Wells Fargo & Company
PE ˙ BVL ˙ US9497461015
DIESES SYMBOL IST NICHT MEHR AKTIV
SecurityPE:WFC / Wells Fargo & Company
InstitutionIPG Investment Advisors LLC
Latest Disclosed Ownership2,550 shares
Latest Disclosed Value $ 203,006
IPG Investment Advisors LLC reports 87.27% decrease in ownership of WFC / Wells Fargo & Company

On May 12, 2026 - IPG Investment Advisors LLC filed a 13F-HR form disclosing ownership of 2,550 shares of Wells Fargo & Company (PE:WFC) valued at $203,006 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 20,029 shares of Wells Fargo & Company. This represents a change in shares of -87.27% 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)
2026-05-12 2026-03-31 13F WELLS FARGO COM 949746101 2,550 -17,479 -87.27 203 -89.12 0.0345
2026-02-09 2025-12-31 13F WELLS FARGO CO COM 949746101 20,029 17,479 685.45 1,867 776.06 0.3272
2025-11-13 2025-09-30 13F WELLS FARGO CO COM 949746101 2,550 0 0.00 214 4.41 0.0381
2025-08-14 2025-06-30 13F WELLS FARGO CO COM 949746101 2,550 2,550 204 0.0399
2025-05-09 2025-03-31 13F WELLS FARGO CO COM 949746101 0 -11,534 -100.00 0 -100.00
2025-02-12 2024-12-31 13F WELLS FARGO CO COM 949746101 11,534 0 0.00 810 24.42 0.1843
2024-11-13 2024-09-30 13F WELLS FARGO CO COM 949746101 11,534 0 0.00 652 -4.96 0.1419
2024-08-13 2024-06-30 13F WELLS FARGO CO COM 949746101 11,534 0 0.00 685 2.54 0.1497
2024-05-15 2024-03-31 13F WELLS FARGO CO COM 949746101 11,534 -14,434 -55.58 669 -47.73 0.1458
2024-02-12 2023-12-31 13F WELLS FARGO CO COM 949746101 25,968 13,209 103.53 1,278 145.30 0.2554
2023-11-09 2023-09-30 13F WELLS FARGO CO COM 949746101 12,759 970 8.23 521 3.58 0.1148
2023-08-09 2023-06-30 13F WELLS FARGO CO COM 949746101 11,789 -3,000 -20.29 503 -8.88 0.1098
2023-05-12 2023-03-31 13F WELLS FARGO CO COM 949746101 14,789 2,000 15.64 553 4.55 0.1262
2023-02-14 2022-12-31 13F WELLS FARGO CO COM 949746101 12,789 -250 -1.92 528 0.76 0.1473
2022-11-14 2022-09-30 13F WELLS FARGO CO COM 949746101 13,039 -1,554 -10.65 524 0.1471
2022-08-08 2022-06-30 13F WELLS FARGO CO COM 949746101 14,593 -2,400 -14.12 1 0.1431
2022-05-13 2022-03-31 13F WELLS FARGO CO COM 949746101 16,993 -2,958 -14.83 1 0.1574
2022-02-14 2021-12-31 13F WELLS FARGO CO COM 949746101 19,951 19,951 1 0.1734
2021-08-12 2021-06-30 13F WELLS FARGO CO COM 949746101 0 -49,843 -100.00 0 -100.00
2021-05-12 2021-03-31 13F WELLS FARGO CO COM 949746101 49,843 1,225 2.52 1,947 32.72 0.3802
2021-02-08 2020-12-31 13F WELLS FARGO CO NEW COM COM 949746101 48,618 -4,300 -8.13 1,467 17.93 0.3406
2020-11-05 2020-09-30 13F WELLS FARGO & CO NEW COM COM 949746101 52,918 30,000 130.90 1,244 112.29 0.3556
2020-08-13 2020-06-30 13F WELLS FARGO & CO NEW COM COM 949746101 22,918 14,862 184.48 587 153.68 0.1988
2020-05-12 2020-03-31 13F WELLS FARGO & CO NEW COM COM 949746101 8,056 -3,509 -30.34 231 -62.86 0.0971
2020-02-12 2019-12-31 13F WELLS FARGO & CO NEW COM COM 949746101 11,565 -799 -6.46 622 -0.16 0.1970
2019-11-12 2019-09-30 13F/A-1 WELLS FARGO CO NEW COM COM 949746101 12,364 3,082 33.20 624 41.91 0.2177
2019-11-12 2019-09-30 13F WELLS FARGO CO NEW COM COM 949746101 9,282 0 439 159,886.0296
2019-08-12 2019-06-30 13F WELLS FARGO CO NEW COM COM 949746101 9,282 -789 -7.83 439 -9.67 0.1599
2019-05-10 2019-03-31 13F WELLS FARGO CO NEW COM COM 949746101 10,071 1 0.01 487 4.74 0.1664
2019-02-01 2018-12-31 13F WELLS FARGO CO NEW COM COM 949746101 10,070 438 4.55 464 -8.30 0.1772
2018-11-13 2018-09-30 13F WELLS FARGO CO NEW COM COM 949746101 9,632 -268 -2.71 506 -7.66 0.1635
2018-08-07 2018-06-30 13F WELLS FARGO CO NEW COM COM 949746101 9,900 129 1.32 549 7.03 0.1919
2018-05-11 2018-03-31 13F WELLS FARGO & CO NEW COM COM 949746101 9,771 1,469 17.69 512 1.79 0.1669
2018-02-07 2017-12-31 13F WELLS FARGO & CO NEW COM COM 949746101 8,302 3,165 61.61 504 77.74 0.2096
2017-11-03 2017-09-30 13F WELLS FARGO & CO NEW COM COM 949746101 5,137 -2,713 -34.56 283 -34.79 0.0975
2017-07-28 2017-06-30 13F WELLS FARGO & CO NEW COM COM 949746101 7,850 73 0.94 435 0.46 0.1747
2017-05-11 2017-03-31 13F WELLS FARGO & CO NEW COM COM 949746101 7,777 93 1.21 433 2.13 0.1951
2017-02-14 2016-12-31 13F WELLS FARGO & CO NEW COM COM 949746101 7,684 -1,897 -19.80 423 -0.24 0.1722
2016-11-07 2016-09-30 13F WELLS FARGO COM 949746101 9,581 1,007 11.74 424 4.69 0.1784
2016-08-10 2016-06-30 13F WELLS FARGO & CO NEW COM COM 949746101 8,574 444 5.46 406 3.05 0.1677
2016-05-09 2016-03-31 13F WELLS FARGO COM 949746101 8,130 -48,757 -85.71 393 -87.30 0.1772
2016-01-29 2015-12-31 13F WELLS FARGO & CO NEW COM COM 949746101 56,887 900 1.61 3,094 7.65 1.4277
2015-11-02 2015-09-30 13F WELLS FARGO COM 949746101 55,987 48,820 681.18 2,875 613.15 1.3395
2015-08-07 2015-06-30 13F WELLS FARGO COM 949746101 7,167 0 0.00 403 3.60 0.1465
2015-05-11 2015-03-31 13F WELLS FARGO COM 949746101 7,167 0 0.00 390 -0.77 0.1479
2015-02-10 2014-12-31 13F WELLS FARGO COM 949746101 7,167 0 0.00 393 5.66 0.1533
2014-11-10 2014-09-30 13F WELLS FARGO COM 949746101 7,167 -70 -0.97 372 -2.37 0.1340
2014-08-11 2014-06-30 13F WELLS FARGO COM 949746101 7,237 300 4.32 380 10.14 0.1648
2014-05-08 2014-03-31 13F WELLS FARGO COM 949746101 6,937 6,937 345 0.1617
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.