Wells Fargo & Company
PE ˙ BVL ˙ US9497461015
DIESES SYMBOL IST NICHT MEHR AKTIV
SecurityPE:WFC / Wells Fargo & Company
InstitutionKayne Anderson Rudnick Investment Management Llc
Latest Disclosed Ownership78,526 shares
Latest Disclosed Value $ 6,251,486
Kayne Anderson Rudnick Investment Management Llc reports 134.05% increase in ownership of WFC / Wells Fargo & Company

On May 14, 2026 - Kayne Anderson Rudnick Investment Management Llc filed a 13F-HR form disclosing ownership of 78,526 shares of Wells Fargo & Company (PE:WFC) valued at $6,251,486 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 33,551 shares of Wells Fargo & Company. This represents a change in shares of 134.05% 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 COMMON 949746101 78,526 44,975 134.05 6,251 99.97 0.0141
2026-02-13 2025-12-31 13F WELLS FARGO COMMON 949746101 33,551 9,321 38.47 3,127 53.99 0.0084
2025-11-13 2025-09-30 13F WELLS FARGO COMMON 949746101 24,230 9,035 59.46 2,031 66.80 0.0050
2025-08-13 2025-06-30 13F WELLS FARGO COMMON 949746101 15,195 2,961 24.20 1,217 38.61 0.0029
2025-05-14 2025-03-31 13F WELLS FARGO COMMON 949746101 12,234 7,516 159.30 878 165.26 0.0021
2025-02-21 2024-12-31 13F/A-1 WELLS FARGO COMMON 949746101 4,718 319 7.25 331 33.47 0.0008
2025-02-13 2024-12-31 13F WELLS FARGO COMMON 949746101 4,718 319 331 0.0005
2024-11-13 2024-09-30 13F WELLS FARGO COMMON 949746101 4,399 1,013 29.92 249 23.38 0.0005
2024-08-13 2024-06-30 13F WELLS FARGO COMMON 949746101 3,386 -1,338 -28.32 201 -26.37 0.0005
2024-05-14 2024-03-31 13F WELLS FARGO COMMON 949746101 4,724 -112 -2.32 274 14.71 0.0006
2024-02-13 2023-12-31 13F WELLS FARGO COMMON 949746101 4,836 469 10.74 238 33.71 0.0006
2023-11-13 2023-09-30 13F WELLS FARGO COMMON 949746101 4,367 -54 -1.22 178 -5.32 0.0005
2023-08-11 2023-06-30 13F WELLS FARGO COMMON 949746101 4,421 216 5.14 189 19.75 0.0005
2023-05-16 2023-03-31 13F WELLS FARGO COMMON 949746101 4,205 -27 -0.64 157 -9.77 0.0005
2023-02-14 2022-12-31 13F WELLS FARGO COMMON 949746101 4,232 27 0.64 175 2.96 0.0005
2022-11-16 2022-09-30 13F/A-1 WELLS FARGO COMMON 949746101 4,205 0 0.00 169 2.42 0.0006
2022-11-14 2022-09-30 13F WELLS FARGO COMMON 949746101 0 -4,205 169 0.0004
2022-08-12 2022-06-30 13F WELLS FARGO COMMON 949746101 4,205 791 23.17 165 0.00 0.0005
2022-05-16 2022-03-31 13F WELLS FARGO COMMON 949746101 3,414 -49 -1.41 165 -0.60 0.0004
2022-02-14 2021-12-31 13F WELLS FARGO COMMON 949746101 3,463 49 1.44 166 5.06 0.0004
2021-11-12 2021-09-30 13F WELLS FARGO COMMON 949746101 3,414 0 0.00 158 1.94 0.0004
2021-08-13 2021-06-30 13F WELLS FARGO COMMON 949746101 3,414 0 0.00 155 16.54 0.0004
2021-05-17 2021-03-31 13F WELLS FARGO COMMON 949746101 3,414 0 0.00 133 29.13 0.0004
2021-02-12 2020-12-31 13F WELLS FARGO COMMON 949746101 3,414 0 0.00 103 28.75 0.0003
2020-11-16 2020-09-30 13F WELLS FARGO COMMON 949746101 3,414 -123 -3.48 80 -12.09 0.0003
2020-08-14 2020-06-30 13F WELLS FARGO COMMON 949746101 3,537 0 0.00 91 -10.78 0.0004
2020-05-15 2020-03-31 13F WELLS FARGO COMMON 949746101 3,537 0 0.00 102 -46.32 0.0006
2020-02-13 2019-12-31 13F WELLS FARGO COMMON 949746101 3,537 -477 -11.88 190 -5.94 0.0009
2019-11-13 2019-09-30 13F WELLS FARGO COMMON 949746101 4,014 0 0.00 202 6.32 0.0011
2019-08-14 2019-06-30 13F WELLS FARGO COMMON 949746101 4,014 -705 -14.94 190 -16.67 0.0010
2019-06-12 2019-03-31 13F/A-1 WELLS FARGO COMMON 949746101 4,719 0 0.00 228 5.07 0.0013
2019-05-10 2019-03-31 13F WELLS FARGO COMMON 949746101 4,719 0 228
2019-02-06 2018-12-31 13F WELLS FARGO COMMON 949746101 4,719 0 0.00 217 -12.50 0.0015
2018-11-13 2018-09-30 13F WELLS FARGO COMMON 949746101 4,719 0 0.00 248 -5.34 0.0014
2018-08-13 2018-06-30 13F WELLS FARGO COMMON 949746101 4,719 0 0.00 262 6.07 0.0017
2018-05-09 2018-03-31 13F WELLS FARGO COMMON 949746101 4,719 705 17.56 247 1.23 0.0018
2018-02-12 2017-12-31 13F WELLS FARGO COMMON 949746101 4,014 0 0.00 244 10.41 0.0020
2017-11-07 2017-09-30 13F WELLS FARGO COMMON 949746101 4,014 0 0.00 221 -0.45 0.0020
2017-08-09 2017-06-30 13F WELLS FARGO COMMON 949746101 4,014 -2,260 -36.02 222 -36.39 0.0022
2017-05-08 2017-03-31 13F WELLS FARGO COMMON STOCKS 949746101 6,274 0 0.00 349 0.87 0.0038
2017-02-08 2016-12-31 13F WELLS FARGO COMMON STOCKS 949746101 6,274 0 0.00 346 24.46 0.0041
2016-11-09 2016-09-30 13F WELLS FARGO COMMON STOCKS 949746101 6,274 0 0.00 278 -6.40 0.0035
2016-08-09 2016-06-30 13F WELLS FARGO COMMON STOCKS 949746101 6,274 0 0.00 297 -1.98 0.0045
2016-05-13 2016-03-31 13F WELLS FARGO COMMON STOCKS 949746101 6,274 0 0.00 303 -11.14 0.0049
2016-02-12 2015-12-31 13F/A-1 WELLS FARGO COMMON STOCKS 949746101 6,274 0 0.00 341 5.90 0.0056
2016-02-11 2015-12-31 13F WELLS FARGO COMMON STOCKS 949746101 6,274 341
2015-11-06 2015-09-30 13F WELLS FARGO COMMON STOCKS 949746101 6,274 -90 -1.41 322 -10.06 0.0055
2015-08-05 2015-06-30 13F WELLS FARGO COMMON STOCKS 949746101 6,364 90 1.43 358 4.99 0.0056
2015-05-07 2015-03-31 13F WELLS FARGO COMMON STOCKS 949746101 6,274 0 0.00 341 -0.87 0.0053
2015-02-06 2014-12-31 13F WELLS FARGO COMMON STOCKS 949746101 6,274 0 0.00 344 5.85 0.0057
2014-11-07 2014-09-30 13F WELLS FARGO COMMON STOCKS 949746101 6,274 0 0.00 325 -1.52 0.0058
2014-08-05 2014-06-30 13F WELLS FARGO COMMON STOCKS 949746101 6,274 0 0.00 330 5.77 0.0056
2014-04-30 2014-03-31 13F WELLS FARGO COMMON STOCKS 949746101 6,274 0 0.00 312 9.47 0.0055
2014-01-21 2013-12-31 13F WELLS FARGO COMMON STOCKS 949746101 6,274 0 0.00 285 10.04 0.0048
2013-11-06 2013-09-30 13F WELLS FARGO COMMON STOCKS 949746101 6,274 0 0.00 259 0.00 0.0049
2013-08-02 2013-06-30 13F WELLS FARGO COMMON STOCKS 949746101 6,274 6,274 259 0.0052
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.