Wells Fargo & Company
PE ˙ BVL ˙ US9497461015
DIESES SYMBOL IST NICHT MEHR AKTIV
SecurityPE:WFC / Wells Fargo & Company
InstitutionRiver Wealth Advisors LLC
Latest Disclosed Ownership9,494 shares
Latest Disclosed Value $ 755,827
River Wealth Advisors LLC reports 2.80% increase in ownership of WFC / Wells Fargo & Company

On May 13, 2026 - River Wealth Advisors LLC filed a 13F-HR form disclosing ownership of 9,494 shares of Wells Fargo & Company (PE:WFC) valued at $755,827 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 9,235 shares of Wells Fargo & Company. This represents a change in shares of 2.80% 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)
2026-05-13 2026-03-31 13F WELLS FARGO COM 949746101 9,494 259 2.80 756 -12.21 0.0868
2026-02-13 2025-12-31 13F WELLS FARGO CO COM 949746101 9,235 -2,303 -19.96 861 -11.07 0.0965
2025-11-12 2025-09-30 13F WELLS FARGO CO COM 949746101 11,538 164 1.44 967 6.15 0.1131
2025-08-13 2025-06-30 13F WELLS FARGO CO COM 949746101 11,374 -29 -0.25 911 11.37 0.1133
2025-05-14 2025-03-31 13F WELLS FARGO CO COM 949746101 11,403 98 0.87 819 3.02 0.1138
2025-02-13 2024-12-31 13F WELLS FARGO CO COM 949746101 11,305 -61 -0.54 794 23.68 0.1053
2024-11-12 2024-09-30 13F WELLS FARGO CO COM 949746101 11,366 164 1.46 642 -3.46 0.0856
2024-08-13 2024-06-30 13F WELLS FARGO CO COM 949746101 11,202 0 0.00 665 2.47 0.0954
2024-05-14 2024-03-31 13F WELLS FARGO CO COM 949746101 11,202 109 0.98 649 19.08 0.0944
2024-02-13 2023-12-31 13F WELLS FARGO CO COM 949746101 11,093 -1,482 -11.79 546 6.24 0.0872
2023-11-13 2023-09-30 13F WELLS FARGO CO COM 949746101 12,575 12 0.10 514 -4.29 0.0919
2023-08-09 2023-06-30 13F WELLS FARGO CO COM 949746101 12,563 11 0.09 536 14.29 0.0910
2023-05-11 2023-03-31 13F WELLS FARGO CO COM 949746101 12,552 3,695 41.72 469 28.49 0.0854
2023-02-10 2022-12-31 13F WELLS FARGO CO COM 949746101 8,857 -191 -2.11 366 0.27 0.0704
2022-11-14 2022-09-30 13F WELLS FARGO CO COM 949746101 9,048 211 2.39 364 5.20 0.0785
2022-08-10 2022-06-30 13F WELLS FARGO CO COM 949746101 8,837 7 0.08 346 -19.16 0.0638
2022-05-09 2022-03-31 13F WELLS FARGO CO COM 949746101 8,830 7 0.08 428 1.18 0.0683
2022-02-11 2021-12-31 13F WELLS FARGO CO COM 949746101 8,823 6 0.07 423 3.42 0.0656
2021-11-12 2021-09-30 13F WELLS FARGO CO COM 949746101 8,817 6 0.07 409 2.51 0.0701
2021-08-06 2021-06-30 13F WELLS FARGO CO COM 949746101 8,811 3 0.03 399 15.99 0.0698
2021-05-11 2021-03-31 13F WELLS FARGO CO COM 949746101 8,808 -96 -1.08 344 27.88 0.0646
2021-02-16 2020-12-31 13F WELLS FARGO CO COM 949746101 8,904 -333 -3.61 269 23.96 0.0581
2020-11-10 2020-09-30 13F WELLS FARGO CO COM 949746101 9,237 299 3.35 217 -5.24 0.0566
2020-08-11 2020-06-30 13F WELLS FARGO CO COM 949746101 8,938 886 11.00 229 -0.87 0.0695
2020-05-05 2020-03-31 13F WELLS FARGO CO COM 949746101 8,052 -252 -3.03 231 -48.32 0.0923
2020-02-07 2019-12-31 13F WELLS FARGO CO COM 949746101 8,304 256 3.18 447 10.10 0.1511
2019-10-29 2019-09-30 13F WELLS FARGO CO COM 949746101 8,048 63 0.79 406 7.41 0.1534
2019-07-30 2019-06-30 13F WELLS FARGO CO COM 949746101 7,985 0 0.00 378 -2.07 0.1475
2019-05-07 2019-03-31 13F WELLS FARGO CO COM 949746101 7,985 125 1.59 386 6.63 0.1616
2019-01-25 2018-12-31 13F WELLS FARGO CO COM 949746101 7,860 0 0.00 362 -12.35 0.1609
2018-11-09 2018-09-30 13F WELLS FARGO CO COM 949746101 7,860 0 0.00 413 -5.28 0.1522
2018-08-13 2018-06-30 13F WELLS FARGO CO COM 949746101 7,860 -13,568 -63.32 436 -61.18 0.1696
2018-05-02 2018-03-31 13F WELLS FARGO CO COM 949746101 21,428 -703 -3.18 1,123 -16.38 0.4735
2018-02-09 2017-12-31 13F WELLS FARGO CO COM 949746101 22,131 344 1.58 1,343 11.73 0.5584
2017-11-06 2017-09-30 13F WELLS FARGO CO COM 949746101 21,787 -1,025 -4.49 1,202 -4.91 0.5437
2017-07-28 2017-06-30 13F WELLS FARGO CO COM 949746101 22,812 -1,043 -4.37 1,264 -4.82 0.5884
2017-05-12 2017-03-31 13F WELLS FARGO & CO COM 949746101 23,855 -1,040 -4.18 1,328 -3.21 0.6444
2017-02-17 2016-12-31 13F WELLS FARGO & CO COM 949746101 24,895 -729 -2.84 1,372 20.88 0.6943
2016-11-02 2016-09-30 13F WELLS FARGO & CO COM 949746101 25,624 -2,095 -7.56 1,135 -13.49 0.6275
2016-08-05 2016-06-30 13F WELLS FARGO & CO COM 949746101 27,719 1,587 6.07 1,312 3.80 0.7533
2016-04-27 2016-03-31 13F WELLS FARGO & CO COM 949746101 26,132 991 3.94 1,264 -7.53 0.7552
2016-01-19 2015-12-31 13F WELLS FARGO & CO COM 949746101 25,141 252 1.01 1,367 6.96 0.8660
2015-10-26 2015-09-30 13F WELLS FARGO & CO COM 949746101 24,889 -430 -1.70 1,278 -10.25 0.8775
2015-07-13 2015-06-30 13F WELLS FARGO & CO COM 949746101 25,319 -900 -3.43 1,424 -0.14 0.9051
2015-05-15 2015-03-31 13F WELLS FARGO & CO COM 949746101 26,219 26,219 1,426 0.8826
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.