Wells Fargo & Company
PE ˙ BVL ˙ US9497461015
DIESES SYMBOL IST NICHT MEHR AKTIV
SecurityPE:WFC / Wells Fargo & Company
InstitutionMcKinley Carter Wealth Services, Inc.
Latest Disclosed Ownership23,493 shares
Latest Disclosed Value $ 1,870,267
McKinley Carter Wealth Services, Inc. reports 4.25% increase in ownership of WFC / Wells Fargo & Company

On April 20, 2026 - McKinley Carter Wealth Services, Inc. filed a 13F-HR form disclosing ownership of 23,493 shares of Wells Fargo & Company (PE:WFC) valued at $1,870,267 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 22,535 shares of Wells Fargo & Company. This represents a change in shares of 4.25% 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)
2026-04-20 2026-03-31 13F WELLS FARGO COM 949746101 23,493 958 4.25 1,870 -10.95 0.1078
2026-02-06 2025-12-31 13F WELLS FARGO CO COM 949746101 22,535 886 4.09 2,100 15.77 0.1173
2025-11-04 2025-09-30 13F WELLS FARGO CO COM 949746101 21,649 176 0.82 1,815 5.47 0.0951
2025-07-24 2025-06-30 13F WELLS FARGO CO COM 949746101 21,473 16,802 359.71 1,720 413.43 0.0955
2025-04-15 2025-03-31 13F WELLS FARGO CO COM 949746101 4,671 907 24.10 335 26.89 0.0206
2025-01-23 2024-12-31 13F WELLS FARGO CO COM 949746101 3,764 3,764 264 0.0162
2024-10-16 2024-09-30 13F WELLS FARGO CO COM 949746101 0 -3,516 -100.00 0 -100.00
2024-08-09 2024-06-30 13F WELLS FARGO CO COM 949746101 3,516 21 0.60 209 2.97 0.0133
2024-04-26 2024-03-31 13F WELLS FARGO CO COM 949746101 3,495 3,495 203 0.0135
2020-05-01 2020-03-31 13F WELLS FARGO CO COM 949746101 0 -3,833 -100.00 0 -100.00
2020-01-23 2019-12-31 13F WELLS FARGO CO COM 949746101 3,833 3,833 206 0.0482
2019-02-13 2018-12-31 13F WELLS FARGO CO COM 949746101 0 -3,905 -100.00 0 -100.00
2018-11-06 2018-09-30 13F WELLS FARGO CO COM 949746101 3,905 0 0.00 205 -5.09 0.0608
2018-12-07 2018-06-30 13F WELLS FARGO CO COM 949746101 3,905 -159 -3.91 216 1.41 0.0695
2018-05-17 2018-03-31 13F Wells Fargo COM 949746101 4,064 -1,181 -22.52 213 -33.02 0.0696
2018-01-31 2017-12-31 13F WELLS FARGO CO COM 949746101 5,245 -4,331 -45.23 318 -39.77 0.1093
2017-10-31 2017-09-30 13F WELLS FARGO CO COM 949746101 9,576 -2,327 -19.55 528 -11.85 0.2026
2017-08-08 2017-06-30 13F WELLS FARGO CO COM 949746101 11,903 -708 -5.61 599 -6.41 0.2649
2017-05-10 2017-03-31 13F WELLS FARGO & CO COM 949746101 12,611 85 0.68 640 2.24 0.2972
2017-02-07 2016-12-31 13F WELLS FARGO & CO COM 949746101 12,526 2,003 19.03 626 34.33 0.3164
2016-11-07 2016-09-30 13F WELLS FARGO & CO COM 949746101 10,523 -926 -8.09 466 -14.02 0.2402
2016-08-01 2016-06-30 13F WELLS FARGO & CO COM 949746101 11,449 345 3.11 542 0.93 0.2820
2016-05-13 2016-03-31 13F WELLS FARGO & CO COM 949746101 11,104 1,847 19.95 537 6.76 0.2978
2016-02-02 2015-12-31 13F WELLS FARGO & CO COM 949746101 9,257 -97 -1.04 503 4.79 0.2880
2015-11-10 2015-09-30 13F WELLS FARGO & CO COM 949746101 9,354 -731 -7.25 480 -15.34 0.2988
2015-08-10 2015-06-30 13F WELLS FARGO & CO COM 949746101 10,085 1,519 17.73 567 21.67 0.3076
2015-05-06 2015-03-31 13F WELLS FARGO & CO COM 949746101 8,566 8,566 466 0.3005
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.