Wells Fargo & Company
PE ˙ BVL ˙ US9497461015
DIESES SYMBOL IST NICHT MEHR AKTIV
SecurityPE:WFC / Wells Fargo & Company
InstitutionUmb Bank N A/mo
Latest Disclosed Ownership150,885 shares
Latest Disclosed Value $ 12,011,954
Umb Bank N A/mo reports 2.65% decrease in ownership of WFC / Wells Fargo & Company

On May 11, 2026 - Umb Bank N A/mo filed a 13F-HR form disclosing ownership of 150,885 shares of Wells Fargo & Company (PE:WFC) valued at $12,011,954 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 154,987 shares of Wells Fargo & Company. This represents a change in shares of -2.65% 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)
2026-05-11 2026-03-31 13F WELLS FARGO COM 949746101 150,885 -4,102 -2.65 12,012 -16.84 0.1512
2026-02-13 2025-12-31 13F WELLS FARGO CO COM 949746101 154,987 16,125 11.61 14,445 24.10 0.1921
2025-11-04 2025-09-30 13F WELLS FARGO CO COM 949746101 138,862 47,946 52.74 11,639 59.79 0.1713
2025-07-11 2025-06-30 13F/A-01 WELLS FARGO CO COM 949746101 90,916 -3,124 -3.32 7,284 7.90 0.1135
2025-07-10 2025-06-30 13F WELLS FARGO CO COM 949746101 94,040 0 6,751 0.0979
2025-04-14 2025-03-31 13F WELLS FARGO CO COM 949746101 94,040 327 0.35 6,751 2.57 0.1112
2025-01-16 2024-12-31 13F WELLS FARGO COM 949746101 93,713 -202 -0.22 6,582 24.07 0.1041
2024-10-09 2024-09-30 13F WELLS FARGO COM 949746101 93,915 -7,798 -7.67 5,305 -12.17 0.0826
2024-07-29 2024-06-30 13F WELLS FARGO COM 949746101 101,713 58,388 134.77 6,041 140.54 0.0990
2024-04-26 2024-03-31 13F WELLS FARGO COM 949746101 43,325 -285,794 -86.84 2,511 -84.50 0.0398
2024-01-23 2023-12-31 13F WELLS FARGO COM 949746101 329,119 -18,212 -5.24 16,199 14.15 0.2368
2023-10-18 2023-09-30 13F WELLS FARGO COM 949746101 347,331 -5,049 -1.43 14,192 -5.64 0.2278
2023-07-25 2023-06-30 13F WELLS FARGO COM 949746101 352,380 45,585 14.86 15,040 31.15 0.2283
2023-04-11 2023-03-31 13F WELLS FARGO COM 949746101 306,795 -1,929 -0.62 11,468 95,458.33 0.1834
2023-01-10 2022-12-31 13F WELLS FARGO COM 949746101 308,724 -4,292 -1.37 13 -99.90 0.2015
2022-10-13 2022-09-30 13F WELLS FARGO COM 949746101 313,016 -24,224 -7.18 12,589 -4.70 0.2123
2022-07-20 2022-06-30 13F WELLS FARGO COM 949746101 337,240 -1,643 -0.48 13,210 -19.56 0.2057
2022-04-22 2022-03-31 13F WELLS FARGO COM 949746101 338,883 17 0.01 16,423 1.01 0.2173
2022-02-09 2021-12-31 13F WELLS FARGO COM 949746101 338,866 267,982 378.06 16,259 394.34 0.2053
2021-10-18 2021-09-30 13F Wells Fargo COMMON 949746101 70,884 -2,284 -3.12 3,289 -0.75 0.0740
2021-07-26 2021-06-30 13F Wells Fargo COMMON 949746101 73,168 40,484 123.86 3,314 159.51 0.0759
2021-04-15 2021-03-31 13F Wells Fargo COMMON 949746101 32,684 -11,755 -26.45 1,277 -4.77 0.0312
2021-02-04 2020-12-31 13F Wells Fargo COMMON 949746101 44,439 -22,803 -33.91 1,341 -22.08 0.0361
2020-10-16 2020-09-30 13F Wells Fargo COMMON 949746101 67,242 0 0.00 1,721 0.00 0.0533
2020-07-16 2020-06-30 13F Wells Fargo COMMON 949746101 67,242 -14,844 -18.08 1,721 -26.95 0.0533
2020-05-26 2020-03-31 13F Wells Fargo COMMON 949746101 82,086 -10,355 -11.20 2,356 -52.63 0.0844
2020-01-31 2019-12-31 13F Wells Fargo COMMON 949746101 92,441 -4,028 -4.18 4,974 2.24 0.1370
2019-10-30 2019-09-30 13F Wells Fargo COMMON 949746101 96,469 -904 -0.93 4,865 5.60 0.1168
2019-07-30 2019-06-30 13F Wells Fargo COMMON 949746101 97,373 -9,047 -8.50 4,607 -10.40 0.1131
2019-04-30 2019-03-31 13F Wells Fargo COMMON 949746101 106,420 -7,094 -6.25 5,142 -1.68 0.1568
2019-01-24 2018-12-31 13F Wells Fargo COMMON 949746101 113,514 -3,237 -2.77 5,230 -14.78 0.1597
2018-10-22 2018-09-30 13F Wells Fargo COMMON 949746101 116,751 -8,801 -7.01 6,137 -11.84 0.1823
2018-07-31 2018-06-30 13F Wells Fargo COMMON 949746101 125,552 -8,003 -5.99 6,961 -0.56 0.2210
2018-04-25 2018-03-31 13F Wells Fargo COMMON 949746101 133,555 -62,461 -31.87 7,000 -41.14 0.2261
2018-01-22 2017-12-31 13F Wells Fargo COMMON 949746101 196,016 -9,949 -4.83 11,893 4.70 0.3877
2017-10-11 2017-09-30 13F Wells Fargo COMMON 949746101 205,965 -196,306 -48.80 11,359 -49.04 0.3906
2017-08-02 2017-06-30 13F Wells Fargo COMMON 949746101 402,271 -17,448 -4.16 22,289 -4.59 0.7801
2017-04-24 2017-03-31 13F Wells Fargo COMMON 949746101 419,719 -81,653 -16.29 23,362 -15.45 0.8173
2017-01-18 2016-12-31 13F Wells Fargo COMMON 949746101 501,372 -105,734 -17.42 27,630 2.78 1.0170
2016-10-28 2016-09-30 13F Wells Fargo COMMON 949746101 607,106 9,914 1.66 26,882 -4.89 1.0831
2016-07-26 2016-06-30 13F Wells Fargo COMMON 949746101 597,192 -4,189 -0.70 28,265 -2.81 1.1893
2016-04-20 2016-03-31 13F Wells Fargo COMMON 949746101 601,381 7,609 1.28 29,083 -9.90 1.2399
2016-01-19 2015-12-31 13F Wells Fargo COMMON 949746101 593,772 4,512 0.77 32,277 6.67 1.4056
2015-10-28 2015-09-30 13F Wells Fargo COMMON 949746101 589,260 69,147 13.29 30,259 3.45 1.7776
2015-07-20 2015-06-30 13F Wells Fargo COMMON 949746101 520,113 30,435 6.22 29,251 9.81 1.3396
2015-04-17 2015-03-31 13F Wells Fargo COMMON 949746101 489,678 1,295 0.27 26,639 -0.50 1.2011
2015-01-23 2014-12-31 13F Wells Fargo COMMON 949746101 488,383 8,385 1.75 26,774 7.54 1.1975
2014-10-21 2014-09-30 13F Wells Fargo COMMON 949746101 479,998 3,506 0.74 24,897 -0.59 1.2147
2014-07-18 2014-06-30 13F Wells Fargo COMMON 949746101 476,492 -21,923 -4.40 25,044 1.02 1.1894
2014-04-30 2014-03-31 13F Wells Fargo COMMON 949746101 498,415 10,800 2.21 24,791 11.98 1.3885
2014-02-05 2013-12-31 13F Wells Fargo COMMON 949746101 487,615 -3,870 -0.79 22,138 9.01 1.2144
2013-11-05 2013-09-30 13F/A-1 Wells Fargo COMMON 949746101 491,485 -49,534 -9.16 20,308 -9.04 1.1722
2013-11-01 2013-09-30 13F Wells Fargo COMMON 949746101 541,019 22,327
2013-08-13 2013-06-30 13F Wells Fargo COMMON 949746101 541,019 541,019 22,327 1.3092
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.