Wells Fargo & Company
PE ˙ BVL ˙ US9497461015
DIESES SYMBOL IST NICHT MEHR AKTIV
SecurityPE:WFC / Wells Fargo & Company
InstitutionUnited Capital Financial Advisers, Llc
Latest Disclosed Ownership202,770 shares
Latest Disclosed Value $ 16,142,542
United Capital Financial Advisers, Llc reports 4.07% increase in ownership of WFC / Wells Fargo & Company

On May 15, 2026 - United Capital Financial Advisers, Llc filed a 13F-HR form disclosing ownership of 202,770 shares of Wells Fargo & Company (PE:WFC) valued at $16,142,542 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 194,849 shares of Wells Fargo & Company. This represents a change in shares of 4.07% 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 202,770 7,921 4.07 16,143 -11.11 0.0993
2026-02-17 2025-12-31 13F WELLS FARGO COMMON STOCK 949746101 194,849 6,210 3.29 18,160 14.85 0.1093
2025-11-14 2025-09-30 13F WELLS FARGO COMMON STOCK 949746101 188,639 3,023 1.63 15,812 6.32 0.1135
2025-08-11 2025-06-30 13F WELLS FARGO COMMON STOCK 949746101 185,616 -12,356 -6.24 14,872 4.64 0.1199
2025-05-13 2025-03-31 13F WELLS FARGO COMMON STOCK 949746101 197,972 -8,483 -4.11 14,212 -1.99 0.1216
2025-02-13 2024-12-31 13F WELLS FARGO COMMON STOCK 949746101 206,455 -5,813 -2.74 14,501 20.93 0.1224
2024-11-12 2024-09-30 13F WELLS FARGO COMMON STOCK 949746101 212,268 -6,300 -2.88 11,991 -7.62 0.0988
2024-08-14 2024-06-30 13F WELLS FARGO COMMON STOCK 949746101 218,568 -79,942 -26.78 12,981 -24.98 0.1115
2024-05-15 2024-03-31 13F WELLS FARGO COMMON STOCK 949746101 298,510 -32,832 -9.91 17,302 6.09 0.1425
2024-02-14 2023-12-31 13F WELLS FARGO COMMON STOCK 949746101 331,342 -187,174 -36.10 16,309 -23.02 0.1353
2023-11-14 2023-09-30 13F WELLS FARGO & CO (NEW) CMN COMMON STOCK 949746101 518,516 -12,931 -2.43 21,187 -6.60 0.1388
2023-08-14 2023-06-30 13F WELLS FARGO COMMON STOCK 949746101 531,447 -9,533 -1.76 22,682 12.17 0.1237
2023-08-15 2023-03-31 13F/A-1 WELLS FARGO COMMON STOCK 949746101 540,980 -18,793 -3.36 20,222 -12.51 0.1129
2023-05-15 2023-03-31 13F WELLS FARGO COMMON STOCK 949746101 547,287 -12,486 20,458 0.1123
2023-02-15 2022-12-31 13F Wells Fargo Common stock 949746101 559,773 169,690 43.50 23,113 47.32 0.1296
2022-11-14 2022-09-30 13F WELLS FARGO COMMON STOCK 949746101 390,083 -2,923 -0.74 15,689 1.92 0.0927
2022-08-11 2022-06-30 13F Wells Fargo Common stock 949746101 393,006 15,551 4.12 15,394 -15.84 0.0845
2022-05-16 2022-03-31 13F WELLS FARGO COMMON STOCK 949746101 377,455 -91,088 -19.44 18,291 -18.64 0.0889
2022-02-14 2021-12-31 13F WELLS FARGO COMMON STOCK 949746101 468,543 -9,903 -2.07 22,481 1.24 0.1035
2021-11-15 2021-09-30 13F Wells Fargo Common stock 949746101 478,446 81,211 20.44 22,205 23.42 0.1110
2021-08-13 2021-06-30 13F Wells Fargo Common stock 949746101 397,235 1,637 0.41 17,991 16.40 0.0906
2021-05-14 2021-03-31 13F Wells Fargo Common Stock 949746101 395,598 -49,805 -11.18 15,456 14.98 0.0855
2021-02-17 2020-12-31 13F Wells Fargo Common stock 949746101 445,403 -64,502 -12.65 13,442 12.13 0.0810
2020-11-13 2020-09-30 13F Wells Fargo Common Stock 949746101 509,905 -46,151 -8.30 11,988 -15.79 0.0782
2020-08-13 2020-06-30 13F Wells Fargo Common stock 949746101 556,056 22,011 4.12 14,235 -7.12 0.1035
2020-08-11 2020-03-31 13F/A-1 Wells Fargo Common Stock 949746101 534,045 -39,787 -6.93 15,327 -50.35 0.1266
2020-05-15 2020-03-31 13F Wells Fargo Common Stock 949746101 534,045 -39,787 15,327 126,627.0067
2020-02-14 2019-12-31 13F Wells Fargo Common Stock 949746101 573,832 69,133 13.70 30,872 21.27 0.1992
2020-02-14 2019-09-30 13F/A-1 Wells Fargo Common Stock 949746101 504,699 -27,286 -5.13 25,457 1.12 0.1780
2019-11-14 2019-09-30 13F Wells Fargo Common Stock 949746101 504,699 -27,286 25,457 179,432.3462
2019-08-13 2019-06-30 13F Wells Fargo Common Stock 949746101 531,985 64,767 13.86 25,174 11.51 0.1646
2019-05-14 2019-03-31 13F Wells Fargo Common Stock 949746101 467,218 26,345 5.98 22,576 11.13 0.1587
2019-02-14 2018-12-31 13F Wells Fargo Equities 949746101 440,873 -68,817 -13.50 20,315 -24.17 0.1614
2018-11-14 2018-09-30 13F Wells Fargo Common Stock 949746101 509,690 33,654 7.07 26,789 1.51 0.1883
2018-08-14 2018-06-30 13F Wells Fargo Common Stock 949746101 476,036 33,347 7.53 26,391 13.75 0.1967
2018-05-15 2018-03-31 13F Wells Fargo Common Stock 949746101 442,689 113,759 34.58 23,201 15.07 0.1769
2018-02-13 2017-12-31 13F Wells Fargo Common Stock 949746101 328,930 7,533 2.34 20,163 13.75 0.1592
2017-11-14 2017-09-30 13F Wells Fargo Common Stock 949746101 321,397 -7,187 -2.19 17,725 -2.65 0.1503
2017-08-11 2017-06-30 13F Wells Fargo Common Stock 949746101 328,584 -21,481 -6.14 18,207 -6.56 0.1630
2017-05-12 2017-03-31 13F Wells Fargo Common Stock 949746101 350,065 -13,520 -3.72 19,485 -2.75 0.1816
2017-02-15 2016-12-31 13F Wells Fargo Common Stock 949746101 363,585 38,468 11.83 20,037 39.18 0.1946
2016-11-14 2016-09-30 13F Wells Fargo Common Stock 949746101 325,117 82,984 34.27 14,396 26.50 0.1398
2016-08-15 2016-06-30 13F Wells Fargo Common Stock 949746101 242,133 4,828 2.03 11,380 -1.04 0.1159
2016-05-11 2016-03-31 13F Wells Fargo Common Stock 949746101 237,305 -43,455 -15.48 11,500 -24.65 0.1268
2016-02-11 2015-12-31 13F Wells Fargo Common Stock 949746101 280,760 8,967 3.30 15,262 9.35 0.1756
2015-11-13 2015-09-30 13F Wells Fargo Common Stock 949746101 271,793 29,637 12.24 13,957 2.48 0.1676
2015-08-11 2015-06-30 13F Wells Fargo Common Stock 949746101 242,156 13,916 6.10 13,619 8.29 0.1577
2015-05-14 2015-03-31 13F Wells Fargo & Co Common Stock 949746101 228,240 43,868 23.79 12,576 24.43 0.1537
2015-02-13 2014-12-31 13F Wells Fargo Common Stock 949746101 184,372 28,550 18.32 10,107 25.06 0.1523
2014-11-13 2014-09-30 13F Wells Fargo Common Stock 949746101 155,822 4,378 2.89 8,082 1.53 0.1403
2014-08-13 2014-06-30 13F Wells Fargo Common Stock 949746101 151,444 7,973 5.56 7,960 11.55 0.1477
2014-05-14 2014-03-31 13F Wells Fargo Common Stock 949746101 143,471 1,462 1.03 7,136 10.69 0.1520
2014-02-20 2013-12-31 13F/A-1 Wells Fargo Preferred Stock 949746101 142,009 74,464 110.24 6,447 130.99 0.2194
2014-02-13 2013-12-31 13F Wells Fargo Preferred Stock 949746101 142,009 6,447
2013-11-14 2013-09-30 13F Wells Fargo Common Stock 949746101 67,545 -69,815 -50.83 2,791 -50.77 0.0890
2013-08-14 2013-06-30 13F WELLS FARGO Common Stock 949746101 137,360 137,360 5,669 0.1506
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.