-02-09 2023-12-31 13F WELLS FARGO CO COM 949746101 12,870 -8,943 -41.00 633 -28.96 0.0241
2023-11-06 2023-09-30 13F WELLS FARGO CO COM 949746101 21,813 225 1.04 891 -3.26 0.0373
2023-07-18 2023-06-30 13F WELLS FARGO CO COM 949746101 21,588 -4,489 -17.21 921 -5.44 0.0366
2023-04-21 2023-03-31 13F WELLS FARGO CO COM 949746101 26,077 675 2.66 975 -7.06 0.0396
2023-02-10 2022-12-31 13F WELLS FARGO CO COM 949746101 25,402 1,205 4.98 1,049 7.71 0.0416
2022-10-14 2022-09-30 13F WELLS FARGO CO COM 949746101 24,197 -27,202 -52.92 973 -51.66 0.0438
2022-07-18 2022-06-30 13F WELLS FARGO CO COM 949746101 51,399 7,042 15.88 2,013 -6.37 0.0860
2022-05-09 2022-03-31 13F WELLS FARGO CO COM 949746101 44,357 -2,393 -5.12 2,150 -4.15 0.0853
2022-01-28 2021-12-31 13F WELLS FARGO CO COM 949746101 46,750 1,070 2.34 2,243 5.80 0.0922
2021-10-27 2021-09-30 13F WELLS FARGO CO COM 949746101 45,680 -265 -0.58 2,120 1.87 0.0978
2021-08-10 2021-06-30 13F WELLS FARGO CO COM 949746101 45,945 4,465 10.76 2,081 28.38 0.0976
2021-05-06 2021-03-31 13F WELLS FARGO CO COM 949746101 41,480 -14,120 -25.40 1,621 -3.40 0.0836
2021-02-04 2020-12-31 13F WELLS FARGO CO COM 949746101 55,600 -15,698 -22.02 1,678 0.12 0.0863
2020-10-28 2020-09-30 13F WELLS FARGO CO COM 949746101 71,298 1,706 2.45 1,676 -5.95 0.0886
2020-07-15 2020-06-30 13F WELLS FARGO CO COM 949746101 69,592 1,941 2.87 1,782 -8.24 0.1006
2020-04-27 2020-03-31 13F WELLS FARGO CO COM 949746101 67,651 -5,772 -7.86 1,942 -50.84 0.1352
2020-01-15 2019-12-31 13F WELLS FARGO CO COM 949746101 73,423 -2,287 -3.02 3,950 3.43 0.2324
2019-11-08 2019-09-30 13F WELLS FARGO CO COM 949746101 75,710 16,494 27.85 3,819 35.67 0.2345
2019-08-07 2019-06-30 13F WELLS FARGO CO COM 949746101 59,216 -11,889 -16.72 2,815 -18.07 0.1821
2019-05-08 2019-03-31 13F WELLS FARGO CO COM 949746101 71,105 24,442 52.38 3,436 59.81 0.2385
2019-02-14 2018-12-31 13F WELLS FARGO CO COM 949746101 46,663 -1,277 -2.66 2,150 -14.68 0.1621
2018-11-13 2018-09-30 13F WELLS FARGO CO COM 949746101 47,940 312 0.66 2,520 -4.58 0.2018
2018-08-13 2018-06-30 13F WELLS FARGO CO COM 949746101 47,628 -4,765 -9.09 2,641 -3.82 0.2359
2018-05-15 2018-03-31 13F WELLS FARGO CO COM 949746101 52,393 3,055 6.19 2,746 -8.25 0.2358
2018-02-09 2017-12-31 13F WELLS FARGO CO COM 949746101 49,338 -25,531 -34.10 2,993 -27.51 0.2740
2017-10-19 2017-09-30 13F WELLS FARGO CO COM 949746101 74,869 -8,225 -9.90 4,129 -10.32 0.3254
2017-07-27 2017-06-30 13F WELLS FARGO CO COM 949746101 83,094 5,473 7.05 4,604 6.57 0.3879
2017-04-12 2017-03-31 13F WELLS FARGO & CO COM 949746101 77,621 25,520 48.98 4,320 50.47 0.3861
2017-02-09 2016-12-31 13F WELLS FARGO & CO COM 949746101 52,101 52,101 2,871 0.3062
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.