Wells Fargo & Company
US ˙ NYSE ˙ US9497461015

SecurityWFC / Wells Fargo & Company
InstitutionLarson Financial Group LLC
Latest Disclosed Ownership16,925 shares
Latest Disclosed Value $ 1,347,408
Larson Financial Group LLC reports 27.27% increase in ownership of WFC / Wells Fargo & Company

On May 15, 2026 - Larson Financial Group LLC filed a 13F-HR form disclosing ownership of 16,925 shares of Wells Fargo & Company (US:WFC) valued at $1,347,399 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 13,299 shares of Wells Fargo & Company. This represents a change in shares of 27.27% during the quarter. The current value of the position is $1,331,659 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)
2026-05-15 2026-03-31 13F WELLS FARGO COM 949746101 16,925 3,626 27.27 1,347 8.72 0.0404
2026-02-06 2025-12-31 13F WELLS FARGO CO COM 949746101 13,299 932 7.54 1,240 19.59 0.0412
2025-11-14 2025-09-30 13F WELLS FARGO CO COM 949746101 12,367 210 1.73 1,037 6.37 0.0362
2025-08-08 2025-06-30 13F WELLS FARGO CO COM 949746101 12,157 3,035 33.27 974 48.93 0.0390
2025-05-02 2025-03-31 13F WELLS FARGO CO COM 949746101 9,122 2,314 33.99 655 36.82 0.0310
2025-02-07 2024-12-31 13F WELLS FARGO CO COM 949746101 6,808 679 11.08 478 38.15 0.0247
2024-11-12 2024-09-30 13F WELLS FARGO CO COM 949746101 6,129 1,097 21.80 346 16.11 0.0196
2024-08-02 2024-06-30 13F WELLS FARGO CO COM 949746101 5,032 3,305 191.37 299 198.00 0.0204
2024-05-03 2024-03-31 13F WELLS FARGO CO COM 949746101 1,727 -810 -31.93 100 -19.35 0.0077
2024-02-01 2023-12-31 13F WELLS FARGO CO COM 949746101 2,537 -65 -2.50 125 16.98 0.0109
2023-11-03 2023-09-30 13F WELLS FARGO CO COM 949746101 2,602 142 5.77 106 1.92 0.0105
2023-08-03 2023-06-30 13F WELLS FARGO CO COM 949746101 2,460 -493 -16.69 105 -5.45 0.0105
2023-05-04 2023-03-31 13F WELLS FARGO CO COM 949746101 2,953 438 17.42 110 6.80 0.0120
2023-02-03 2022-12-31 13F WELLS FARGO CO COM 949746101 2,515 -157 -5.88 104 -3.74 0.0124
2022-11-03 2022-09-30 13F WELLS FARGO CO COM 949746101 2,672 -109 -3.92 107 -1.83 0.0152
2022-08-04 2022-06-30 13F WELLS FARGO CO COM 949746101 2,781 -941 -25.28 109 -39.44 0.0189
2022-05-05 2022-03-31 13F WELLS FARGO CO COM 949746101 3,722 262 7.57 180 8.43 0.0288
2022-02-03 2021-12-31 13F WELLS FARGO CO COM 949746101 3,460 2,702 356.46 166 374.29 0.0263
2021-11-04 2021-09-30 13F WELLS FARGO CO COM 949746101 758 -607 -44.47 35 -43.55 0.0069
2021-08-10 2021-06-30 13F WELLS FARGO CO COM 949746101 1,365 140 11.43 62 29.17 0.0144
2021-05-06 2021-03-31 13F/A-1 WELLS FARGO CO COM 949746101 1,225 170 16.11 48 50.00 0.0141
2021-04-08 2021-03-31 13F WELLS FARGO CO COM 949746101 1,055 0 32 0.0109
2021-01-14 2020-12-31 13F WELLS FARGO CO COM 949746101 1,055 -371 -26.02 32 -5.88 0.0109
2020-10-08 2020-09-30 13F WELLS FARGO CO COM 949746101 1,426 -5,621 -79.76 34 -81.11 0.0140
2020-07-10 2020-06-30 13F WELLS FARGO CO COM 949746101 7,047 3,881 122.58 180 97.80 0.0856
2020-04-09 2020-03-31 13F WELLS FARGO CO COM 949746101 3,166 2,216 233.26 91 78.43 0.0569
2020-01-10 2019-12-31 13F WELLS FARGO CO COM 949746101 950 534 128.37 51 142.86 0.0294
2019-10-11 2019-09-30 13F WELLS FARGO CO COM 949746101 416 3 0.73 21 5.00 0.0137
2019-07-16 2019-06-30 13F WELLS FARGO CO COM 949746101 413 4 0.98 20 0.00 0.0149
2019-04-05 2019-03-31 13F/A-1 WELLS FARGO CO COM 949746101 409 3 0.74 20 5.26 0.0158
2019-04-04 2019-03-31 13F WELLS FARGO CO COM 949746101 406 0 19 0.0176
2019-02-07 2018-12-31 13F WELLS FARGO CO COM 949746101 406 406 19 0.0176
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.