Wells Fargo & Company
PE ˙ BVL ˙ US9497461015
DIESES SYMBOL IST NICHT MEHR AKTIV
SecurityPE:WFC / Wells Fargo & Company
InstitutionKcm Investment Advisors Llc
Latest Disclosed Ownership41,783 shares
Latest Disclosed Value $ 3,326,353
Kcm Investment Advisors Llc reports 0.60% increase in ownership of WFC / Wells Fargo & Company

On May 15, 2026 - Kcm Investment Advisors Llc filed a 13F-HR form disclosing ownership of 41,783 shares of Wells Fargo & Company (PE:WFC) valued at $3,326,353 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 41,532 shares of Wells Fargo & Company. This represents a change in shares of 0.60% 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 COM 949746101 41,783 251 0.60 3,326 -14.06 0.1104
2026-02-13 2025-12-31 13F WELLS FARGO CO COM 949746101 41,532 303 0.73 3,871 12.01 0.1241
2025-11-12 2025-09-30 13F WELLS FARGO CO COM 949746101 41,229 869 2.15 3,456 6.87 0.1113
2025-08-06 2025-06-30 13F WELLS FARGO CO COM 949746101 40,360 -871 -2.11 3,234 9.26 0.1085
2025-05-14 2025-03-31 13F WELLS FARGO CO COM 949746101 41,231 -1,229 -2.89 2,960 -0.77 0.1063
2025-02-13 2024-12-31 13F WELLS FARGO CO COM 949746101 42,460 2,464 6.16 2,982 32.01 0.1028
2024-11-06 2024-09-30 13F WELLS FARGO CO COM 949746101 39,996 -744 -1.83 2,259 -6.61 0.0765
2024-07-29 2024-06-30 13F WELLS FARGO CO COM 949746101 40,740 132 0.33 2,420 2.80 0.0868
2024-05-07 2024-03-31 13F WELLS FARGO CO COM 949746101 40,608 -4,474 -9.92 2,354 6.09 0.0869
2024-02-13 2023-12-31 13F WELLS FARGO CO COM 949746101 45,082 -2,813 -5.87 2,219 13.34 0.0884
2023-11-08 2023-09-30 13F WELLS FARGO CO COM 949746101 47,895 -2,690 -5.32 1,957 -9.31 0.0844
2023-08-09 2023-06-30 13F WELLS FARGO CO COM 949746101 50,585 -153,728 -75.24 2,159 -71.74 0.0866
2023-05-09 2023-03-31 13F WELLS FARGO CO COM 949746101 204,313 147,988 262.74 7,637 381,750.00 0.3093
2023-01-31 2022-12-31 13F WELLS FARGO CO COM 949746101 56,325 386 0.69 2 -99.91 0.1001
2022-11-10 2022-09-30 13F WELLS FARGO CO COM 949746101 55,939 -3,904 -6.52 2,250 -4.01 0.1040
2022-08-15 2022-06-30 13F WELLS FARGO CO COM 949746101 59,843 -22,036 -26.91 2,344 -40.93 0.1023
2022-05-13 2022-03-31 13F WELLS FARGO CO COM 949746101 81,879 -4,792 -5.53 3,968 -4.57 0.1453
2022-02-14 2021-12-31 13F WELLS FARGO CO COM 949746101 86,671 -234,957 -73.05 4,158 -72.14 0.1447
2021-11-12 2021-09-30 13F WELLS FARGO CO COM 949746101 321,628 -1,047 -0.32 14,927 2.14 0.5940
2021-10-21 2021-06-30 13F/A-1 WELLS FARGO CO COM 949746101 322,675 -5,144 -1.57 14,614 14.10 0.5911
2021-08-12 2021-06-30 13F WELLS FARGO CO COM 949746101 474,231 146,412 21,478 0.8369
2021-05-13 2021-03-31 13F WELLS FARGO CO COM 949746101 327,819 3,887 1.20 12,808 31.01 0.5675
2021-02-19 2020-12-31 13F WELLS FARGO CO COM 949746101 323,932 -6,665 -2.02 9,776 25.78 0.4712
2020-11-16 2020-09-30 13F WELLS FARGO CO COM 949746101 330,597 -205,774 -38.36 7,772 -43.40 0.4308
2020-08-14 2020-06-30 13F WELLS FARGO CO COM 949746101 536,371 111,863 26.35 13,731 12.71 0.7724
2020-04-27 2020-03-31 13F WELLS FARGO CO COM 949746101 424,508 -40,996 -8.81 12,183 -51.35 0.8214
2020-02-18 2019-12-31 13F WELLS FARGO CO COM 949746101 465,504 -14,494 -3.02 25,044 3.44 1.3607
2019-11-15 2019-09-30 13F WELLS FARGO CO COM 949746101 479,998 6,507 1.37 24,211 8.06 1.4063
2019-08-14 2019-06-30 13F WELLS FARGO CO COM 949746101 473,491 -7,125 -1.48 22,406 -3.52 1.3423
2019-05-16 2019-03-31 13F WELLS FARGO CO COM 949746101 480,616 726 0.15 23,223 5.02 1.5022
2019-02-12 2018-12-31 13F Wells Fargo COM 949746101 479,890 -36,178 -7.01 22,113 -18.48 1.4622
2018-11-07 2018-09-30 13F Wells Fargo COM 949746101 516,068 -2,249 -0.43 27,125 -5.61 1.5524
2018-08-10 2018-06-30 13F Wells Fargo COM 949746101 518,317 -17,838 -3.33 28,736 2.26 1.7687
2018-05-09 2018-03-31 13F/A-1 Wells Fargo COM 949746101 536,155 -79,802 -12.96 28,100 -24.81 1.7070
2018-05-09 2018-03-31 13F Wells Fargo COM 949746101 536,155 -79,802 28,100
2018-02-22 2017-12-31 13F Wells Fargo COM 949746101 615,957 -16,468 -2.60 37,370 7.14 2.1851
2017-11-13 2017-09-30 13F Wells Fargo COM 949746101 632,425 -9,463 -1.47 34,878 -1.94 2.1320
2017-08-10 2017-06-30 13F Wells Fargo COM 949746101 641,888 -4,001 -0.62 35,567 -1.07 2.2287
2017-05-15 2017-03-31 13F Wells Fargo COM 949746101 645,889 -4,799 -0.74 35,950 0.25 2.2974
2017-02-22 2016-12-31 13F/A-1 Wells Fargo COM 949746101 650,688 -11,330 -1.71 35,859 22.33 2.4139
2017-02-14 2016-12-31 13F Wells Fargo COM 949746101 650,688 35,859
2016-11-15 2016-09-30 13F Wells Fargo COM 949746101 662,018 1,931 0.29 29,314 -6.17 2.0090
2016-08-15 2016-06-30 13F Wells Fargo COM 949746101 660,087 9,539 1.47 31,242 -0.70 2.1831
2016-05-10 2016-03-31 13F Wells Fargo COM 949746101 650,548 26,035 4.17 31,461 -7.33 2.3146
2016-02-12 2015-12-31 13F Wells Fargo COM 949746101 624,513 45,231 7.81 33,949 14.13 2.6810
2015-11-12 2015-09-30 13F Wells Fargo COM 949746101 579,282 10,481 1.84 29,746 -7.01 2.4678
2015-08-14 2015-06-30 13F Wells Fargo COM 949746101 568,801 7,438 1.32 31,989 4.75 2.5444
2015-05-14 2015-03-31 13F Wells Fargo COM 949746101 561,363 3,685 0.66 30,538 -0.11 2.4435
2015-02-12 2014-12-31 13F Wells Fargo COM 949746101 557,678 13,744 2.53 30,572 8.36 2.5693
2014-11-10 2014-09-30 13F Wells Fargo COM 949746101 543,934 12,848 2.42 28,214 1.07 2.5824
2014-08-01 2014-06-30 13F Wells Fargo COM 949746101 531,086 19,709 3.85 27,914 9.74 2.6089
2014-05-20 2014-03-31 13F Wells Fargo COM 949746101 511,377 15,723 3.17 25,436 13.03 2.6276
2014-02-10 2013-12-31 13F Wells Fargo COM 949746101 495,654 14,698 3.06 22,503 13.23 2.4483
2013-11-14 2013-09-30 13F Wells Fargo COM 949746101 480,956 -8,100 -1.66 19,873 -1.54 2.3712
2013-08-13 2013-06-30 13F Wells Fargo COM 949746101 489,056 489,056 20,183 2.4392
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.