Wells Fargo & Company
PE ˙ BVL ˙ US9497461015
DIESES SYMBOL IST NICHT MEHR AKTIV
SecurityPE:WFC / Wells Fargo & Company
InstitutionIronwood Financial, llc
Latest Disclosed Ownership2,984 shares
Latest Disclosed Value $ 237,593
Ironwood Financial, llc reports 0.40% increase in ownership of WFC / Wells Fargo & Company

On April 16, 2026 - Ironwood Financial, llc filed a 13F-HR form disclosing ownership of 2,984 shares of Wells Fargo & Company (PE:WFC) valued at $237,593 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 15, 2026 disclosing 2,972 shares of Wells Fargo & Company. This represents a change in shares of 0.40% 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)
2026-04-16 2026-03-31 13F WELLS FARGO COM 949746101 2,984 12 0.40 238 -15.96 0.0415
2026-01-15 2025-12-31 13F WELLS FARGO CO COM 949746101 2,972 0 0.00 282 13.25 0.0479
2025-10-22 2025-09-30 13F WELLS FARGO CO COM 949746101 2,972 -169 -5.38 249 10.67 0.0441
2025-07-23 2025-06-30 13F WELLS FARGO CO COM 949746101 3,141 0 0.00 225 0.00 0.0484
2025-04-15 2025-03-31 13F WELLS FARGO CO COM 949746101 3,141 0 0.00 225 2.27 0.0484
2025-01-16 2024-12-31 13F WELLS FARGO CO COM 949746101 3,141 3,141 221 0.0463
2022-01-28 2021-12-31 13F WELLS FARGO CO COM 949746101 0 -3,198 -100.00 0 -100.00
2021-11-02 2021-09-30 13F WELLS FARGO CO COM 949746101 3,198 101 3.26 148 5.71 0.0433
2021-07-29 2021-06-30 13F WELLS FARGO CO COM 949746101 3,097 -53 -1.68 140 13.82 0.0420
2021-04-28 2021-03-31 13F WELLS FARGO CO COM 949746101 3,150 0 0.00 123 29.47 0.0401
2021-01-26 2020-12-31 13F WELLS FARGO CO COM 949746101 3,150 539 20.64 95 55.74 0.0356
2020-11-03 2020-09-30 13F WELLS FARGO CO COM 949746101 2,611 0 0.00 61 -8.96 0.0306
2020-07-28 2020-06-30 13F WELLS FARGO CO COM 949746101 2,611 -198 -7.05 67 -17.28 0.0362
2020-04-27 2020-03-31 13F WELLS FARGO CO COM 949746101 2,809 0 0.00 81 -46.36 0.0555
2020-01-24 2019-12-31 13F WELLS FARGO CO COM 949746101 2,809 -230 -7.57 151 -1.31 0.0692
2019-10-31 2019-09-30 13F WELLS FARGO CO COM 949746101 3,039 0 0.00 153 6.25 0.0734
2019-07-30 2019-06-30 13F WELLS FARGO CO COM 949746101 3,039 0 0.00 144 -2.04 0.0707
2019-04-12 2019-03-31 13F WELLS FARGO CO COM 949746101 3,039 -105 -3.34 147 1.38 0.0760
2019-01-17 2018-12-31 13F WELLS FARGO CO COM 949746101 3,144 0 0.00 145 -12.12 0.0814
2018-10-25 2018-09-30 13F WELLS FARGO CO COM 949746101 3,144 0 0.00 165 -5.17 0.0876
2018-07-27 2018-06-30 13F WELLS FARGO CO COM 949746101 3,144 0 0.00 174 5.45 0.1008
2018-05-08 2018-03-31 13F WELLS FARGO CO COM 949746101 3,144 0 0.00 165 -13.61 0.1790
2018-01-26 2017-12-31 13F WELLS FARGO CO COM 949746101 3,144 -85 -2.63 191 7.30 0.1150
2017-11-03 2017-09-30 13F WELLS FARGO CO COM 949746101 3,229 0 0.00 178 -0.56 0.1099
2017-08-09 2017-06-30 13F WELLS FARGO CO COM 949746101 3,229 0 0.00 179 -0.56 0.1151
2017-05-01 2017-03-31 13F WELLS FARGO & CO COM 949746101 3,229 -404 -11.12 180 -10.00 0.1193
2017-01-26 2016-12-31 13F WELLS FARGO & CO COM 949746101 3,633 -135 -3.58 200 19.76 0.1403
2016-11-03 2016-09-30 13F WELLS FARGO & CO COM 949746101 3,768 0 0.00 167 -6.18 0.1197
2016-07-29 2016-06-30 13F WELLS FARGO & CO COM 949746101 3,768 0 0.00 178 -2.20 0.1329
2016-05-05 2016-03-31 13F WELLS FARGO & CO COM 949746101 3,768 -1,434 -27.57 182 -32.09 0.1409
2015-11-09 2015-09-30 13F WELLS FARGO & CO COM 949746101 5,202 4 0.08 268 -8.53 0.1318
2015-08-13 2015-06-30 13F WELLS FARGO & CO COM 949746101 5,198 1,430 37.95 293 42.93 0.1389
2015-05-06 2015-03-31 13F WELLS FARGO & CO COM 949746101 3,768 0 0.00 205 -0.97 0.0986
2015-02-17 2014-12-31 13F/A-1 WELLS FARGO & CO COMMON STOCK 949746101 3,768 3,768 207 0.1140
2015-02-12 2014-12-31 13F WELLS FARGO & CO COMMON STOCK 949746101 1,000 207
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.