Wells Fargo & Company
MX ˙ BMV ˙ US9497461015
SecurityMX:WFC / Wells Fargo & Company
InstitutionGreenwood Gearhart Inc
Latest Disclosed Ownership41,939 shares
Latest Disclosed Value $ 3,338,743
Greenwood Gearhart Inc reports 5.01% increase in ownership of WFC / Wells Fargo & Company

On May 6, 2026 - Greenwood Gearhart Inc filed a 13F-HR form disclosing ownership of 41,939 shares of Wells Fargo & Company (MX:WFC) valued at $3,338,743 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 39,939 shares of Wells Fargo & Company. This represents a change in shares of 5.01% 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)
2026-05-06 2026-03-31 13F WELLS FARGO COM 949746101 41,939 2,000 5.01 3,339 -10.32 0.1806
2026-02-04 2025-12-31 13F WELLS FARGO CO COM 949746101 39,939 27,700 226.33 3,722 263.12 0.2048
2025-11-12 2025-09-30 13F WELLS FARGO CO COM 949746101 12,239 0 0.00 1,026 4.59 0.0591
2025-07-24 2025-06-30 13F WELLS FARGO CO COM 949746101 12,239 8,649 240.92 981 281.32 0.0612
2025-05-06 2025-03-31 13F WELLS FARGO CO COM 949746101 3,590 -271 -7.02 258 -5.17 0.0178
2025-02-13 2024-12-31 13F Wells Fargo Stock 949746101 3,861 3,861 271 0.0187
2024-05-15 2024-03-31 13F Wells Fargo Stock 949746101 0 -1,290 -100.00 0 -100.00
2024-02-13 2023-12-31 13F Wells Fargo Stock 949746101 1,290 1,290 63 0.0067
2022-08-16 2022-06-30 13F Wells Fargo Stock 949746101 0 -6,128 -100.00 0 -100.00
2022-05-16 2022-03-31 13F Wells Fargo Stock 949746101 6,128 -123,434 -95.27 297 -95.22 0.0408
2022-02-15 2021-12-31 13F Wells Fargo Stock 949746101 129,562 1,377 1.07 6,217 4.50 0.8570
2021-11-15 2021-09-30 13F Wells Fargo Stock 949746101 128,185 4,626 3.74 5,949 6.31 0.9219
2021-08-13 2021-06-30 13F Wells Fargo Stock 949746101 123,559 1,206 0.99 5,596 17.07 0.9023
2021-05-13 2021-03-31 13F Wells Fargo Stock 949746101 122,353 -625 -0.51 4,780 28.81 0.8511
2021-02-16 2020-12-31 13F Wells Fargo Stock 949746101 122,978 13,718 12.56 3,711 44.45 0.7225
2020-11-13 2020-09-30 13F Wells Fargo Stock 949746101 109,260 7,061 6.91 2,569 -1.80 0.5953
2020-08-07 2020-06-30 13F Wells Fargo Stock 949746101 102,199 10,060 10.92 2,616 -1.06 0.6887
2020-05-14 2020-03-31 13F Wells Fargo Stock 949746101 92,139 5,891 6.83 2,644 -43.02 0.8637
2020-01-31 2019-12-31 13F Wells Fargo Stock 949746101 86,248 941 1.10 4,640 7.83 1.1965
2019-11-14 2019-09-30 13F Wells Fargo Stock 949746101 85,307 -77,928 -47.74 4,303 -44.29 1.1877
2019-08-07 2019-06-30 13F Wells Fargo Stock 949746101 163,235 27,556 20.31 7,724 17.82 2.0692
2019-05-15 2019-03-31 13F Wells Fargo Stock 949746101 135,679 3,704 2.81 6,556 7.81 1.9233
2019-01-28 2018-12-31 13F Wells Fargo Stock 949746101 131,975 3,382 2.63 6,081 -10.03 2.0251
2018-11-15 2018-09-30 13F Wells Fargo Stock 949746101 128,593 6,684 5.48 6,759 0.00 1.8946
2018-08-08 2018-06-30 13F Wells Fargo Stock 949746101 121,909 6,122 5.29 6,759 11.39 2.0178
2018-05-15 2018-03-31 13F Wells Fargo Stock 949746101 115,787 10,555 10.03 6,068 -4.95 1.8518
2018-02-12 2017-12-31 13F Wells Fargo Stock 949746101 105,232 12,955 14.04 6,384 25.45 2.0341
2017-11-15 2017-09-30 13F WELLS FARGO CO NEW COM Stock 949746101 92,277 9,253 11.14 5,089 10.63 1.8362
2017-08-16 2017-06-30 13F WELLS FARGO CO NEW COM Stock 949746101 83,024 2,199 2.72 4,600 2.24 1.7581
2017-05-16 2017-03-31 13F WELLS FARGO CO NEW COM Stock 949746101 80,825 6,559 8.83 4,499 9.92 1.6876
2017-02-15 2016-12-31 13F WELLS FARGO & CO NEW COM Stock 949746101 74,266 -431 -0.58 4,093 23.73 1.6662
2016-11-15 2016-09-30 13F WELLS FARGO & CO NEW COM Stock 949746101 74,697 -567 -0.75 3,308 -7.13 1.3585
2016-08-15 2016-06-30 13F WELLS FARGO & CO NEW COM Stock 949746101 75,264 1,816 2.47 3,562 0.28 1.5109
2016-05-12 2016-03-31 13F Wells Fargo COM 949746101 73,448 5,090 7.45 3,552 -4.41 1.5293
2016-02-17 2015-12-31 13F Wells Fargo COM 949746101 68,358 1,874 2.82 3,716 8.85 1.6619
2015-11-05 2015-09-30 13F Wells Fargo COM 949746101 66,484 66,484 3,414 1.6252
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.