Wells Fargo & Company
PE ˙ BVL ˙ US9497461015
DIESES SYMBOL IST NICHT MEHR AKTIV
SecurityPE:WFC / Wells Fargo & Company
InstitutionTCI Wealth Advisors, Inc.
Latest Disclosed Ownership4,201 shares
Latest Disclosed Value $ 334,416
TCI Wealth Advisors, Inc. reports 3.05% decrease in ownership of WFC / Wells Fargo & Company

On April 27, 2026 - TCI Wealth Advisors, Inc. filed a 13F-HR form disclosing ownership of 4,201 shares of Wells Fargo & Company (PE:WFC) valued at $334,416 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 4,333 shares of Wells Fargo & Company. This represents a change in shares of -3.05% 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 4,201 -132 -3.05 334 -17.12 0.0178
2026-02-02 2025-12-31 13F WELLS FARGO CO COM 949746101 4,333 -399 -8.43 404 1.77 0.0223
2025-10-14 2025-09-30 13F WELLS FARGO CO COM 949746101 4,732 855 22.05 397 27.74 0.0237
2025-07-16 2025-06-30 13F WELLS FARGO CO COM 949746101 3,877 -64 -1.62 311 9.93 0.0213
2025-04-21 2025-03-31 13F WELLS FARGO CO COM 949746101 3,941 -507 -11.40 283 -9.62 0.0226
2025-01-23 2024-12-31 13F WELLS FARGO CO COM 949746101 4,448 -393 -8.12 312 14.29 0.0261
2024-10-24 2024-09-30 13F WELLS FARGO CO COM 949746101 4,841 439 9.97 273 4.60 0.0231
2024-07-30 2024-06-30 13F WELLS FARGO CO COM 949746101 4,402 160 3.77 261 6.53 0.0247
2024-05-07 2024-03-31 13F WELLS FARGO CO COM 949746101 4,242 47 1.12 246 18.93 0.0242
2024-02-06 2023-12-31 13F WELLS FARGO CO COM 949746101 4,195 4,195 206 0.0220
2023-08-04 2023-06-30 13F WELLS FARGO CO COM 949746101 0 -4,074 -100.00 0 -100.00
2023-05-03 2023-03-31 13F WELLS FARGO CO COM 949746101 4,074 -1,654 -28.88 152 -35.59 0.0198
2023-02-07 2022-12-31 13F WELLS FARGO CO COM 949746101 5,728 794 16.09 237 19.19 0.0327
2022-11-08 2022-09-30 13F WELLS FARGO CO COM 949746101 4,934 252 5.38 198 8.20 0.0320
2022-07-19 2022-06-30 13F WELLS FARGO CO COM 949746101 4,682 833 21.64 183 -1.61 0.0280
2022-04-29 2022-03-31 13F WELLS FARGO CO COM 949746101 3,849 -114 -2.88 186 -2.11 0.0279
2022-01-24 2021-12-31 13F WELLS FARGO CO COM 949746101 3,963 1,299 48.76 190 53.23 0.0281
2021-10-29 2021-09-30 13F WELLS FARGO CO COM 949746101 2,664 -5 -0.19 124 2.48 0.0189
2021-08-02 2021-06-30 13F WELLS FARGO CO COM 949746101 2,669 14 0.53 121 16.35 0.0205
2021-04-29 2021-03-31 13F WELLS FARGO CO COM 949746101 2,655 1,060 66.46 104 116.67 0.0441
2021-01-21 2020-12-31 13F WELLS FARGO CO COM 949746101 1,595 -1,083 -40.44 48 -23.81 0.0215
2020-10-20 2020-09-30 13F WELLS FARGO CO COM 949746101 2,678 -274 -9.28 63 -17.11 0.0249
2020-07-20 2020-06-30 13F WELLS FARGO CO COM 949746101 2,952 -772 -20.73 76 -28.97 0.0325
2020-04-14 2020-03-31 13F WELLS FARGO CO COM 949746101 3,724 -691 -15.65 107 -55.04 0.0528
2020-01-27 2019-12-31 13F WELLS FARGO CO COM 949746101 4,415 -14 -0.32 238 6.73 0.0925
2019-10-17 2019-09-30 13F WELLS FARGO CO COM 949746101 4,429 -17 -0.38 223 6.19 0.0990
2019-07-23 2019-06-30 13F WELLS FARGO CO COM 949746101 4,446 -289 -6.10 210 -8.30 0.0946
2019-04-11 2019-03-31 13F WELLS FARGO CO COM 949746101 4,735 42 0.89 229 6.02 0.1007
2019-01-17 2018-12-31 13F WELLS FARGO CO COM 949746101 4,693 -9,388 -66.67 216 -70.81 0.1046
2018-11-02 2018-09-30 13F WELLS FARGO CO COM 949746101 14,081 -52 -0.37 740 -5.61 0.3094
2018-07-26 2018-06-30 13F WELLS FARGO CO COM 949746101 14,133 -191 -1.33 784 4.39 0.3486
2018-04-30 2018-03-31 13F WELLS FARGO CO COM 949746101 14,324 -623 -4.17 751 -17.20 0.3478
2018-02-01 2017-12-31 13F WELLS FARGO CO COM 949746101 14,947 -10 -0.07 907 9.94 0.3983
2017-10-24 2017-09-30 13F WELLS FARGO CO COM 949746101 14,957 -77 -0.51 825 -0.96 0.4037
2017-08-10 2017-06-30 13F WELLS FARGO CO COM 949746101 15,034 -891 -5.59 833 -5.98 0.4254
2017-05-04 2017-03-31 13F WELLS FARGO & CO COM 949746101 15,925 -5,742 -26.50 886 -25.80 0.4623
2017-02-10 2016-12-31 13F WELLS FARGO & CO COM 949746101 21,667 422 1.99 1,194 26.89 0.6261
2016-11-01 2016-09-30 13F WELLS FARGO & CO COM 949746101 21,245 95 0.45 941 -5.99 0.5117
2016-08-09 2016-06-30 13F Wells Fargo COM 949746101 21,150 -1,144 -5.13 1,001 -7.14 0.5555
2016-04-29 2016-03-31 13F WELLS FARGO & CO COM 949746101 22,294 2,275 11.36 1,078 -0.92 0.5975
2016-02-10 2015-12-31 13F WELLS FARGO & CO COM 949746101 20,019 2,746 15.90 1,088 22.66 0.6061
2015-11-02 2015-09-30 13F WELLS FARGO & CO COM 949746101 17,273 4,280 32.94 887 21.34 0.5345
2015-08-10 2015-06-30 13F WELLS FARGO & CO COM 949746101 12,993 1,328 11.38 731 15.12 0.4185
2015-04-30 2015-03-31 13F WELLS FARGO & CO COM 949746101 11,665 -177 -1.49 635 -2.16 0.3985
2015-02-06 2014-12-31 13F WELLS FARGO & CO COM 949746101 11,842 -135 -1.13 649 4.51 0.4016
2014-11-05 2014-09-30 13F WELLS FARGO & CO COM 949746101 11,977 -140 -1.16 621 -2.51 0.3914
2014-08-11 2014-06-30 13F WELLS FARGO & CO COM 949746101 12,117 -910 -6.99 637 -1.70 0.3834
2014-05-15 2014-03-31 13F WELLS FARGO & CO COM 949746101 13,027 -1,730 -11.72 648 -3.28 0.4225
2014-01-21 2013-12-31 13F Wells Fargo COM 949746101 14,757 1,959 15.31 670 26.65 0.4203
2013-10-25 2013-09-30 13F Wells Fargo COM 949746101 12,798 38 0.30 529 0.38 0.4021
2013-09-12 2013-06-30 13F Wells Fargo COM 949746101 12,760 1,200 10.38 527 23.13 0.4002
2013-10-18 2013-03-31 13F Wells Fargo COM 949746101 11,560 -448 -3.73 428 4.39 0.4698
2013-10-18 2012-12-31 13F Wells Fargo COM 949746101 12,008 12,008 410 0.4969
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.