Wells Fargo & Company
PE ˙ BVL ˙ US9497461015
DIESES SYMBOL IST NICHT MEHR AKTIV
SecurityPE:WFC / Wells Fargo & Company
InstitutionYHB Investment Advisors, Inc.
Latest Disclosed Ownership25,701 shares
Latest Disclosed Value $ 2,046,057
YHB Investment Advisors, Inc. ownership in WFC / Wells Fargo & Company

On April 10, 2026 - YHB Investment Advisors, Inc. filed a 13F-HR form disclosing ownership of 25,701 shares of Wells Fargo & Company (PE:WFC) valued at $2,046,057 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 25,701 shares of Wells Fargo & Company. This represents a change in shares of 0.00% 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)
2026-04-10 2026-03-31 13F WELLS FARGO COM 949746101 25,701 0 0.00 2,046 -14.57 0.1467
2026-01-16 2025-12-31 13F WELLS FARGO CO COM 949746101 25,701 0 0.00 2,395 11.19 0.1655
2025-10-08 2025-09-30 13F WELLS FARGO CO COM 949746101 25,701 -4,138 -13.87 2,154 -9.87 0.1575
2025-07-10 2025-06-30 13F WELLS FARGO CO COM 949746101 29,839 -2,153 -6.73 2,391 4.09 0.1846
2025-04-23 2025-03-31 13F WELLS FARGO CO COM 949746101 31,992 -1,057 -3.20 2,297 -1.08 0.1918
2025-01-22 2024-12-31 13F WELLS FARGO CO COM 949746101 33,049 -1,665 -4.80 2,321 18.42 0.1907
2024-10-22 2024-09-30 13F WELLS FARGO CO COM 949746101 34,714 -284 -0.81 1,961 -5.68 0.1624
2024-08-01 2024-06-30 13F WELLS FARGO CO NEW COM Stock 949746101 34,998 -6,316 -15.29 2,079 -13.20 0.1788
2024-08-15 2024-03-31 13F/A-1 WELLS FARGO CO NEW COM Stock 949746101 41,314 -5,718 -12.16 2,395 3.46 0.2124
2024-04-26 2024-03-31 13F WELLS FARGO CO NEW COM Stock 949746101 41,314 -5,718 2,395 0.2075
2024-01-29 2023-12-31 13F WELLS FARGO CO NEW COM Stock 949746101 47,032 -108,421 -69.75 2,315 -64.38 0.2242
2023-10-23 2023-09-30 13F WELLS FARGO CO NEW COM Stock 949746101 155,453 75,914 95.44 6,497 91.40 0.5997
2023-08-10 2023-06-30 13F WELLS FARGO CO NEW COM Stock 949746101 79,539 2,784 3.63 3,395 18.30 0.3167
2023-05-08 2023-03-31 13F WELLS FARGO CO NEW COM Stock 949746101 76,755 -834 -1.07 2,869 -10.43 0.2877
2023-01-12 2022-12-31 13F WELLS FARGO CO NEW COM Stock 949746101 77,589 5,213 7.20 3,204 10.03 0.3418
2022-11-03 2022-09-30 13F WELLS FARGO CO NEW COM Stock 949746101 72,376 9,609 15.31 2,911 18.38 0.3237
2022-07-14 2022-06-30 13F WELLS FARGO CO NEW COM Stock 949746101 62,767 27 0.04 2,459 -19.11 0.2593
2022-04-14 2022-03-31 13F WELLS FARGO CO NEW COM Stock 949746101 62,740 -18,653 -22.92 3,040 -22.15 0.2684
2022-01-18 2021-12-31 13F WELLS FARGO CO NEW COM Stock 949746101 81,393 -29,211 -26.41 3,905 -23.92 0.3094
2021-10-28 2021-09-30 13F WELLS FARGO CO NEW COM Stock 949746101 110,604 -473 -0.43 5,133 2.03 0.4425
2021-07-15 2021-06-30 13F WELLS FARGO CO NEW COM Stock 949746101 111,077 -25,458 -18.65 5,031 -15.95 0.4286
2021-04-22 2021-03-31 13F WELLS FARGO CO NEW COM Stock 949746101 136,535 -10,362 -7.05 5,986 35.03 0.5183
2021-01-21 2020-12-31 13F WELLS FARGO CO NEW COM Stock 949746101 146,897 27,148 22.67 4,433 57.48 0.4219
2020-11-02 2020-09-30 13F WELLS FARGO CO NEW COM Stock 949746101 119,749 50,983 74.14 2,815 59.94 0.3055
2020-07-20 2020-06-30 13F WELLS FARGO & CO COM 949746101 68,766 352 0.51 1,760 -10.34 0.2540
2020-04-16 2020-03-31 13F WELLS FARGO & CO COM 949746101 68,414 -2,268 -3.21 1,963 -48.38 0.3385
2020-01-27 2019-12-31 13F WELLS FARGO & CO COM 949746101 70,682 -571 -0.80 3,803 5.82 0.5428
2019-10-15 2019-09-30 13F WELLS FARGO & CO COM 949746101 71,253 -50 -0.07 3,594 6.52 0.5483
2019-07-15 2019-06-30 13F WELLS FARGO & CO COM 949746101 71,303 -22,764 -24.20 3,374 -25.76 0.5358
2019-04-29 2019-03-31 13F WELLS FARGO & CO COM 949746101 94,067 5,217 5.87 4,545 11.02 0.7118
2019-01-11 2018-12-31 13F WELLS FARGO & CO COM 949746101 88,850 7,111 8.70 4,094 -4.70 0.7315
2018-10-29 2018-09-30 13F WELLS FARGO & CO COM 949746101 81,739 -5,067 -5.84 4,296 -10.74 0.6486
2018-07-09 2018-06-30 13F WELLS FARGO & CO COM 949746101 86,806 9,628 12.48 4,813 18.99 0.7869
2018-04-16 2018-03-31 13F WELLS FARGO & CO COM 949746101 77,178 13,057 20.36 4,045 3.98 0.6859
2018-01-16 2017-12-31 13F WELLS FARGO & CO COM 949746101 64,121 -1,128 -1.73 3,890 8.12 0.6629
2017-11-06 2017-09-30 13F WELLS FARGO & CO COM 949746101 65,249 -3,174 -4.64 3,598 -5.09 0.6435
2017-07-31 2017-06-30 13F WELLS FARGO & CO COM 949746101 68,423 41,930 158.27 3,791 165.85 0.6504
2017-05-10 2017-03-31 13F WELLS FARGO & CO COM 949746101 26,493 -18,643 -41.30 1,426 -42.66 0.2738
2017-02-10 2016-12-31 13F WELLS FARGO & CO COM 949746101 45,136 -283 -0.62 2,487 23.67 0.5179
2016-10-24 2016-09-30 13F WELLS FARGO & CO COM 949746101 45,419 2,015 4.64 2,011 -2.09 0.4855
2016-07-22 2016-06-30 13F WELLS FARGO & CO COM 949746101 43,404 4,823 12.50 2,054 10.08 0.4517
2016-04-19 2016-03-31 13F WELLS FARGO & CO COM 949746101 38,581 2,705 7.54 1,866 -4.31 0.5037
2016-01-29 2015-12-31 13F WELLS FARGO & CO COM 949746101 35,876 5,087 16.52 1,950 23.34 0.4421
2015-10-28 2015-09-30 13F WELLS FARGO & CO COM 949746101 30,789 4,107 15.39 1,581 5.33 0.3734
2015-07-30 2015-06-30 13F WELLS FARGO & CO COM 949746101 26,682 7,518 39.23 1,501 43.91 0.3274
2015-04-20 2015-03-31 13F WELLS FARGO & CO COM 949746101 19,164 19,164 1,043 0.2340
2015-01-30 2014-12-31 13F WELLS FARGO & CO COM 949746101 0 -16,324 -100.00 0 -100.00
2014-10-14 2014-09-30 13F WELLS FARGO & CO COM 949746101 16,324 2,306 16.45 847 14.93 0.2033
2014-07-29 2014-06-30 13F WELLS FARGO & CO COM 949746101 14,018 464 3.42 737 9.35 0.1778
2014-05-01 2014-03-31 13F WELLS FARGO & CO COM 949746101 13,554 3,716 37.77 674 50.78 0.1712
2014-01-14 2013-12-31 13F WELLS FARGO & CO COM 949746101 9,838 193 2.00 447 12.03 0.1200
2013-10-15 2013-09-30 13F WELLS FARGO & CO COM 949746101 9,645 -1,609 -14.30 399 -14.01 0.1180
2013-07-23 2013-06-30 13F WELLS FARGO & CO COM 949746101 11,254 11,254 464 0.1446
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.