Wells Fargo & Company
PE ˙ BVL ˙ US9497461015
DIESES SYMBOL IST NICHT MEHR AKTIV
SecurityPE:WFC / Wells Fargo & Company
InstitutionLegacy Financial Advisors, Inc.
Latest Disclosed Ownership21,944 shares
Latest Disclosed Value $ 1,746,987
Legacy Financial Advisors, Inc. reports 3.82% decrease in ownership of WFC / Wells Fargo & Company

On April 30, 2026 - Legacy Financial Advisors, Inc. filed a 13F-HR form disclosing ownership of 21,944 shares of Wells Fargo & Company (PE:WFC) valued at $1,746,987 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 22,815 shares of Wells Fargo & Company. This represents a change in shares of -3.82% 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)
2026-04-30 2026-03-31 13F WELLS FARGO & CO COM Stock 949746101 21,944 -871 -3.82 1,747 -17.87 0.2443
2026-02-04 2025-12-31 13F WELLS FARGO & CO COM Stock 949746101 22,815 -4,885 -17.64 2,126 -8.40 0.2941
2025-11-10 2025-09-30 13F WELLS FARGO CO NEW COM Stock 949746101 27,700 1,020 3.82 2,322 8.61 0.3199
2025-08-07 2025-06-30 13F WELLS FARGO CO NEW COM Stock 949746101 26,680 8,376 45.76 2,138 62.63 0.3339
2025-05-14 2025-03-31 13F WELLS FARGO CO NEW COM Stock 949746101 18,304 2,204 13.69 1,314 16.28 0.2198
2025-02-13 2024-12-31 13F WELLS FARGO CO NEW COM Stock 949746101 16,100 3,398 26.75 1,131 57.60 0.1870
2024-11-14 2024-09-30 13F WELLS FARGO CO NEW COM Stock 949746101 12,702 -2,525 -16.58 718 -20.69 0.1205
2024-08-13 2024-06-30 13F WELLS FARGO CO NEW COM Stock 949746101 15,227 1,049 7.40 904 10.11 0.1610
2024-05-14 2024-03-31 13F WELLS FARGO CO NEW COM Stock 949746101 14,178 2,868 25.36 822 47.66 0.1472
2024-02-13 2023-12-31 13F/A-1 WELLS FARGO CO NEW COM Stock 949746101 11,310 -408 -3.48 557 16.32 0.1069
2024-02-06 2023-12-31 13F WELLS FARGO CO NEW COM Stock 949746101 11,310 -408 557 0.1072
2023-11-13 2023-09-30 13F WELLS FARGO CO NEW COM Stock 949746101 11,718 2,478 26.82 479 21.32 0.0958
2023-08-08 2023-06-30 13F WELLS FARGO CO NEW COM Stock 949746101 9,240 1,529 19.83 394 36.81 0.0736
2023-05-03 2023-03-31 13F WELLS FARGO CO NEW COM Stock 949746101 7,711 531 7.40 288 -2.70 0.0589
2023-02-06 2022-12-31 13F WELLS FARGO CO NEW COM Stock 949746101 7,180 -713 -9.03 296 -6.62 0.0639
2022-11-09 2022-09-30 13F WELLS FARGO CO NEW COM Stock 949746101 7,893 1,653 26.49 317 29.92 0.0758
2022-08-08 2022-06-30 13F WELLS FARGO CO NEW COM Stock 949746101 6,240 -1,131 -15.34 244 -31.65 0.0607
2022-05-04 2022-03-31 13F WELLS FARGO CO NEW COM Stock 949746101 7,371 674 10.06 357 11.21 0.0803
2022-02-04 2021-12-31 13F WELLS FARGO CO NEW COM Stock 949746101 6,697 86 1.30 321 4.56 0.0737
2021-10-26 2021-09-30 13F WELLS FARGO CO NEW COM Stock 949746101 6,611 710 12.03 307 14.98 0.0753
2021-07-21 2021-06-30 13F WELLS FARGO CO NEW COM Stock 949746101 5,901 289 5.15 267 21.92 0.0676
2021-04-28 2021-03-31 13F WELLS FARGO CO NEW COM Stock 949746101 5,612 5,612 219 0.0600
2020-05-12 2020-03-31 13F WELLS FARGO CO NEW COM Stock 949746101 0 -4,121 -100.00 0 -100.00
2020-01-27 2019-12-31 13F WELLS FARGO CO NEW COM Stock 949746101 4,121 -846 -17.03 222 -11.55 0.0702
2019-11-07 2019-09-30 13F WELLS FARGO CO NEW COM Stock 949746101 4,967 37 0.75 251 7.73 0.0834
2019-08-07 2019-06-30 13F WELLS FARGO CO NEW COM COM 949746101 4,930 -823 -14.31 233 -16.19 0.0824
2019-05-14 2019-03-31 13F WELLS FARGO CO NEW COM Stock 949746101 5,753 1,683 41.35 278 47.87 0.0942
2019-01-16 2018-12-31 13F WELLS FARGO CO NEW COM Stock 949746101 4,070 -2,574 -38.74 188 -46.13 0.0728
2018-10-30 2018-09-30 13F WELLS FARGO CO NEW COM Stock 949746101 6,644 -994 -13.01 349 -17.49 0.1264
2018-07-17 2018-06-30 13F WELLS FARGO CO NEW COM Stock 949746101 7,638 -343 -4.30 423 0.95 0.1605
2018-04-12 2018-03-31 13F WELLS FARGO CO NEW COM Stock 949746101 7,981 4,013 101.13 419 74.58 0.1666
2018-02-09 2017-12-31 13F WELLS FARGO CO NEW COM Stock 949746101 3,968 3,968 240 0.0985
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.