Wells Fargo & Company
US ˙ NYSE ˙ US9497461015

SecurityWFC / Wells Fargo & Company
InstitutionCapital Analysts, Inc.
Latest Disclosed Ownership4,961 shares
Latest Disclosed Value $ 395
Capital Analysts, Inc. reports 54.93% increase in ownership of WFC / Wells Fargo & Company

On May 14, 2026 - Capital Analysts, Inc. filed a 13F-HR form disclosing ownership of 4,961 shares of Wells Fargo & Company (US:WFC) valued at $394,945 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 15, 2026 disclosing 3,202 shares of Wells Fargo & Company. The current value of the position is $390,331 USD.

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)
2026-05-14 2026-03-31 13F WELLS FARGO COM 949746101 4,961 1,759 54.93 0 0.0104
2026-05-15 2025-12-31 13F/A-2 WELLS FARGO CO COM 949746101 3,202 -772 -19.43 0 0.2691
2026-05-15 2025-12-31 13F/A-1 WELLS FARGO CO COM 949746101 1,140 -2,834 0 0.0024
2026-02-11 2025-12-31 13F WELLS FARGO CO COM 949746101 1,140 -2,834 0 0.0032
2025-11-14 2025-09-30 13F WELLS FARGO CO COM 949746101 3,974 -33 -0.82 0 0.0097
2025-08-13 2025-06-30 13F WELLS FARGO CO COM 949746101 4,007 4 0.10 0 0.0107
2025-05-14 2025-03-31 13F WELLS FARGO CO COM 949746101 4,003 4 0.10 0 0.0107
2025-02-14 2024-12-31 13F WELLS FARGO CO COM 949746101 3,999 759 23.43 0 0.0112
2024-11-13 2024-09-30 13F WELLS FARGO CO COM 949746101 3,240 119 3.81 0 0.0075
2024-08-14 2024-06-30 13F WELLS FARGO CO COM 949746101 3,121 404 14.87 0 0.0082
2024-05-14 2024-03-31 13F WELLS FARGO CO COM 949746101 2,717 17 0.63 0 0.0073
2024-01-30 2023-12-31 13F WELLS FARGO CO COM 949746101 2,700 301 12.55 0 0.0067
2023-11-13 2023-09-30 13F WELLS FARGO CO COM 949746101 2,399 -89 -3.58 0 0.0055
2023-08-11 2023-06-30 13F WELLS FARGO CO COM 949746101 2,488 100 4.19 0 0.0059
2023-05-05 2023-03-31 13F WELLS FARGO CO COM 949746101 2,388 15 0.63 0 0.0051
2023-02-08 2022-12-31 13F WELLS FARGO CO COM 949746101 2,373 -267 -10.11 0 0.0060
2022-11-14 2022-09-30 13F WELLS FARGO CO COM 949746101 2,640 -276 -9.47 0 0.0074
2022-08-12 2022-06-30 13F WELLS FARGO CO COM 949746101 2,916 12 0.41 0 0.0079
2022-05-12 2022-03-31 13F WELLS FARGO CO COM 949746101 2,904 143 5.18 0 0.0089
2022-02-10 2021-12-31 13F WELLS FARGO CO COM 949746101 2,761 9 0.33 0 0.0081
2021-11-04 2021-09-30 13F WELLS FARGO CO COM 949746101 2,752 300 12.23 0 0.0083
2021-11-15 2021-06-30 13F/A-1 WELLS FARGO CO COM 949746101 2,452 -8 -0.33 0 0.0075
2021-08-05 2021-06-30 13F WELLS FARGO CO COM 949746101 3,868 1,408 0 0.0110
2021-05-17 2021-03-31 13F WELLS FARGO CO COM 949746101 2,460 627 34.21 0 0.0066
2021-02-16 2020-12-31 13F WELLS FARGO CO COM 949746101 1,833 -940 -33.90 0 0.0048
2020-11-12 2020-09-30 13F WELLS FARGO CO COM 949746101 2,773 7 0.25 0 -100.00 0.0062
2020-08-07 2020-06-30 13F WELLS FARGO CO COM 949746101 2,766 33 1.21 71 -8.97 0.0075
2020-05-08 2020-03-31 13F WELLS FARGO CO COM 949746101 2,733 50 1.86 78 -45.83 0.0096
2020-02-12 2019-12-31 13F WELLS FARGO CO COM 949746101 2,683 1,767 192.90 144 213.04 0.0142
2019-11-12 2019-09-30 13F WELLS FARGO CO COM 949746101 916 916 46 0.0049
2019-05-13 2019-03-31 13F WELLS FARGO CO COM 949746101 0 -102 -100.00 0 -100.00
2019-02-13 2018-12-31 13F WELLS FARGO CO COM 949746101 102 -2,499 -96.08 5 -96.35 0.0007
2018-11-07 2018-09-30 13F/A-1 WELLS FARGO CO COM 949746101 2,601 0 0.00 137 -4.86 0.0156
2018-11-07 2018-09-30 13F WELLS FARGO CO COM 949746101 2,601 0 137
2018-11-07 2018-06-30 13F/A-1 WELLS FARGO CO COM 949746101 2,601 101 4.04 144 9.92 0.0171
2018-08-03 2018-06-30 13F WELLS FARGO CO COM 949746101 2,601 101 144
2018-05-14 2018-03-31 13F WELLS FARGO CO COM 949746101 2,500 -3,106 -55.40 131 -61.47 0.0162
2018-02-14 2017-12-31 13F/A-1 WELLS FARGO CO COM 949746101 5,606 0 0.00 340 10.03 0.0426
2018-02-12 2017-12-31 13F WELLS FARGO CO COM 949746101 24,059 18,453 3,642
2017-11-06 2017-09-30 13F WELLS FARGO CO COM 949746101 5,606 -2,045 -26.73 309 -26.95 0.0414
2017-08-08 2017-06-30 13F WELLS FARGO CO COM 949746101 7,651 0 0.00 424 -0.47 0.0605
2017-05-05 2017-03-31 13F WELLS FARGO & CO COM 949746101 7,651 226 3.04 426 3.91 0.0672
2017-02-10 2016-12-31 13F WELLS FARGO & CO COM 949746101 7,425 0 0.00 409 24.70 0.0716
2016-11-14 2016-09-30 13F * WELLS FARGO & CO COM 949746101 7,425 -10,219 -57.92 329 -60.72 0.0617
2016-07-14 2016-06-30 13F/A-1 * WELLS FARGO & CO COM 949746101 17,644 -3,887 -18.05 835 -19.79 0.1681
2016-07-14 2016-06-30 13F * WELLS FARGO & CO COM 949746101 41,207 3,331
2016-05-13 2016-03-31 13F * WELLS FARGO & CO COM 949746101 21,531 -1,716 -7.38 1,041 -17.58 0.2091
2016-02-16 2015-12-31 13F * WELLS FARGO & CO COM 949746101 23,247 99 0.43 1,264 6.31 0.2568
2015-11-13 2015-09-30 13F * WELLS FARGO & CO COM 949746101 23,148 15,278 194.13 1,189 168.78 0.2272
2015-08-14 2015-06-30 13F * WELLS FARGO & CO COM 949746101 7,870 -196 -2.43 443 0.91 0.0905
2015-04-30 2015-03-31 13F * WELLS FARGO & CO COM 949746101 8,066 486 6.41 439 5.54 0.0914
2015-02-13 2014-12-31 13F * WELLS FARGO & CO COM 949746101 7,580 392 5.45 416 11.56 0.0913
2014-11-12 2014-09-30 13F * WELLS FARGO & CO COM 949746101 7,188 -591 -7.60 373 -8.82 0.0875
2014-11-12 2014-06-30 13F * WELLS FARGO & CO COM 949746101 7,779 401 5.44 409 11.48 0.0996
2014-11-12 2014-03-31 13F * WELLS FARGO & CO COM 949746101 7,378 0 0.00 367 9.58 0.0960
2014-11-12 2013-12-31 13F * WELLS FARGO & CO COM 949746101 7,378 200 2.79 335 12.84 0.0911
2014-11-12 2013-09-30 13F * WELLS FARGO & CO COM 949746101 7,178 0 0.00 297 0.00 0.0888
2014-11-12 2013-06-30 13F * WELLS FARGO & CO COM 949746101 7,178 0 0.00 296 11.70 0.0935
2014-11-12 2013-03-31 13F * WELLS FARGO & CO COM 949746101 7,178 1,190 19.87 266 29.90 0.0891
2014-11-12 2012-12-31 13F * WELLS FARGO & CO COM 949746101 5,988 5,988 205 0.0825
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.