Wells Fargo & Company
PE ˙ BVL ˙ US9497461015
DIESES SYMBOL IST NICHT MEHR AKTIV
SecurityPE:WFC / Wells Fargo & Company
InstitutionHorizon Investments, LLC
Latest Disclosed Ownership133,946 shares
Latest Disclosed Value $ 10,603,165
Horizon Investments, LLC reports 1.02% increase in ownership of WFC / Wells Fargo & Company

On May 14, 2026 - Horizon Investments, LLC filed a 13F-HR form disclosing ownership of 133,946 shares of Wells Fargo & Company (PE:WFC) valued at $10,603,165 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 132,597 shares of Wells Fargo & Company. This represents a change in shares of 1.02% 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)
2026-05-14 2026-03-31 13F WELLS FARGO CO COM COM 949746101 133,946 1,349 1.02 10,603 -14.20 0.1013
2026-02-02 2025-12-31 13F WELLS FARGO CO NEW COM COM 949746101 132,597 4,224 3.29 12,358 15.46 0.1565
2025-11-14 2025-09-30 13F WELLS FARGO CO NEW COM COM 949746101 128,373 -3,951 -2.99 10,704 1.56 0.1406
2025-08-14 2025-06-30 13F WELLS FARGO CO NEW COM COM 949746101 132,324 52,585 65.95 10,540 85.12 0.1669
2025-05-13 2025-03-31 13F WELLS FARGO CO NEW COM COM 949746101 79,739 419 0.53 5,693 2.71 0.1696
2025-02-10 2024-12-31 13F WELLS FARGO CO NEW COM COM 949746101 79,320 1,267 1.62 5,544 26.44 0.1590
2024-11-13 2024-09-30 13F WELLS FARGO CO NEW COM COM 949746101 78,053 -6,219 -7.38 4,384 -11.72 0.1163
2024-08-09 2024-06-30 13F WELLS FARGO CO NEW COM COM 949746101 84,272 -776 -0.91 4,967 1.33 0.1373
2024-05-15 2024-03-31 13F WELLS FARGO CO NEW COM COM 949746101 85,048 1,207 1.44 4,901 19.59 0.1286
2024-02-14 2023-12-31 13F WELLS FARGO CO NEW COM COM 949746101 83,841 16,404 24.32 4,098 50.05 0.1141
2023-11-14 2023-09-30 13F WELLS FARGO CO NEW COM COM 949746101 67,437 -1,581 -2.29 2,731 -6.54 0.0831
2023-08-14 2023-06-30 13F WELLS FARGO CO NEW COM COM 949746101 69,018 3,741 5.73 2,923 20.69 0.0841
2023-05-15 2023-03-31 13F WELLS FARGO CO NEW COM COM 949746101 65,277 3,704 6.02 2,421 120,950.00 0.0717
2023-02-14 2022-12-31 13F WELLS FARGO CO NEW COM COM 949746101 61,573 4,394 7.68 3 -99.91 0.0712
2022-11-14 2022-09-30 13F WELLS FARGO CO NEW COM COM 949746101 57,179 5,459 10.55 2,285 13.57 0.0702
2022-08-12 2022-06-30 13F WELLS FARGO CO NEW COM COM 949746101 51,720 -4,400 -7.84 2,012 -25.62 0.0638
2022-05-16 2022-03-31 13F WELLS FARGO CO NEW COM COM 949746101 56,120 4,987 9.75 2,705 10.72 0.0767
2022-02-15 2021-12-31 13F WELLS FARGO CO NEW COM COM 949746101 51,133 1,674 3.38 2,443 6.87 0.0722
2021-11-15 2021-09-30 13F WELLS FARGO CO NEW COM COM 949746101 49,459 -18,318 -27.03 2,286 -25.20 0.0598
2021-08-13 2021-06-30 13F WELLS FARGO CO NEW COM COM 949746101 67,777 -7,460 -9.92 3,056 3.95 0.0909
2021-05-14 2021-03-31 13F WELLS FARGO CO NEW COM COM 949746101 75,237 75,237 2,940 0.1080
2021-02-16 2020-12-31 13F WELLS FARGO CO NEW COM COM 949746101 0 -127,700 -100.00 0 -100.00
2020-11-16 2020-09-30 13F WELLS FARGO CO NEW COM COM 949746101 127,700 -82,724 -39.31 2,988 -44.32 0.1066
2020-08-13 2020-06-30 13F WELLS FARGO CO NEW COM COM 949746101 210,424 122,612 139.63 5,366 117.25 0.1322
2020-05-15 2020-03-31 13F WELLS FARGO CO NEW COM COM 949746101 87,812 -34,954 -28.47 2,470 -62.60 0.1205
2020-02-14 2019-12-31 13F WELLS FARGO CO NEW COM COM 949746101 122,766 -373 -0.30 6,605 7.36 0.2897
2019-11-14 2019-09-30 13F WELLS FARGO CO NEW COM COM 949746101 123,139 18,877 18.11 6,152 24.69 0.2492
2019-08-14 2019-06-30 13F WELLS FARGO CO NEW COM COM 949746101 104,262 76,436 274.69 4,934 270.42 0.1373
2019-05-16 2019-03-31 13F WELLS FARGO CO NEW COM COM 949746101 27,826 9,924 55.44 1,332 61.45 0.0475
2019-02-13 2018-12-31 13F WELLS FARGO CO NEW COM COM 949746101 17,902 3,360 23.11 825 8.84 0.0417
2018-11-14 2018-09-30 13F WELLS FARGO CO NEW COM COM 949746101 14,542 495 3.52 758 -1.94 0.0254
2018-08-13 2018-06-30 13F WELLS FARGO CO NEW COM COM 949746101 14,047 -1,120 -7.38 773 -2.77 0.0336
2018-05-14 2018-03-31 13F WELLS FARGO CO NEW COM COM 949746101 15,167 -6,020 -28.41 795 -29.21 0.0346
2018-02-14 2017-12-31 13F/A-1 WELLS FARGO CO NEW COM COM 949746101 21,187 21,187 1,123 0.0701
2018-02-13 2017-12-31 13F WELLS FARGO CO NEW COM COM 949746101 11,219 11,219 595
2017-02-09 2016-12-31 13F WELLS FARGO COM 949746101 0 -15,488 -100.00 0 -100.00
2016-11-14 2016-09-30 13F * WELLS FARGO CO NEW COM COM 949746101 15,488 11,148 256.87 686 234.63 0.0470
2016-08-11 2016-06-30 13F WELLS FARGO COM 949746101 4,340 142 3.38 205 0.99 0.0154
2016-05-10 2016-03-31 13F WELLS FARGO COM 949746101 4,198 -9,496 -69.34 203 -72.72 0.0163
2016-02-10 2015-12-31 13F WELLS FARGO COM 949746101 13,694 13,694 744 0.0585
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.