Wells Fargo & Company
MX ˙ BMV ˙ US9497461015
SecurityMX:WFC / Wells Fargo & Company
InstitutionAlps Advisors Inc
Latest Disclosed Ownership4,169 shares
Latest Disclosed Value $ 331,894
Alps Advisors Inc reports 11.18% decrease in ownership of WFC / Wells Fargo & Company

On May 8, 2026 - Alps Advisors Inc filed a 13F-HR form disclosing ownership of 4,169 shares of Wells Fargo & Company (MX:WFC) valued at $331,894 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 4,694 shares of Wells Fargo & Company. This represents a change in shares of -11.18% 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)
2026-05-08 2026-03-31 13F WELLS FARGO COM 949746101 4,169 -525 -11.18 332 -24.26 0.0016
2026-02-12 2025-12-31 13F WELLS FARGO CO COM 949746101 4,694 253 5.70 437 17.47 0.0025
2025-11-05 2025-09-30 13F WELLS FARGO CO COM 949746101 4,441 -1,360 -23.44 372 -19.83 0.0021
2025-08-11 2025-06-30 13F WELLS FARGO CO COM 949746101 5,801 -1,020 -14.95 465 -5.11 0.0027
2025-04-30 2025-03-31 13F WELLS FARGO CO COM 949746101 6,821 -5,617 -45.16 490 -43.99 0.0028
2025-02-13 2024-12-31 13F WELLS FARGO CO COM 949746101 12,438 -142 -1.13 874 22.96 0.0055
2024-11-12 2024-09-30 13F WELLS FARGO CO COM 949746101 12,580 -4,200 -25.03 711 -28.71 0.0048
2024-08-13 2024-06-30 13F WELLS FARGO CO COM 949746101 16,780 -2,074 -11.00 997 -8.79 0.0068
2024-05-14 2024-03-31 13F WELLS FARGO CO COM 949746101 18,854 -7,828 -29.34 1,093 -16.83 0.0077
2024-02-14 2023-12-31 13F WELLS FARGO CO COM 949746101 26,682 2,939 12.38 1,313 35.36 0.0103
2023-11-14 2023-09-30 13F WELLS FARGO CO COM 949746101 23,743 10,312 76.78 970 69.28 0.0081
2023-08-14 2023-06-30 13F WELLS FARGO CO COM 949746101 13,431 3,546 35.87 573 55.28 0.0050
2023-05-10 2023-03-31 13F WELLS FARGO CO COM 949746101 9,885 9,885 370 0.0033
2022-05-13 2022-03-31 13F WELLS FARGO CO COM 949746101 0 -13,059 -100.00 0 -100.00
2022-02-09 2021-12-31 13F WELLS FARGO CO COM 949746101 13,059 -1,419,491 -99.09 627 -99.06 0.0071
2021-11-15 2021-09-30 13F WELLS FARGO CO COM 949746101 1,432,550 7,550 0.53 66,484 3.02 0.6406
2021-08-11 2021-06-30 13F WELLS FARGO CO COM 949746101 1,425,000 0 0.00 64,538 15.92 0.5708
2021-05-07 2021-03-31 13F WELLS FARGO CO COM 949746101 1,425,000 0 0.00 55,675 29.46 0.5438
2021-02-03 2020-12-31 13F WELLS FARGO CO COM 949746101 1,425,000 0 0.00 43,007 28.37 0.4843
2020-11-05 2020-09-30 13F/A-1 WELLS FARGO CO COM 949746101 1,425,000 0 0.00 33,502 -8.16 0.4932
2020-11-04 2020-09-30 13F WELLS FARGO CO COM 949746101 1,425,000 0 33,502 429,368.2665
2020-08-05 2020-06-30 13F WELLS FARGO CO COM 949746101 1,425,000 -27,665 -1.90 36,480 -12.50 0.4891
2020-05-06 2020-03-31 13F WELLS FARGO CO COM 949746101 1,452,665 -3,729 -0.26 41,692 -46.79 0.6450
2020-02-07 2019-12-31 13F WELLS FARGO CO COM 949746101 1,456,394 -1,639 -0.11 78,354 6.54 0.6107
2019-11-04 2019-09-30 13F WELLS FARGO COMMON STOCK 949746101 1,458,033 17,889 1.24 73,543 7.92 0.5726
2019-08-07 2019-06-30 13F WELLS FARGO COMMON STOCK 949746101 1,440,144 206,544 16.74 68,148 14.33 0.5044
2019-05-01 2019-03-31 13F WELLS FARGO COMMON STOCK 949746101 1,233,600 -13,948 -1.12 59,608 3.69 0.4220
2019-02-04 2018-12-31 13F WELLS FARGO COMMON STOCK 949746101 1,247,548 -863,792 -40.91 57,487 -48.20 0.4461
2018-10-25 2018-09-30 13F WELLS FARGO COMMON STOCK 949746101 2,111,340 3,974 0.19 110,972 -5.02 0.7281
2018-08-02 2018-06-30 13F/A-2 Wells Fargo COMMON STOCK 949746101 2,107,366 1,242,117 143.56 116,833 157.64 0.7621
2018-07-31 2018-06-30 13F/A-1 Wells Fargo COMMON STOCK 949746101 2,059,432 -47,934 124,946 0.7989
2018-07-25 2018-06-30 13F Wells Fargo COMMON STOCK 949746101 2,059,432 1,194,183 124,946
2018-05-01 2018-03-31 13F Wells Fargo COMMON STOCK 949746101 865,249 39,417 4.77 45,348 -9.49 0.3609
2018-02-20 2017-12-31 13F/A-1 Wells Fargo COMMON STOCK 949746101 825,832 803,515 3,600.46 50,103 3,970.11 0.3469
2018-02-05 2017-12-31 13F Wells Fargo COMMON STOCK 949746101 825,832 803,515 50,103
2017-11-03 2017-09-30 13F Wells Fargo COMMON STOCK 949746101 22,317 4,228 23.37 1,231 22.85 0.0087
2017-08-03 2017-06-30 13F Wells Fargo COMMON STOCK 949746101 18,089 -699 -3.72 1,002 -4.21 0.0070
2017-05-12 2017-03-31 13F Wells Fargo COMMON STOCK 949746101 18,788 18,788 1,046 0.0072
2016-05-10 2016-03-31 13F WELLS FARGO Common Stock 949746101 0 0 0 0.0000
2015-05-15 2015-03-31 13F WELLS FARGO Common Stock 949746101 0 -10,597 -100.00 0 -100.00
2015-02-13 2014-12-31 13F WELLS FARGO Common Stock 949746101 10,597 -332,077 -96.91 581 -96.73 0.0046
2014-12-18 2014-09-30 13F/A-1 WELLS FARGO Common Stock 949746101 342,674 61,499 21.87 17,775 20.27 0.1381
2014-11-24 2014-09-30 13F WELLS FARGO Common Stock 949746101 342,674 17,775
2014-08-20 2014-06-30 13F/A-1 WELLS FARGO Common Stock 949746101 281,175 47,002 20.07 14,779 26.88 0.1269
2014-08-15 2014-06-30 13F INDUSTRIAL SELECT SECT SPDR ETF 949746101 259,838 14,047
2014-05-15 2014-03-31 13F WELLS FARGO Common Stock 949746101 234,173 -4,297 -1.80 11,648 7.73 0.1137
2014-02-11 2013-12-31 13F WELLS FARGO Common Stock 949746101 238,470 232,592 3,956.99 10,812 4,349.38 0.1094
2013-11-13 2013-09-30 13F WELLS FARGO Common Stock 949746101 5,878 5,878 243 0.0027
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.