Wells Fargo & Company
MX ˙ BMV ˙ US9497461015
SecurityMX:WFC / Wells Fargo & Company
InstitutionDiligent Investors, LLC
Latest Disclosed Ownership16,594 shares
Latest Disclosed Value $ 1,321,038
Diligent Investors, LLC reports 0.08% increase in ownership of WFC / Wells Fargo & Company

On April 15, 2026 - Diligent Investors, LLC filed a 13F-HR form disclosing ownership of 16,594 shares of Wells Fargo & Company (MX:WFC) valued at $1,321,038 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 16,580 shares of Wells Fargo & Company. This represents a change in shares of 0.08% 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)
2026-04-15 2026-03-31 13F WELLS FARGO COM 949746101 16,594 14 0.08 1,321 -14.50 0.3272
2026-01-23 2025-12-31 13F WELLS FARGO CO COM 949746101 16,580 14 0.08 1,545 11.31 0.3800
2025-11-14 2025-09-30 13F WELLS FARGO CO COM 949746101 16,566 -448 -2.63 1,389 1.83 0.3510
2025-07-22 2025-06-30 13F WELLS FARGO CO COM 949746101 17,014 -86 -0.50 1,363 11.08 0.3229
2025-04-10 2025-03-31 13F WELLS FARGO CO COM 949746101 17,100 114 0.67 1,228 2.85 0.2987
2025-02-14 2024-12-31 13F WELLS FARGO CO COM 949746101 16,986 -1,086 -6.01 1,193 16.96 0.2736
2024-11-01 2024-09-30 13F WELLS FARGO CO COM 949746101 18,072 1,017 5.96 1,021 0.79 0.2369
2024-07-15 2024-06-30 13F WELLS FARGO CO COM 949746101 17,055 -284 -1.64 1,013 0.80 0.2509
2024-05-06 2024-03-31 13F WELLS FARGO CO COM 949746101 17,339 -604 -3.37 1,005 13.70 0.2521
2024-01-10 2023-12-31 13F WELLS FARGO CO COM 949746101 17,943 32 0.18 883 20.79 0.2427
2023-11-06 2023-09-30 13F WELLS FARGO CO COM 949746101 17,911 -2,690 -13.06 732 -16.84 0.2235
2023-07-24 2023-06-30 13F WELLS FARGO CO COM 949746101 20,601 5,263 34.31 879 53.40 0.2599
2023-05-11 2023-03-31 13F WELLS FARGO CO COM 949746101 15,338 110 0.72 573 -8.76 0.1770
2023-01-20 2022-12-31 13F WELLS FARGO CO COM 949746101 15,228 -467 -2.98 629 -0.48 0.2053
2022-10-14 2022-09-30 13F WELLS FARGO CO COM 949746101 15,695 -15 -0.10 631 2.60 0.2251
2022-07-13 2022-06-30 13F WELLS FARGO CO COM 949746101 15,710 607 4.02 615 -15.98 0.2104
2022-04-26 2022-03-31 13F WELLS FARGO CO COM 949746101 15,103 5 0.03 732 1.10 0.2124
2022-01-21 2021-12-31 13F WELLS FARGO CO COM 949746101 15,098 -289 -1.88 724 3.87 0.2024
2021-10-13 2021-09-30 13F WELLS FARGO CO COM 949746101 15,387 0 0.00 697 0.00 0.2371
2021-08-12 2021-06-30 13F WELLS FARGO CO COM 949746101 15,387 -40,763 -72.60 697 -68.23 0.2366
2021-04-23 2021-03-31 13F WELLS FARGO CO COM 949746101 56,150 15,454 37.97 2,194 78.66 0.8003
2021-02-09 2020-12-31 13F WELLS FARGO CO COM 949746101 40,696 -1,965 -4.61 1,228 22.43 0.4931
2020-11-09 2020-09-30 13F WELLS FARGO CO COM 949746101 42,661 27,644 184.08 1,003 161.20 0.4576
2020-07-09 2020-06-30 13F WELLS FARGO CO COM 949746101 15,017 2,665 21.58 384 8.17 0.1881
2020-04-29 2020-03-31 13F WELLS FARGO CO COM 949746101 12,352 -186 -1.48 355 -47.41 0.2124
2020-01-13 2019-12-31 13F WELLS FARGO CO COM 949746101 12,538 763 6.48 675 13.64 0.3052
2019-10-22 2019-09-30 13F WELLS FARGO CO COM 949746101 11,775 363 3.18 594 10.00 0.2902
2019-08-01 2019-06-30 13F WELLS FARGO CO COM 949746101 11,412 6,068 113.55 540 109.30 0.2684
2019-05-10 2019-03-31 13F WELLS FARGO CO COM 949746101 5,344 545 11.36 258 16.74 0.1470
2019-01-17 2018-12-31 13F WELLS FARGO CO COM 949746101 4,799 4,799 221 0.1450
2018-10-25 2018-09-30 13F WELLS FARGO CO COM 949746101 0 -3,606 -100.00 0 -100.00
2018-07-23 2018-06-30 13F WELLS FARGO CO COM 949746101 3,606 3,606 200 0.1218
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.