Wells Fargo & Company
PE ˙ BVL ˙ US9497461015
DIESES SYMBOL IST NICHT MEHR AKTIV
SecurityPE:WFC / Wells Fargo & Company
InstitutionJones Financial Companies Lllp
Latest Disclosed Ownership3,211,555 shares
Latest Disclosed Value $ 248,093,494
Jones Financial Companies Lllp reports 252.23% increase in ownership of WFC / Wells Fargo & Company

On May 15, 2026 - Jones Financial Companies Lllp filed a 13F-HR form disclosing ownership of 3,211,555 shares of Wells Fargo & Company (PE:WFC) valued at $248,093,494 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 911,775 shares of Wells Fargo & Company. This represents a change in shares of 252.23% 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 COMMON STOCK 949746101 3,211,555 2,299,780 252.23 248,093 191.95 0.0614
2026-02-17 2025-12-31 13F WELLS FARGO COMMON STOCK 949746101 911,775 86,043 10.42 84,977 21.18 0.0518
2025-11-04 2025-09-30 13F WELLS FARGO COMMON STOCK 949746101 825,732 110,520 15.45 70,124 23.26 0.0478
2025-08-13 2025-06-30 13F WELLS FARGO CO COM 949746101 715,212 174,092 32.17 56,890 48.65 0.0431
2025-05-28 2025-03-31 13F/A-1 WELLS FARGO CO COM 949746101 541,120 129,079 31.33 38,272 32.24 0.0343
2025-05-16 2025-03-31 13F WELLS FARGO CO COM 949746101 96,049 -315,992 1,891 0.0016
2025-02-06 2024-12-31 13F WELLS FARGO COMMON STOCK 949746101 412,041 144,153 53.81 28,942 93.16 0.0275
2024-11-12 2024-09-30 13F WELLS FARGO COMMON STOCK 949746101 267,888 134,491 100.82 14,983 89.13 0.0154
2024-08-14 2024-06-30 13F WELLS FARGO COMMON STOCK 949746101 133,397 102,931 337.86 7,922 348.84 0.0092
2024-05-14 2024-03-31 13F WELLS FARGO COMMON STOCK 949746101 30,466 15,580 104.66 1,766 141.12 0.0024
2024-02-13 2023-12-31 13F WELLS FARGO COMMON STOCK 949746101 14,886 3,629 32.24 733 59.48 0.0011
2023-11-14 2023-09-30 13F WELLS FARGO COM 949746101 11,257 -3,975 -26.10 460 -29.38 0.0008
2023-08-09 2023-06-30 13F WELLS FARGO COM 949746101 15,232 -6,687 -30.51 650 -20.63 0.0010
2023-05-11 2023-03-31 13F WELLS FARGO COM 949746101 21,919 -112 -0.51 819 -10.00 0.0013
2023-02-13 2022-12-31 13F WELLS FARGO COM 949746101 22,031 -279 -1.25 910 1.34 0.0016
2022-11-03 2022-09-30 13F WELLS FARGO COM 949746101 22,310 538 2.47 898 5.28 0.0016
2022-08-08 2022-06-30 13F WELLS FARGO COM 949746101 21,772 1,040 5.02 853 -15.12 0.0015
2022-05-02 2022-03-31 13F WELLS FARGO COM 949746101 20,732 -1,979 -8.71 1,005 -7.80 0.0015
2022-02-11 2021-12-31 13F WELLS FARGO COM 949746101 22,711 1,307 6.11 1,090 9.77 0.0015
2021-11-12 2021-09-30 13F WELLS FARGO COM 949746101 21,404 3,399 18.88 993 21.84 0.0015
2021-08-12 2021-06-30 13F Wells Fargo COM 949746101 18,005 -3,656 -16.88 815 -3.66 0.0013
2021-04-30 2021-03-31 13F Wells Fargo COM 949746101 21,661 5,107 30.85 846 69.20 0.0014
2021-02-08 2020-12-31 13F Wells Fargo COM 949746101 16,554 -7,465 -31.08 500 -11.50 0.0009
2020-10-29 2020-09-30 13F WELLS FARGO COM 949746101 24,019 -16,282 -40.40 565 -45.25 0.0012
2020-07-31 2020-06-30 13F WELLS FARGO COM 949746101 40,301 650 1.64 1,032 -9.31 0.0023
2020-05-01 2020-03-31 13F WELLS FARGO COM 949746101 39,651 -29,046 -42.28 1,138 -69.21 0.0027
2020-01-21 2019-12-31 13F WELLS FARGO COM 949746101 68,697 -9,949 -12.65 3,696 -6.83 0.0074
2019-10-31 2019-09-30 13F WELLS FARGO COM 949746101 78,646 20,388 35.00 3,967 43.94 0.0087
2019-08-02 2019-06-30 13F WELLS FARGO COM 949746101 58,258 -4,061 -6.52 2,756 -8.47 0.0062
2019-05-03 2019-03-31 13F WELLS FARGO COM 949746101 62,319 -5,381 -7.95 3,011 -3.49 0.0069
2019-02-11 2018-12-31 13F WELLS FARGO COM 949746101 67,700 -16,951 -20.02 3,120 -29.87 0.0077
2018-11-08 2018-09-30 13F WELLS FARGO COM 949746101 84,651 -5,628 -6.23 4,449 -11.13 0.0100
2018-08-08 2018-06-30 13F WELLS FARGO COM 949746101 90,279 -20,370 -18.41 5,006 -13.67 0.0117
2018-05-11 2018-03-31 13F WELLS FARGO COM 949746101 110,649 -66,991 -37.71 5,799 -46.19 0.0141
2018-02-14 2017-12-31 13F WELLS FARGO COM 949746101 177,640 -52,615 -22.85 10,777 -15.13 0.0270
2017-11-14 2017-09-30 13F WELLS FARGO COM 949746101 230,255 949 0.41 12,698 -0.06 0.0345
2017-08-14 2017-06-30 13F WELLS FARGO COM 949746101 229,306 -2,047 -0.88 12,706 -1.33 0.0375
2017-05-11 2017-03-31 13F WELLS FARGO COM 949746101 231,353 -8,519 -3.55 12,877 -2.59 0.0416
2017-02-14 2016-12-31 13F WELLS FARGO COM 949746101 239,872 -41,971 -14.89 13,220 5.93 0.0485
2016-11-14 2016-09-30 13F WELLS FARGO COM 949746101 281,843 10,537 3.88 12,480 -2.81 0.0498
2016-08-15 2016-06-30 13F WELLS FARGO COM 949746101 271,306 8,999 3.43 12,841 1.23 0.0551
2016-05-16 2016-03-31 13F WELLS FARGO COM 949746101 262,307 18,007 7.37 12,685 -4.48 0.0752
2016-02-12 2015-12-31 13F WELLS FARGO COM 949746101 244,300 8,778 3.73 13,280 9.81 0.0825
2015-11-13 2015-09-30 13F WELLS FARGO COM 949746101 235,522 19,266 8.91 12,094 -0.56 0.0780
2015-08-14 2015-06-30 13F WELLS FARGO COM 949746101 216,256 -1,586 -0.73 12,162 2.62 0.0775
2015-05-15 2015-03-31 13F WELLS FARGO COM 949746101 217,842 -5,547 -2.48 11,851 -3.23 0.0774
2015-02-13 2014-12-31 13F WELLS FARGO COM 949746101 223,389 3,386 1.54 12,246 7.31 0.0844
2014-11-14 2014-09-30 13F WELLS FARGO COM 949746101 220,003 7,992 3.77 11,412 2.41 0.0826
2014-08-14 2014-06-30 13F WELLS FARGO COM 949746101 212,011 1,402 0.67 11,143 6.37 0.0845
2014-05-15 2014-03-31 13F WELLS FARGO COM 949746101 210,609 -3,661 -1.71 10,476 7.69 0.0861
2014-02-14 2013-12-31 13F WELLS FARGO COM 949746101 214,270 13,040 6.48 9,728 16.99 0.0859
2013-11-14 2013-09-30 13F WELLS FARGO COM 949746101 201,230 21,100 11.71 8,315 11.85 0.0805
2013-08-14 2013-06-30 13F WELLS FARGO COM 949746101 180,130 180,130 7,434 0.0796
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.