Wells Fargo & Company
MX ˙ BMV ˙ US9497461015
SecurityMX:WFC / Wells Fargo & Company
InstitutionEverett Harris & Co /ca/
Latest Disclosed Ownership25,452 shares
Latest Disclosed Value $ 2,026,234
Everett Harris & Co /ca/ reports 2.73% decrease in ownership of WFC / Wells Fargo & Company

On May 8, 2026 - Everett Harris & Co /ca/ filed a 13F-HR form disclosing ownership of 25,452 shares of Wells Fargo & Company (MX:WFC) valued at $2,026,234 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 26,166 shares of Wells Fargo & Company. This represents a change in shares of -2.73% 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 25,452 -714 -2.73 2,026 -16.90 0.0261
2026-02-11 2025-12-31 13F Wells Fargo COM 949746101 26,166 185 0.71 2,439 11.99 0.0295
2025-11-03 2025-09-30 13F Wells Fargo COM 949746101 25,981 60 0.23 2,178 4.87 0.0269
2025-08-08 2025-06-30 13F Wells Fargo COM 949746101 25,921 -1,600 -5.81 2,077 5.11 0.0266
2025-05-12 2025-03-31 13F Wells Fargo COM 949746101 27,521 900 3.38 1,976 5.67 0.0254
2025-01-24 2024-12-31 13F WELLS FARGO CO COM 949746101 26,621 -178 -0.66 1,870 23.53 0.0236
2024-10-18 2024-09-30 13F WELLS FARGO CO COM 949746101 26,799 -430 -1.58 1,514 -6.43 0.0188
2024-08-02 2024-06-30 13F WELLS FARGO CO COM 949746101 27,229 0 0.00 1,617 2.47 0.0207
2024-04-19 2024-03-31 13F WELLS FARGO CO COM 949746101 27,229 -710 -2.54 1,578 14.76 0.0209
2024-01-18 2023-12-31 13F WELLS FARGO CO COM 949746101 27,939 -1,078 -3.72 1,375 16.03 0.0197
2023-10-24 2023-09-30 13F WELLS FARGO CO COM 949746101 29,017 -1,508 -4.94 1,186 -8.99 0.0185
2023-07-27 2023-06-30 13F WELLS FARGO CO COM 949746101 30,525 -400 -1.29 1,303 12.73 0.0198
2023-04-25 2023-03-31 13F WELLS FARGO CO COM 949746101 30,925 -174 -0.56 1,156 -10.05 0.0187
2023-01-20 2022-12-31 13F WELLS FARGO CO COM 949746101 31,099 -500 -1.58 1,284 1.02 0.0221
2022-10-21 2022-09-30 13F WELLS FARGO CO COM 949746101 31,599 -100 -0.32 1,271 2.33 0.0234
2022-07-22 2022-06-30 13F WELLS FARGO CO COM 949746101 31,699 -8,487 -21.12 1,242 -36.21 0.0215
2022-04-22 2022-03-31 13F WELLS FARGO CO COM 949746101 40,186 -100 -0.25 1,947 0.72 0.0277
2022-02-02 2021-12-31 13F WELLS FARGO CO COM 949746101 40,286 -925 -2.24 1,933 1.05 0.0268
2021-11-03 2021-09-30 13F WELLS FARGO CO COM 949746101 41,211 -2,750 -6.26 1,913 -3.92 0.0302
2021-07-29 2021-06-30 13F WELLS FARGO CO COM 949746101 43,961 -1,375 -3.03 1,991 12.42 0.0318
2021-05-13 2021-03-31 13F WELLS FARGO CO COM 949746101 45,336 -30,960 -40.58 1,771 -23.10 0.0307
2021-02-04 2020-12-31 13F WELLS FARGO CO COM 949746101 76,296 16,838 28.32 2,303 64.74 0.0407
2020-11-03 2020-09-30 13F WELLS FARGO CO COM 949746101 59,458 -3,475 -5.52 1,398 -13.22 0.0273
2020-07-29 2020-06-30 13F WELLS FARGO CO COM 949746101 62,933 -8,210 -11.54 1,611 -21.11 0.0355
2020-04-29 2020-03-31 13F WELLS FARGO CO COM 949746101 71,143 7,008 10.93 2,042 -40.81 0.0526
2020-01-27 2019-12-31 13F Wells Fargo COM 949746101 64,135 -2,100 -3.17 3,450 3.26 0.0780
2019-11-06 2019-09-30 13F Wells Fargo COM 949746101 66,235 -52,825 -44.37 3,341 -40.70 0.0826
2019-08-13 2019-06-30 13F Wells Fargo COM 949746101 119,060 -67,400 -36.15 5,634 -37.47 0.1410
2019-05-13 2019-03-31 13F Wells Fargo COM 949746101 186,460 -3,521 -1.85 9,010 2.92 0.2337
2019-02-13 2018-12-31 13F Wells Fargo COM 949746101 189,981 -9,910 -4.96 8,754 -16.68 0.2486
2018-11-14 2018-09-30 13F Wells Fargo COM 949746101 199,891 13,650 7.33 10,506 1.75 0.2633
2018-07-27 2018-06-30 13F Wells Fargo COM 949746101 186,241 265 0.14 10,325 5.93 0.2812
2018-04-20 2018-03-31 13F Wells Fargo COM 949746101 185,976 22,983 14.10 9,747 -1.44 0.2700
2018-02-01 2017-12-31 13F/A-1 Wells Fargo COM 949746101 162,993 10,125 6.62 9,889 17.29 0.2757
2018-01-30 2017-12-31 13F Wells Fargo COM 949746101 152,868 0 8,431
2017-10-11 2017-09-30 13F Wells Fargo COM 949746101 152,868 11,790 8.36 8,431 7.85 0.2531
2017-08-03 2017-06-30 13F Wells Fargo COM 949746101 141,078 21,584 18.06 7,817 17.53 0.2419
2017-04-26 2017-03-31 13F Wells Fargo COM 949746101 119,494 2,229 1.90 6,651 2.92 0.2177
2017-02-07 2016-12-31 13F Wells Fargo COM 949746101 117,265 15,141 14.83 6,462 42.90 0.2269
2016-10-26 2016-09-30 13F Wells Fargo COM 949746101 102,124 -10,122 -9.02 4,522 -14.89 0.1599
2016-08-03 2016-06-30 13F Wells Fargo COM 949746101 112,246 48,440 75.92 5,313 72.16 0.1897
2016-04-26 2016-03-31 13F Wells Fargo COM 949746101 63,806 8,300 14.95 3,086 2.29 0.1109
2016-02-09 2015-12-31 13F Wells Fargo Bank COM 949746101 55,506 0 0.00 3,017 5.86 0.1053
2015-11-12 2015-09-30 13F Wells Fargo Bank COM 949746101 55,506 3,102 5.92 2,850 -3.29 0.1045
2015-08-12 2015-06-30 13F Wells Fargo Bank COM 949746101 52,404 572 1.10 2,947 4.50 0.1035
2015-05-12 2015-03-31 13F Wells Fargo Bank COM 949746101 51,832 1,034 2.04 2,820 1.26 0.0967
2015-02-11 2014-12-31 13F Wells Fargo Bank COM 949746101 50,798 0 0.00 2,785 5.69 0.0952
2014-11-06 2014-09-30 13F Wells Fargo Bank COM 949746101 50,798 0 0.00 2,635 -1.31 0.0950
2014-08-05 2014-06-30 13F Wells Fargo Bank COM 949746101 50,798 0 0.00 2,670 5.66 0.0986
2014-05-19 2014-03-31 13F Wells Fargo Bank COM 949746101 50,798 850 1.70 2,527 11.42 0.0940
2014-02-13 2013-12-31 13F Wells Fargo Bank COM 949746101 49,948 0 0.00 2,268 9.88 0.0848
2013-11-01 2013-09-30 13F Wells Fargo Bank COM 949746101 49,948 500 1.01 2,064 1.13 0.0842
2013-07-24 2013-06-30 13F Wells Fargo Bank COM 949746101 49,448 49,448 2,041 0.0851
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.