Wells Fargo & Company
PE ˙ BVL ˙ US9497461015
DIESES SYMBOL IST NICHT MEHR AKTIV
SecurityPE:WFC / Wells Fargo & Company
InstitutionKeystone Financial Group
Latest Disclosed Ownership7,426 shares
Latest Disclosed Value $ 591,515
Keystone Financial Group reports 6.07% increase in ownership of WFC / Wells Fargo & Company

On May 13, 2026 - Keystone Financial Group filed a 13F-HR form disclosing ownership of 7,426 shares of Wells Fargo & Company (PE:WFC) valued at $591,515 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 7,001 shares of Wells Fargo & Company. This represents a change in shares of 6.07% 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)
2026-05-13 2026-03-31 13F WELLS FARGO Equtities 949746101 7,426 425 6.07 592 -9.36 0.0398
2026-02-06 2025-12-31 13F WELLS FARGO Equities 949746101 7,001 398 6.03 652 17.90 0.0483
2025-11-17 2025-09-30 13F/A-1 WELLS FARGO Common Stock 949746101 6,603 52 0.79 553 5.53 0.0423
2025-11-14 2025-09-30 13F WELLS FARGO Common Stock 949746101 6,551 0 525 0.0417
2025-08-13 2025-06-30 13F WELLS FARGO Common Stock 949746101 6,551 51 0.78 525 12.45 0.0474
2025-05-13 2025-03-31 13F WELLS FARGO Common Stock 949746101 6,500 -1,022 -13.59 467 -11.91 0.0474
2025-02-13 2024-12-31 13F WELLS FARGO Common Stock 949746101 7,522 -1,964 -20.70 530 -1.12 0.0521
2025-02-19 2024-09-30 13F/A-3 WELLS FARGO Common Stock 949746101 9,486 -702 -6.89 536 -11.57 0.0686
2025-02-18 2024-09-30 13F/A-2 WELLS FARGO Common Stock 949746101 11,545 1,357 528 0.0687
2024-11-12 2024-09-30 13F WELLS FARGO Common Stock 949746101 9,486 -702 536 0.1769
2024-07-31 2024-06-30 13F WELLS FARGO Common Stock 949746101 10,188 404 4.13 605 6.70 0.2167
2024-05-08 2024-03-31 13F WELLS FARGO Common Stock 949746101 9,784 888 9.98 567 29.75 0.0826
2024-02-14 2023-12-31 13F/A-1 WELLS FARGO Common Stock 949746101 8,896 -299 -3.25 438 16.53 0.0761
2024-02-09 2023-12-31 13F WELLS FARGO Common Stock 949746101 8,896 -299 438 0.0761
2023-11-06 2023-09-30 13F WELLS FARGO Common Stock 949746101 9,195 155 1.71 376 -2.60 0.0629
2023-08-07 2023-06-30 13F WELLS FARGO Common Stock 949746101 9,040 -1,631 -15.28 386 -12.50 0.0656
2023-02-07 2022-12-31 13F WELLS FARGO Common Stock 949746101 10,671 -132 -1.22 441 1.38 0.0870
2022-11-10 2022-09-30 13F WELLS FARGO Common Stock 949746101 10,803 230 2.18 434 4.83 0.0880
2022-08-05 2022-06-30 13F WELLS FARGO Common Stock 949746101 10,573 30 0.28 414 -18.98 0.0820
2022-05-13 2022-03-31 13F WELLS FARGO Common Stock 949746101 10,543 -38 -0.36 511 0.59 0.0868
2022-02-11 2021-12-31 13F WELLS FARGO Common Stock 949746101 10,581 23 0.22 508 3.67 0.0833
2021-11-12 2021-09-30 13F WELLS FARGO Common Stock 949746101 10,558 177 1.71 490 4.26 0.0887
2021-08-13 2021-06-30 13F WELLS FARGO Common Stock 949746101 10,381 1,058 11.35 470 29.12 0.0851
2021-05-11 2021-03-31 13F WELLS FARGO Common Stock 949746101 9,323 -1,006 -9.74 364 16.67 0.0709
2021-02-10 2020-12-31 13F WELLS FARGO Common Stock 949746101 10,329 25 0.24 312 28.93 0.0649
2020-11-13 2020-09-30 13F WELLS FARGO Common Stock 949746101 10,304 2,191 27.01 242 16.35 0.0594
2020-08-13 2020-06-30 13F WELLS FARGO Common Stock 949746101 8,113 3,607 80.05 208 -14.05 0.0565
2020-05-05 2020-03-31 13F WELLS FARGO Common Stock 949746101 4,506 0 0.00 242 0.00 0.0650
2020-02-06 2019-12-31 13F WELLS FARGO Common Stock 949746101 4,506 -1,025 -18.53 242 -13.26 0.0650
2019-11-07 2019-09-30 13F WELLS FARGO Common Stock 949746101 5,531 -133 -2.35 279 4.10 0.0858
2019-08-07 2019-06-30 13F WELLS FARGO Common Stock 949746101 5,664 -200 -3.41 268 -5.30 0.0872
2019-05-07 2019-03-31 13F WELLS FARGO Common Stock 949746101 5,864 5,864 283 0.1006
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.