Wells Fargo & Company
PE ˙ BVL ˙ US9497461015
DIESES SYMBOL IST NICHT MEHR AKTIV
SecurityPE:WFC / Wells Fargo & Company
InstitutionVisionary Wealth Advisors
Latest Disclosed Ownership11,171 shares
Latest Disclosed Value $ 889,304
Visionary Wealth Advisors reports 7.94% decrease in ownership of WFC / Wells Fargo & Company

On May 13, 2026 - Visionary Wealth Advisors filed a 13F-HR form disclosing ownership of 11,171 shares of Wells Fargo & Company (PE:WFC) valued at $889,304 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 12,134 shares of Wells Fargo & Company. This represents a change in shares of -7.94% 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)
2026-05-13 2026-03-31 13F WELLS FARGO COM 949746101 11,171 -963 -7.94 889 -21.33 0.0393
2026-02-13 2025-12-31 13F WELLS FARGO CO COM 949746101 12,134 6,159 103.08 1,131 126.00 0.0510
2025-11-13 2025-09-30 13F WELLS FARGO CO COM 949746101 5,975 -3,356 -35.97 501 -33.07 0.0234
2025-08-14 2025-06-30 13F WELLS FARGO CO COM 949746101 9,331 3,887 71.40 748 91.54 0.0382
2025-05-14 2025-03-31 13F WELLS FARGO CO COM 949746101 5,444 -149 -2.66 391 -0.51 0.0235
2025-02-14 2024-12-31 13F WELLS FARGO CO COM 949746101 5,593 -165 -2.87 393 20.62 0.0230
2024-11-12 2024-09-30 13F WELLS FARGO CO COM 949746101 5,758 13 0.23 325 -4.69 0.0198
2024-08-13 2024-06-30 13F WELLS FARGO CO COM 949746101 5,745 -669 -10.43 341 -8.09 0.0223
2024-05-15 2024-03-31 13F WELLS FARGO CO COM 949746101 6,414 -790 -10.97 372 4.80 0.0251
2024-02-14 2023-12-31 13F WELLS FARGO CO COM 949746101 7,204 -533 -6.89 355 12.03 0.0261
2023-11-13 2023-09-30 13F WELLS FARGO CO COM 949746101 7,737 -793 -9.30 316 -13.19 0.0256
2023-08-11 2023-06-30 13F WELLS FARGO CO COM 949746101 8,530 -890 -9.45 364 3.41 0.0291
2023-05-15 2023-03-31 13F/A-1 WELLS FARGO CO COM 949746101 9,420 341 3.76 352 -6.13 0.0298
2023-05-15 2023-03-31 13F WELLS FARGO CO COM 949746101 9,420 341 0 0.0298
2023-02-14 2022-12-31 13F WELLS FARGO CO COM 949746101 9,079 1,642 22.08 375 25.42 0.0346
2022-11-14 2022-09-30 13F WELLS FARGO CO COM 949746101 7,437 -2,328 -23.84 299 -21.73 0.0311
2022-08-12 2022-06-30 13F WELLS FARGO CO COM 949746101 9,765 -5,813 -37.32 382 -49.40 0.0343
2022-05-12 2022-03-31 13F WELLS FARGO CO COM 949746101 15,578 4,023 34.82 755 36.28 0.0607
2022-02-14 2021-12-31 13F WELLS FARGO CO COM 949746101 11,555 4,526 64.39 554 69.94 0.0454
2021-11-12 2021-09-30 13F WELLS FARGO CO COM 949746101 7,029 -1,262 -15.22 326 -13.30 0.0336
2021-08-13 2021-06-30 13F WELLS FARGO CO COM 949746101 8,291 1,192 16.79 376 35.74 0.0378
2021-05-18 2021-03-31 13F WELLS FARGO CO COM 949746101 7,099 -101,770 -93.48 277 -91.57 0.0291
2021-02-16 2020-12-31 13F WELLS FARGO CO COM 949746101 108,869 3,020 2.85 3,286 32.02 0.3685
2020-11-16 2020-09-30 13F WELLS FARGO CO COM 949746101 105,849 19,301 22.30 2,489 12.32 0.3507
2020-08-14 2020-06-30 13F WELLS FARGO CO COM 949746101 86,548 28,997 50.38 2,216 34.14 0.3375
2020-05-15 2020-03-31 13F WELLS FARGO CO COM 949746101 57,551 8,505 17.34 1,652 -37.38 0.3114
2020-02-14 2019-12-31 13F WELLS FARGO CO COM 949746101 49,046 49,046 2,638 0.4721
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.