Wells Fargo & Company
PE ˙ BVL ˙ US9497461015
DIESES SYMBOL IST NICHT MEHR AKTIV
SecurityPE:WFC / Wells Fargo & Company
InstitutionRocky Mountain Advisers, Llc
Latest Disclosed Ownership1,400 shares
Latest Disclosed Value $ 111,454
Rocky Mountain Advisers, Llc ownership in WFC / Wells Fargo & Company

On April 29, 2026 - Rocky Mountain Advisers, Llc filed a 13F-HR form disclosing ownership of 1,400 shares of Wells Fargo & Company (PE:WFC) valued at $111,454 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 1,400 shares of Wells Fargo & Company. This represents a change in shares of 0.00% 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)
2026-04-29 2026-03-31 13F Wells Fargo & Co WFC 949746101 1,400 0 0.00 111 -14.62 0.0319
2026-01-21 2025-12-31 13F WELLS FARGO CO COM 949746101 1,400 0 0.00 130 11.11 0.0376
2025-10-17 2025-09-30 13F WELLS FARGO CO COM 949746101 1,400 0 0.00 117 4.46 0.0343
2025-07-22 2025-06-30 13F WELLS FARGO CO COM 949746101 1,400 0 0.00 112 12.00 0.0341
2025-05-05 2025-03-31 13F WELLS FARGO CO COM 949746101 1,400 0 0.00 101 2.04 0.0310
2025-01-29 2024-12-31 13F WELLS FARGO CO COM 949746101 1,400 0 0.00 98 24.05 0.0292
2024-11-01 2024-09-30 13F WELLS FARGO CO COM 949746101 1,400 0 0.00 79 -4.82 0.0240
2024-08-06 2024-06-30 13F WELLS FARGO CO COM 949746101 1,400 0 0.00 83 2.47 0.0278
2024-04-26 2024-03-31 13F WELLS FARGO CO COM 949746101 1,400 0 0.00 81 19.12 0.0257
2024-01-24 2023-12-31 13F WELLS FARGO CO COM 949746101 1,400 0 0.00 69 19.30 0.0241
2023-10-31 2023-09-30 13F WELLS FARGO CO COM 949746101 1,400 -40,275 -96.64 57 -96.34 0.0279
2023-07-27 2023-06-30 13F WELLS FARGO CO COM 949746101 41,675 0 0.00 1,558 155,600.00 0.8295
2023-04-19 2023-03-31 13F WELLS FARGO CO COM 949746101 41,675 -900 -2.11 2 0.00 0.8296
2023-02-01 2022-12-31 13F WELLS FARGO CO COM 949746101 42,575 -1,300 -2.96 2 -99.94 0.9752
2022-10-17 2022-09-30 13F WELLS FARGO CO COM 949746101 43,875 0 0.00 1,765 2.68 2.2970
2022-07-26 2022-06-30 13F WELLS FARGO CO COM 949746101 43,875 -342 -0.77 1,719 -19.79 2.1194
2022-04-27 2022-03-31 13F WELLS FARGO CO COM 949746101 44,217 -108 -0.24 2,143 0.75 2.3773
2022-02-09 2021-12-31 13F WELLS FARGO CO COM 949746101 44,325 -400 -0.89 2,127 2.46 2.4160
2021-10-26 2021-09-30 13F WELLS FARGO CO COM 949746101 44,725 -90 -0.20 2,076 2.27 2.5274
2021-07-22 2021-06-30 13F WELLS FARGO CO COM 949746101 44,815 1,300 2.99 2,030 19.41 2.5289
2021-04-27 2021-03-31 13F WELLS FARGO CO COM 949746101 43,515 625 1.46 1,700 31.38 2.4184
2021-01-22 2020-12-31 13F WELLS FARGO CO COM 949746101 42,890 0 0.00 1,294 28.37 2.1399
2020-10-21 2020-09-30 13F WELLS FARGO CO COM 949746101 42,890 370 0.87 1,008 -7.44 1.9388
2020-07-27 2020-06-30 13F WELLS FARGO CO COM 949746101 42,520 1,232 2.98 1,089 -8.10 2.7078
2020-04-29 2020-03-31 13F WELLS FARGO CO COM 949746101 41,288 39,508 2,219.55 1,185 1,134.38 3.2947
2020-01-31 2019-12-31 13F WELLS FARGO CO COM 949746101 1,780 0 0.00 96 6.67 0.3081
2019-10-25 2019-09-30 13F WELLS FARGO CO COM 949746101 1,780 130 7.88 90 15.38 0.3033
2019-07-26 2019-06-30 13F WELLS FARGO CO COM 949746101 1,650 0 0.00 78 -2.50 0.2660
2019-04-25 2019-03-31 13F WELLS FARGO CO COM 949746101 1,650 -400 -19.51 80 -14.89 0.2840
2019-01-22 2018-12-31 13F WELLS FARGO CO COM 949746101 2,050 0 0.00 94 -12.96 0.3598
2018-10-23 2018-09-30 13F WELLS FARGO CO COM 949746101 2,050 0 0.00 108 -5.26 0.3698
2018-08-14 2018-06-30 13F WELLS FARGO CO COM 949746101 2,050 0 0.00 114 6.54 0.4273
2018-05-15 2018-03-31 13F WELLS FARGO CO COM 949746101 2,050 0 0.00 107 -13.71 0.4244
2018-02-14 2017-12-31 13F WELLS FARGO CO COM 949746101 2,050 0 0.00 124 9.73 0.4900
2017-11-14 2017-09-30 13F WELLS FARGO CO COM 949746101 2,050 200 10.81 113 9.71 0.4790
2017-08-14 2017-06-30 13F WELLS FARGO & CO COM 949746101 1,850 0 0.00 103 0.00 0.4907
2017-05-15 2017-03-31 13F WELLS FARGO & CO COM 949746101 1,850 0 0.00 103 0.98 0.4808
2017-02-14 2016-12-31 13F WELLS FARGO & CO COM 949746101 1,850 1,000 117.65 102 168.42 0.5066
2016-11-14 2016-09-30 13F WELLS FARGO & CO COM 949746101 850 250 41.67 38 35.71 0.1983
2016-08-15 2016-06-30 13F WELLS FARGO & CO COM 949746101 600 400 200.00 28 180.00 0.1490
2016-05-16 2016-03-31 13F WELLS FARGO & CO COM 949746101 200 0 0.00 10 -9.09 0.0551
2016-02-16 2015-12-31 13F WELLS FARGO & CO COM 949746101 200 0 0.00 11 10.00 0.0647
2015-11-16 2015-09-30 13F WELLS FARGO & CO COM 949746101 200 0 0.00 10 -9.09 0.0587
2015-08-14 2015-06-30 13F WELLS FARGO & CO COM 949746101 200 0 0.00 11 0.00 0.0694
2015-05-15 2015-03-31 13F WELLS FARGO & CO COM 949746101 200 0 0.00 11 0.00 0.0727
2015-02-11 2014-12-31 13F WELLS FARGO & CO COM 949746101 200 0 0.00 11 10.00 0.0749
2014-11-14 2014-09-30 13F WELLS FARGO & CO COM 949746101 200 0 0.00 10 -9.09 0.0771
2014-08-14 2014-06-30 13F WELLS FARGO & CO COM 949746101 200 0 0.00 11 10.00 0.0866
2014-05-15 2014-03-31 13F WELLS FARGO & CO COM 949746101 200 0 0.00 10 11.11 0.0800
2014-02-14 2013-12-31 13F WELLS FARGO & CO COM 949746101 200 200 9 0.0886
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.