Wells Fargo & Company
PE ˙ BVL ˙ US9497461015
DIESES SYMBOL IST NICHT MEHR AKTIV
SecurityPE:WFC / Wells Fargo & Company
InstitutionMount Yale Investment Advisors, LLC
Latest Disclosed Ownership79,206 shares
Latest Disclosed Value $ 6,305,631
Mount Yale Investment Advisors, LLC reports 407.99% increase in ownership of WFC / Wells Fargo & Company

On April 27, 2026 - Mount Yale Investment Advisors, LLC filed a 13F-HR form disclosing ownership of 79,206 shares of Wells Fargo & Company (PE:WFC) valued at $6,305,631 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 15,592 shares of Wells Fargo & Company. This represents a change in shares of 407.99% 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)
2026-04-27 2026-03-31 13F WELLS FARGO COM 949746101 79,206 63,614 407.99 6,306 333.93 0.1462
2026-02-12 2025-12-31 13F WELLS FARGO CO COM 949746101 15,592 -30,709 -66.32 1,453 -62.55 0.0699
2025-11-14 2025-09-30 13F WELLS FARGO CO COM 949746101 46,301 5,278 12.87 3,881 18.08 0.2704
2026-02-03 2025-06-30 13F/A-1 WELLS FARGO CO COM 949746101 41,023 7,813 23.53 3,287 37.84 0.2564
2025-08-13 2025-06-30 13F WELLS FARGO CO COM 949746101 41,023 7,813 3,287 0.2564
2026-02-03 2025-03-31 13F/A-1 WELLS FARGO CO COM 949746101 33,210 4,643 16.25 2,384 18.84 0.2043
2025-04-16 2025-03-31 13F WELLS FARGO CO COM 949746101 33,210 4,643 2,384 0.2043
2026-02-03 2024-12-31 13F/A-1 WELLS FARGO CO COM 949746101 28,567 -4,415 -13.39 2,007 7.68 0.1620
2025-01-22 2024-12-31 13F WELLS FARGO CO COM 949746101 28,567 -4,415 2,007 0.1620
2026-02-03 2024-09-30 13F/A-1 WELLS FARGO CO COM 949746101 32,982 -5,689 -14.71 1,863 -18.86 0.1789
2024-10-23 2024-09-30 13F WELLS FARGO CO COM 949746101 32,982 -5,689 1,863 0.1789
2026-02-03 2024-06-30 13F/A-1 WELLS FARGO CO COM 949746101 38,671 -1,738 -4.30 2,297 -1.96 0.1819
2024-08-13 2024-06-30 13F WELLS FARGO CO COM 949746101 38,671 -1,738 2,297 0.1819
2026-02-03 2024-03-31 13F/A-1 WELLS FARGO CO COM 949746101 40,409 -3,491 -7.95 2,342 8.43 0.1797
2024-05-15 2024-03-31 13F WELLS FARGO CO COM 949746101 40,409 -3,491 2,342 0.1797
2024-02-13 2023-12-31 13F WELLS FARGO CO COM 949746101 43,900 -12,130 -21.65 2,161 -5.64 0.2053
2023-10-11 2023-09-30 13F WELLS FARGO CO COM 949746101 56,030 -36 -0.06 2,289 -4.31 0.2490
2023-08-14 2023-06-30 13F WELLS FARGO CO COM 949746101 56,066 -772 -1.36 2,393 12.62 0.2535
2023-05-11 2023-03-31 13F WELLS FARGO CO COM 949746101 56,838 14,303 33.63 2,125 20.96 0.2386
2023-02-14 2022-12-31 13F WELLS FARGO CO COM 949746101 42,535 -12,571 -22.81 1,756 -20.76 0.1993
2022-11-07 2022-09-30 13F WELLS FARGO CO COM 949746101 55,106 4,681 9.28 2,216 12.20 0.2942
2022-08-02 2022-06-30 13F WELLS FARGO CO COM 949746101 50,425 2,336 4.86 1,975 -15.24 0.2489
2022-05-03 2022-03-31 13F WELLS FARGO CO COM 949746101 48,089 -16,732 -25.81 2,330 -25.08 0.2533
2022-02-02 2021-12-31 13F WELLS FARGO CO COM 949746101 64,821 9,322 16.80 3,110 20.73 0.3233
2021-11-02 2021-09-30 13F WELLS FARGO CO COM 949746101 55,499 45,415 450.37 2,576 463.68 0.2963
2021-08-04 2021-06-30 13F WELLS FARGO CO COM 949746101 10,084 10,084 457 0.0553
2020-07-09 2020-06-30 13F WELLS FARGO CO COM 949746101 0 -42,044 -100.00 0 -100.00
2020-05-04 2020-03-31 13F WELLS FARGO CO COM 949746101 42,044 -6,696 -13.74 1,207 -47.25 0.2721
2020-02-13 2019-12-31 13F WELLS FARGO CO COM 949746101 48,740 1,077 2.26 2,288 -11.46 0.3974
2019-11-14 2019-09-30 13F WELLS FARGO CO COM 949746101 47,663 -261 -0.54 2,584 17.72 0.4623
2019-08-13 2019-06-30 13F WELLS FARGO CO COM 949746101 47,924 319 0.67 2,195 -4.57 0.4052
2019-05-15 2019-03-31 13F WELLS FARGO CO COM 949746101 47,605 -3,683 -7.18 2,300 -5.89 0.4308
2019-02-14 2018-12-31 13F WELLS FARGO CO COM 949746101 51,288 -912 -1.75 2,444 -12.62 0.4963
2018-11-13 2018-09-30 13F WELLS FARGO CO COM 949746101 52,200 -380 -0.72 2,797 -4.05 0.4884
2018-08-22 2018-06-30 13F WELLS FARGO CO COM 949746101 52,580 2,109 4.18 2,915 10.21 0.5517
2018-06-25 2018-03-31 13F WELLS FARGO CO COM 949746101 50,471 50,471 2,645 0.5670
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.