Wells Fargo & Company
PE ˙ BVL ˙ US9497461015
DIESES SYMBOL IST NICHT MEHR AKTIV
SecurityPE:WFC / Wells Fargo & Company
InstitutionStockman Wealth Management, Inc.
Latest Disclosed Ownership8,836 shares
Latest Disclosed Value $ 703,429
Stockman Wealth Management, Inc. reports 30.85% increase in ownership of WFC / Wells Fargo & Company

On April 13, 2026 - Stockman Wealth Management, Inc. filed a 13F-HR form disclosing ownership of 8,836 shares of Wells Fargo & Company (PE:WFC) valued at $703,429 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on January 29, 2026 disclosing 6,753 shares of Wells Fargo & Company. This represents a change in shares of 30.85% 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)
2026-04-13 2026-03-31 13F WELLS FARGO COM 949746101 8,836 2,083 30.85 703 11.76 0.0776
2026-01-29 2025-12-31 13F/A-1 WELLS FARGO CO COM 949746101 6,753 1,571 30.32 629 44.93 0.0733
2026-01-15 2025-12-31 13F WELLS FARGO CO COM 949746101 5,182 0 434 0.0539
2025-10-16 2025-09-30 13F WELLS FARGO CO COM 949746101 5,182 -750 -12.64 434 -8.63 0.0539
2025-07-17 2025-06-30 13F WELLSFARGOCONEW COM 949746101 5,932 1,788 43.15 475 59.93 0.0646
2025-04-17 2025-03-31 13F WELLS FARGO CO COM 949746101 4,144 74 1.82 297 4.21 0.0441
2025-01-28 2024-12-31 13F WELLS FARGO CO COM 949746101 4,070 -101 -2.42 286 21.28 0.0448
2024-11-04 2024-09-30 13F WELLS FARGO CO COM 949746101 4,171 -167 -3.85 236 -8.56 0.0366
2024-07-31 2024-06-30 13F WELLS FARGO CO COM 949746101 4,338 -526 -10.81 258 -8.54 0.0452
2024-04-17 2024-03-31 13F WELLS FARGO CO COM 949746101 4,864 175 3.73 282 22.17 0.0498
2024-02-01 2023-12-31 13F WELLS FARGO CO COM 949746101 4,689 -1,000 -17.58 231 -0.86 0.0460
2023-10-31 2023-09-30 13F WELLS FARGO CO COM 949746101 5,689 -659 -10.38 232 -14.07 0.0512
2023-08-02 2023-06-30 13F WELLS FARGO CO COM 949746101 6,348 -111 -1.72 271 12.03 0.0582
2023-05-04 2023-03-31 13F WELLS FARGO CO COM 949746101 6,459 -239 -3.57 241 -12.68 0.0540
2023-02-08 2022-12-31 13F WELLS FARGO CO COM 949746101 6,698 0 0.00 277 2.60 0.0635
2022-11-07 2022-09-30 13F WELLS FARGO CO COM 949746101 6,698 -325 -4.63 269 -2.18 0.0728
2022-07-28 2022-06-30 13F WELLS FARGO CO COM 949746101 7,023 -20 -0.28 275 -19.35 0.0701
2022-05-05 2022-03-31 13F WELLS FARGO CO COM 949746101 7,043 297 4.40 341 5.25 0.0707
2022-02-08 2021-12-31 13F WELLS FARGO CO COM 949746101 6,746 0 0.00 324 3.51 0.0661
2021-11-02 2021-09-30 13F WELLS FARGO CO COM 949746101 6,746 109 1.64 313 3.99 0.0697
2021-08-12 2021-06-30 13F WELLS FARGO CO COM 949746101 6,637 -650 -8.92 301 5.61 0.0719
2021-05-05 2021-03-31 13F WELLS FARGO CO COM 949746101 7,287 -350 -4.58 285 23.91 0.0794
2021-02-08 2020-12-31 13F WELLS FARGO CO COM 949746101 7,637 7,637 230 0.0705
2020-05-06 2020-03-31 13F WELLS FARGO CO COM 949746101 0 -5,072 -100.00 0 -100.00
2020-02-07 2019-12-31 13F WELLS FARGO CO COM 949746101 5,072 -280 -5.23 273 1.11 0.0969
2019-11-12 2019-09-30 13F WELLS FARGO CO COM 949746101 5,352 0 0.00 270 6.72 0.1035
2019-08-08 2019-06-30 13F WELLS FARGO CO COM 949746101 5,352 -1,850 -25.69 253 -27.30 0.1033
2019-05-07 2019-03-31 13F WELLS FARGO CO COM 949746101 7,202 0 0.00 348 4.82 0.1521
2019-02-08 2018-12-31 13F WELLS FARGO CO COM 949746101 7,202 460 6.82 332 -6.21 0.1586
2018-11-02 2018-09-30 13F WELLS FARGO CO COM 949746101 6,742 -290 -4.12 354 -9.23 0.1526
2018-08-13 2018-06-30 13F WELLS FARGO CO COM 949746101 7,032 260 3.84 390 9.86 0.1785
2018-05-10 2018-03-31 13F WELLS FARGO CO COM 949746101 6,772 -250 -3.56 355 -16.67 0.1625
2018-02-12 2017-12-31 13F WELLS FARGO CO COM 949746101 7,022 -3,472 -33.09 426 -26.42 0.1914
2017-11-14 2017-09-30 13F WELLS FARGO CO COM 949746101 10,494 6,863 189.01 579 188.06 0.2769
2017-08-09 2017-06-30 13F Wells Fargo & Co COM 949746101 3,631 -6,873 -65.43 201 -65.64 0.2005
2017-05-11 2017-03-31 13F Wells Fargo & Co COM 949746101 10,504 -46 -0.44 585 0.69 0.3325
2017-02-09 2016-12-31 13F Wells Fargo & Co COM 949746101 10,550 -9,594 -47.63 581 -34.87 0.3534
2016-10-31 2016-09-30 13F Wells Fargo & Co COM 949746101 20,144 3,670 22.28 892 14.36 0.5525
2016-08-12 2016-06-30 13F Wells Fargo & Co COM 949746101 16,474 7,021 74.27 780 70.68 0.6101
2016-05-12 2016-03-31 13F Wells Fargo & Co COM 949746101 9,453 0 0.00 457 -11.09 0.3626
2016-02-11 2015-12-31 13F Wells Fargo & Co COM 949746101 9,453 -1,015 -9.70 514 -4.46 0.4159
2015-11-05 2015-09-30 13F Wells Fargo & Co COM 949746101 10,468 4,611 78.73 538 63.53 0.4972
2015-07-30 2015-06-30 13F Wells Fargo & Co COM 949746101 5,857 15 0.26 329 3.46 0.2988
2015-04-23 2015-03-31 13F Wells Fargo & Co COM 949746101 5,842 5,842 318 0.2890
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.