Wells Fargo & Company
PE ˙ BVL ˙ US9497461015
DIESES SYMBOL IST NICHT MEHR AKTIV
SecurityPE:WFC / Wells Fargo & Company
InstitutionLegacy Bridge, LLC
Latest Disclosed Ownership6,417 shares
Latest Disclosed Value $ 510,858
Legacy Bridge, LLC ownership in WFC / Wells Fargo & Company

On May 14, 2026 - Legacy Bridge, LLC filed a 13F-HR form disclosing ownership of 6,417 shares of Wells Fargo & Company (PE:WFC) valued at $510,858 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 6,417 shares of Wells Fargo & Company. This represents a change in shares of 0.00% 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 COM 949746101 6,417 0 0.00 511 -14.72 0.1948
2026-01-23 2025-12-31 13F WELLS FARGO CO COM 949746101 6,417 188 3.02 598 14.56 0.2427
2025-11-12 2025-09-30 13F WELLS FARGO CO COM 949746101 6,229 0 0.00 522 4.61 0.2173
2025-08-06 2025-06-30 13F WELLS FARGO CO COM 949746101 6,229 0 0.00 499 11.63 0.2369
2025-05-08 2025-03-31 13F WELLS FARGO CO COM 949746101 6,229 0 0.00 447 2.29 0.2495
2025-01-22 2024-12-31 13F WELLS FARGO CO COM 949746101 6,229 0 0.00 438 24.50 0.2281
2024-11-07 2024-09-30 13F WELLS FARGO CO COM 949746101 6,229 0 0.00 352 -4.88 0.1895
2024-08-06 2024-06-30 13F WELLS FARGO CO COM 949746101 6,229 0 0.00 370 2.22 0.2181
2024-04-25 2024-03-31 13F WELLS FARGO CO COM 949746101 6,229 0 0.00 361 17.97 0.2112
2024-01-17 2023-12-31 13F WELLS FARGO CO COM 949746101 6,229 -675 -9.78 307 8.51 0.1987
2023-10-11 2023-09-30 13F WELLS FARGO CO COM 949746101 6,904 0 0.00 282 -4.08 0.2011
2023-07-11 2023-06-30 13F WELLS FARGO CO COM 949746101 6,904 0 0.00 295 13.95 0.1967
2023-04-24 2023-03-31 13F WELLS FARGO CO COM 949746101 6,904 0 0.00 258 -9.47 0.1800
2023-01-11 2022-12-31 13F WELLS FARGO CO COM 949746101 6,904 487 7.59 285 10.47 0.2026
2022-11-02 2022-09-30 13F WELLS FARGO CO COM 949746101 6,417 0 0.00 258 2.79 0.2058
2022-07-21 2022-06-30 13F WELLS FARGO CO COM 949746101 6,417 0 0.00 251 -19.29 0.1852
2022-04-28 2022-03-31 13F WELLS FARGO CO COM 949746101 6,417 -400 -5.87 311 -4.89 0.1817
2022-01-18 2021-12-31 13F WELLS FARGO CO COM 949746101 6,817 0 0.00 327 3.48 0.1703
2021-10-26 2021-09-30 13F WELLS FARGO CO COM 949746101 6,817 0 0.00 316 2.27 0.1822
2021-08-03 2021-06-30 13F WELLS FARGO CO COM 949746101 6,817 2,000 41.52 309 64.36 0.1748
2021-04-29 2021-03-31 13F WELLS FARGO CO COM 949746101 4,817 0 0.00 188 29.66 0.1216
2021-02-02 2020-12-31 13F WELLS FARGO CO COM 949746101 4,817 -230 -4.56 145 21.85 0.1051
2020-10-19 2020-09-30 13F WELLS FARGO CO COM 949746101 5,047 0 0.00 119 -7.75 0.1086
2020-08-04 2020-06-30 13F WELLS FARGO CO COM 949746101 5,047 1,100 27.87 129 14.16 0.1420
2020-05-01 2020-03-31 13F/A-1 WELLS FARGO CO COM 949746101 3,947 -5,259 -57.13 113 -77.17 0.1423
2020-04-09 2020-03-31 13F WELLS FARGO CO COM 949746101 3,947 -5,259 113 143,331.8958
2020-02-04 2019-12-31 13F WELLS FARGO CO COM 949746101 9,206 -10,000 -52.07 495 -48.92 0.4110
2019-10-15 2019-09-30 13F WELLS FARGO CO COM 949746101 19,206 0 0.00 969 6.60 0.9251
2019-07-11 2019-06-30 13F WELLS FARGO CO COM 949746101 19,206 0 0.00 909 -2.05 0.8768
2019-04-26 2019-03-31 13F WELLS FARGO CO COM 949746101 19,206 230 1.21 928 6.18 0.9567
2019-01-25 2018-12-31 13F WELLS FARGO CO COM 949746101 18,976 18,976 874 1.0815
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.