Wells Fargo & Company
PE ˙ BVL ˙ US9497461015
DIESES SYMBOL IST NICHT MEHR AKTIV
SecurityPE:WFC / Wells Fargo & Company
InstitutionTRUE Private Wealth Advisors
Latest Disclosed Ownership21,777 shares
Latest Disclosed Value $ 1,733,733
TRUE Private Wealth Advisors reports 0.47% increase in ownership of WFC / Wells Fargo & Company

On May 15, 2026 - TRUE Private Wealth Advisors filed a 13F-HR form disclosing ownership of 21,777 shares of Wells Fargo & Company (PE:WFC) valued at $1,733,733 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 21,675 shares of Wells Fargo & Company. This represents a change in shares of 0.47% 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)
2026-05-15 2026-03-31 13F WELLS FARGO COM 949746101 21,777 102 0.47 1,734 -14.21 0.1653
2026-02-13 2025-12-31 13F WELLS FARGO CO COM 949746101 21,675 -559 -2.51 2,020 8.43 0.2024
2025-11-14 2025-09-30 13F WELLS FARGO CO COM 949746101 22,234 1,733 8.45 1,864 13.46 0.1901
2025-08-11 2025-06-30 13F WELLS FARGO CO COM 949746101 20,501 211 1.04 1,643 12.77 0.1845
2025-05-15 2025-03-31 13F WELLS FARGO CO COM 949746101 20,290 -7 -0.03 1,457 2.18 0.1769
2025-02-13 2024-12-31 13F WELLS FARGO CO COM 949746101 20,297 -1,951 -8.77 1,426 13.46 0.1731
2024-11-14 2024-09-30 13F WELLS FARGO CO COM 949746101 22,248 -1,737 -7.24 1,257 -11.80 0.1499
2024-07-16 2024-06-30 13F WELLS FARGO CO COM 949746101 23,985 -600 -2.44 1,424 0.00 0.1613
2024-04-25 2024-03-31 13F WELLS FARGO CO COM 949746101 24,585 -1,122 -4.36 1,425 12.57 0.1634
2024-01-30 2023-12-31 13F WELLS FARGO CO COM 949746101 25,707 -30 -0.12 1,265 20.36 0.1601
2023-11-13 2023-09-30 13F WELLS FARGO CO COM 949746101 25,737 256 1.00 1,052 -3.31 0.1460
2023-08-11 2023-06-30 13F WELLS FARGO CO COM 949746101 25,481 0 0.00 1,088 14.18 0.1607
2023-05-11 2023-03-31 13F WELLS FARGO CO COM 949746101 25,481 -185 -0.72 952 -10.10 0.1409
2023-02-14 2022-12-31 13F WELLS FARGO CO COM 949746101 25,666 1 0.00 1,060 2.62 0.1632
2022-11-04 2022-09-30 13F WELLS FARGO CO NEW COM COM 949746101 25,665 0 0.00 1,032 2.69 0.1562
2022-07-28 2022-06-30 13F WELLS FARGO CO NEW COM COM 949746101 25,665 0 0.00 1,005 -14.83 0.1462
2022-05-09 2022-03-31 13F WELLS FARGO CO NEW COM COM 949746101 25,665 -80 -0.31 1,180 -4.45 0.1660
2022-02-11 2021-12-31 13F WELLS FARGO CO NEW COM COM 949746101 25,745 1,746 7.28 1,235 10.96 0.1758
2021-11-05 2021-09-30 13F Wells Fargo COM 949746101 23,999 1,042 4.54 1,113 7.12 0.1620
2021-08-10 2021-06-30 13F Wells Fargo COM 949746101 22,957 -3,487 -13.19 1,039 0.58 0.1543
2021-05-12 2021-03-31 13F Wells Fargo COM 949746101 26,444 4,116 18.43 1,033 53.49 0.1669
2021-01-11 2020-12-31 13F Wells Fargo COM 949746101 22,328 1,500 7.20 673 37.63 0.1128
2020-10-09 2020-09-30 13F Wells Fargo COM 949746101 20,828 -3,273 -13.58 489 -20.62 0.0835
2020-07-07 2020-06-30 13F Wells Fargo COM 949746101 24,101 -2,849 -10.57 616 -20.31 0.1127
2020-04-20 2020-03-31 13F Wells Fargo COM 949746101 26,950 -7,526 -21.83 773 -58.31 0.1646
2020-01-27 2019-12-31 13F Wells Fargo COM 949746101 34,476 3,144 10.03 1,854 17.34 0.2842
2019-10-09 2019-09-30 13F Wells Fargo COM 949746101 31,332 -6,474 -17.12 1,580 -11.63 0.2729
2019-08-01 2019-06-30 13F Wells Fargo COM 949746101 37,806 -1,920 -4.83 1,788 -6.83 0.3046
2019-04-25 2019-03-31 13F Wells Fargo COM 949746101 39,726 -3,688 -8.49 1,919 -4.05 0.3658
2019-01-14 2018-12-31 13F Wells Fargo COM 949746101 43,414 -849 -1.92 2,000 -99.91 0.3528
2018-10-18 2018-09-30 13F Wells Fargo COM 949746101 44,263 2,522 6.04 2,326,459 100,438.42 0.3274
2018-07-13 2018-06-30 13F Wells Fargo COM 949746101 41,741 -361 -0.86 2,314 4.90 0.3630
2018-04-25 2018-03-31 13F Wells Fargo COM 949746101 42,102 -573 -1.34 2,206 -14.79 0.3788
2018-01-19 2017-12-31 13F Wells Fargo COM 949746101 42,675 3,250 8.24 2,589 19.09 0.4487
2017-10-27 2017-09-30 13F Wells Fargo COM 949746101 39,425 -701 -1.75 2,174 -2.20 0.4898
2017-08-07 2017-06-30 13F Wells Fargo COM 949746101 40,126 1,607 4.17 2,223 5.26 0.5153
2017-04-20 2017-03-31 13F Wells Fargo COM 949746101 38,519 -1,449 -3.63 2,112 -5.46 0.4831
2017-02-14 2016-12-31 13F Wells Fargo COM 949746101 39,968 43 0.11 2,234 25.08 0.5456
2016-11-08 2016-09-30 13F Wells Fargo COM 949746101 39,925 -5,017 -11.16 1,786 -16.03 0.5726
2016-08-01 2016-06-30 13F Wells Fargo COM 949746101 44,942 -2,171 -4.61 2,127 -6.63 0.7116
2016-06-16 2016-03-31 13F/A-1 Wells Fargo COM 949746101 47,113 10,682 29.32 2,278 15.05 0.8859
2016-05-11 2016-03-31 13F Wells Fargo COM 949746101 47,113 2,278
2016-03-16 2015-12-31 13F WELLS FARGO COM 949746101 36,431 36,431 1,980 0.8713
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.