Wells Fargo & Company
PE ˙ BVL ˙ US9497461015
DIESES SYMBOL IST NICHT MEHR AKTIV
SecurityPE:WFC / Wells Fargo & Company
InstitutionMission Wealth Management, Lp
Latest Disclosed Ownership85,569 shares
Latest Disclosed Value $ 6,812,159
Mission Wealth Management, Lp reports 0.94% increase in ownership of WFC / Wells Fargo & Company

On May 15, 2026 - Mission Wealth Management, Lp filed a 13F-HR form disclosing ownership of 85,569 shares of Wells Fargo & Company (PE:WFC) valued at $6,812,159 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 84,775 shares of Wells Fargo & Company. This represents a change in shares of 0.94% 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 85,569 794 0.94 6,812 -13.78 0.1401
2026-02-05 2025-12-31 13F WELLS FARGO CO COM 949746101 84,775 463 0.55 7,901 11.80 0.1576
2025-11-04 2025-09-30 13F WELLS FARGO CO COM 949746101 84,312 -569 -0.67 7,067 3.93 0.1403
2025-08-05 2025-06-30 13F WELLS FARGO CO COM 949746101 84,881 -1,500 -1.74 6,801 9.66 0.1454
2025-04-17 2025-03-31 13F WELLS FARGO CO COM 949746101 86,381 702 0.82 6,201 3.04 0.1522
2025-02-06 2024-12-31 13F WELLS FARGO CO COM 949746101 85,679 3,813 4.66 6,018 30.15 0.1403
2024-10-31 2024-09-30 13F WELLS FARGO CO COM 949746101 81,866 -6,602 -7.46 4,625 -11.99 0.1119
2024-08-05 2024-06-30 13F WELLS FARGO CO COM 949746101 88,468 -28,250 -24.20 5,254 -22.32 0.1391
2024-04-30 2024-03-31 13F WELLS FARGO CO COM 949746101 116,718 71,215 156.51 6,765 202.10 0.1779
2024-02-05 2023-12-31 13F WELLS FARGO CO COM 949746101 45,503 1,963 4.51 2,240 25.86 0.0727
2023-10-24 2023-09-30 13F WELLS FARGO CO COM 949746101 43,540 -33,035 -43.14 1,779 -45.56 0.0663
2023-08-04 2023-06-30 13F WELLS FARGO CO COM 949746101 76,575 -860 -1.11 3,268 12.92 0.1235
2023-04-07 2023-03-31 13F WELLS FARGO CO COM 949746101 77,435 3,419 4.62 2,895 -5.30 0.1212
2023-02-02 2022-12-31 13F WELLS FARGO CO COM 949746101 74,016 -448 -0.60 3,056 2.04 0.1462
2022-10-12 2022-09-30 13F WELLS FARGO CO COM 949746101 74,464 434 0.59 2,995 3.28 0.1586
2022-07-27 2022-06-30 13F WELLS FARGO CO COM 949746101 74,030 2,569 3.59 2,900 -16.26 0.1524
2022-04-25 2022-03-31 13F WELLS FARGO CO COM 949746101 71,461 -565 -0.78 3,463 0.20 0.1601
2022-02-11 2021-12-31 13F WELLS FARGO CO COM 949746101 72,026 -325 -0.45 3,456 2.92 0.1555
2021-11-05 2021-09-30 13F WELLS FARGO CO COM 949746101 72,351 -878 -1.20 3,358 1.24 0.1710
2021-08-10 2021-06-30 13F WELLS FARGO CO COM 949746101 73,229 19,099 35.28 3,317 56.83 0.1758
2021-05-10 2021-03-31 13F WELLS FARGO CO COM 949746101 54,130 529 0.99 2,115 30.72 0.1227
2021-01-19 2020-12-31 13F WELLS FARGO CO COM 949746101 53,601 3,172 6.29 1,618 36.42 0.1012
2020-10-16 2020-09-30 13F WELLS FARGO CO COM 949746101 50,429 -5,869 -10.42 1,186 -17.70 0.0888
2020-08-03 2020-06-30 13F WELLS FARGO CO COM 949746101 56,298 6,137 12.23 1,441 0.07 0.1243
2020-04-27 2020-03-31 13F/A-1 WELLS FARGO CO COM 949746101 50,161 -3,517 -6.55 1,440 -50.14 0.1589
2020-04-10 2020-03-31 13F WELLS FARGO CO COM 949746101 50,161 -3,517 1,440 159,714.2889
2020-01-21 2019-12-31 13F WELLS FARGO CO COM 949746101 53,678 82 0.15 2,888 6.84 0.2777
2019-10-16 2019-09-30 13F WELLS FARGO CO COM 949746101 53,596 -1,351 -2.46 2,703 3.96 0.2888
2019-08-09 2019-06-30 13F WELLS FARGO CO COM 949746101 54,947 -1,645 -2.91 2,600 -4.94 0.2914
2019-05-14 2019-03-31 13F WELLS FARGO CO COM 949746101 56,592 1,559 2.83 2,735 7.85 0.3175
2019-02-07 2018-12-31 13F WELLS FARGO CO COM 949746101 55,033 -267 -0.48 2,536 -12.76 0.3305
2018-11-01 2018-09-30 13F WELLS FARGO CO COM 949746101 55,300 -3,073 -5.26 2,907 -10.17 0.3827
2018-08-08 2018-06-30 13F WELLS FARGO CO COM 949746101 58,373 -318 -0.54 3,236 5.20 0.4776
2018-05-04 2018-03-31 13F WELLS FARGO CO COM 949746101 58,691 777 1.34 3,076 -12.46 0.4963
2018-02-09 2017-12-31 13F WELLS FARGO CO COM 949746101 57,914 -1,096 -1.86 3,514 7.99 0.6018
2017-11-13 2017-09-30 13F WELLS FARGO CO COM 949746101 59,010 -1,576 -2.60 3,254 -3.07 0.5971
2017-08-11 2017-06-30 13F WELLS FARGO CO COM 949746101 60,586 1,807 3.07 3,357 2.60 0.6375
2017-05-11 2017-03-31 13F WELLS FARGO & CO COM 949746101 58,779 -271 -0.46 3,272 0.55 0.6363
2017-01-27 2016-12-31 13F WELLS FARGO & CO COM 949746101 59,050 2,710 4.81 3,254 30.42 0.6474
2016-11-14 2016-09-30 13F WELLS FARGO & CO COM 949746101 56,340 -111 -0.20 2,495 -6.62 0.6031
2016-08-03 2016-06-30 13F WELLS FARGO & CO COM 949746101 56,451 2,110 3.88 2,672 1.67 0.7098
2016-04-15 2016-03-31 13F WELLS FARGO & CO COM 949746101 54,341 741 1.38 2,628 -9.81 0.7076
2016-02-16 2015-12-31 13F WELLS FARGO & CO COM 949746101 53,600 -107 -0.20 2,914 5.66 0.8205
2015-10-22 2015-09-30 13F WELLS FARGO & CO COM 949746101 53,707 -4,849 -8.28 2,758 -13.41 0.8349
2015-08-11 2015-06-30 13F WELLS FARGO & CO COM 949746101 58,556 58,556 3,185 1.0898
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.