Wells Fargo & Company
MX ˙ BMV ˙ US9497461015
SecurityMX:WFC / Wells Fargo & Company
InstitutionGraves-Light Private Wealth Management, Inc.
Latest Disclosed Ownership20,685 shares
Latest Disclosed Value $ 1,646,765
Graves-Light Private Wealth Management, Inc. reports 0.01% increase in ownership of WFC / Wells Fargo & Company

On April 8, 2026 - Graves-Light Private Wealth Management, Inc. filed a 13F-HR form disclosing ownership of 20,685 shares of Wells Fargo & Company (MX:WFC) valued at $1,646,765 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 9, 2026 disclosing 20,682 shares of Wells Fargo & Company. This represents a change in shares of 0.01% 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)
2026-04-08 2026-03-31 13F WELLS FARGO COM 949746101 20,685 3 0.01 1,647 -14.58 0.1713
2026-01-09 2025-12-31 13F WELLS FARGO CO COM 949746101 20,682 -20 -0.10 1,928 11.07 0.2044
2025-10-07 2025-09-30 13F WELLS FARGO CO COM 949746101 20,702 -376 -1.78 1,735 2.78 0.1926
2025-07-09 2025-06-30 13F WELLS FARGO CO COM 949746101 21,078 3 0.01 1,689 11.64 0.2009
2025-04-09 2025-03-31 13F WELLS FARGO CO COM 949746101 21,075 3 0.01 1,513 2.16 0.1857
2025-01-14 2024-12-31 13F WELLS FARGO CO COM 949746101 21,072 -37 -0.18 1,480 24.16 0.1840
2024-11-14 2024-09-30 13F WELLS FARGO CO NEW COM Stock 949746101 21,109 4 0.02 1,192 -6.73 0.1466
2024-08-14 2024-06-30 13F WELLS FARGO CO NEW COM Stock 949746101 21,105 3 0.01 1,279 4.50 0.1463
2024-05-13 2024-03-31 13F WELLS FARGO CO NEW COM Stock 949746101 21,102 -406 -1.89 1,223 15.60 0.1417
2024-05-13 2023-12-31 13F/A-1 WELLS FARGO CO NEW COM Stock 949746101 21,508 4 0.02 1,059 24.03 0.1315
2024-02-09 2023-12-31 13F WELLS FARGO CO NEW COM Stock 949746101 21,508 4 1,059 0.1315
2023-11-13 2023-09-30 13F WELLS FARGO CO NEW COM Stock 949746101 21,504 -790 -3.54 853 -10.30 0.1159
2023-08-14 2023-06-30 13F WELLS FARGO CO NEW COM Stock 949746101 22,294 426 1.95 952 16.40 0.1285
2023-05-15 2023-03-31 13F WELLS FARGO CO NEW COM Stock 949746101 21,868 3 0.01 817 -9.42 0.1266
2023-02-14 2022-12-31 13F WELLS FARGO CO NEW COM Stock 949746101 21,865 -46 -0.21 903 2.38 0.1389
2022-11-14 2022-09-30 13F WELLS FARGO CO COM 949746101 21,911 4 0.02 881 2.68 0.1469
2022-08-15 2022-06-30 13F WELLS FARGO CO NEW COM Stock 949746101 21,907 -264 -1.19 858 -20.11 0.1310
2022-05-13 2022-03-31 13F WELLS FARGO CO NEW COM Stock 949746101 22,171 3 0.01 1,074 0.94 0.1499
2022-02-14 2021-12-31 13F WELLS FARGO CO NEW COM Stock 949746101 22,168 -612 -2.69 1,064 0.66 0.1513
2021-11-15 2021-09-30 13F WELLS FARGO CO NEW COM Stock 949746101 22,780 150 0.66 1,057 3.12 0.1669
2021-07-12 2021-06-30 13F WELLS FARGO CO NEW COM Stock 949746101 22,630 -20 -0.09 1,025 15.82 0.1644
2021-04-09 2021-03-31 13F WELLS FARGO CO NEW COM Stock 949746101 22,650 2 0.01 885 29.39 0.1517
2021-02-04 2020-12-31 13F WELLS FARGO CO NEW COM Stock 949746101 22,648 -55 -0.24 684 28.09 0.1275
2020-11-10 2020-09-30 13F WELLS FARGO CO COM 949746101 22,703 -3,797 -14.33 534 -21.24 0.1181
2020-07-31 2020-06-30 13F WELLS FARGO CO COM 949746101 26,500 2,805 11.84 678 -0.29 0.1589
2020-04-29 2020-03-31 13F WELLS FARGO CO COM 949746101 23,695 305 1.30 680 -45.95 0.1833
2020-01-21 2019-12-31 13F WELLS FARGO CO COM 949746101 23,390 -25 -0.11 1,258 4.05 0.2644
2019-11-12 2019-09-30 13F WELLS FARGO CO COM 949746101 23,415 -326 -1.37 1,209 7.66 0.2668
2024-05-13 2019-06-30 13F/A-1 WELLS FARGO CO NEW COM Stock 949746101 23,741 -693 -2.84 1,123 -4.83 0.2688
2019-07-24 2019-06-30 13F WELLS FARGO CO COM 949746101 23,741 -693 1,123 0.2628
2024-05-10 2019-03-31 13F/A-1 WELLS FARGO CO NEW COM Stock 949746101 24,434 -328 -1.32 1,181 3.42 0.3007
2019-04-11 2019-03-31 13F WELLS FARGO CO COM 949746101 24,434 -328 1,181 0.2922
2019-01-26 2018-12-31 13F WELLS FARGO CO COM 949746101 24,762 24,762 1,141 0.3348
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.