Wells Fargo & Company
MX ˙ BMV ˙ US9497461015
SecurityMX:WFC / Wells Fargo & Company
InstitutionNeumann Capital Management, LLC
Latest Disclosed Ownership13,622 shares
Latest Disclosed Value $ 1,084,447
Neumann Capital Management, LLC ownership in WFC / Wells Fargo & Company

On April 13, 2026 - Neumann Capital Management, LLC filed a 13F-HR form disclosing ownership of 13,622 shares of Wells Fargo & Company (MX:WFC) valued at $1,084,447 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 13,622 shares of Wells Fargo & Company. This represents a change in shares of 0.00% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-13 2026-03-31 13F WELLS FARGO COM 949746101 13,622 0 0.00 1,084 -14.58 0.3194
2026-01-14 2025-12-31 13F WELLS FARGO CO COM 949746101 13,622 0 0.00 1,270 11.22 0.3668
2025-10-16 2025-09-30 13F WELLS FARGO CO COM 949746101 13,622 0 0.00 1,142 4.58 0.3340
2025-07-17 2025-06-30 13F WELLS FARGO CO COM 949746101 13,622 0 0.00 1,091 11.67 0.3432
2025-04-16 2025-03-31 13F WELLS FARGO CO COM 949746101 13,622 0 0.00 978 2.20 0.3381
2025-01-21 2024-12-31 13F WELLS FARGO CO COM 949746101 13,622 0 0.00 957 24.32 0.3179
2024-11-06 2024-09-30 13F WELLS FARGO CO COM 949746101 13,622 0 0.00 770 -4.94 0.2560
2024-08-09 2024-06-30 13F WELLS FARGO CO COM 949746101 13,622 0 0.00 809 2.53 0.2780
2024-05-08 2024-03-31 13F WELLS FARGO CO COM 949746101 13,622 0 0.00 790 17.76 0.2815
2024-02-07 2023-12-31 13F WELLS FARGO CO COM 949746101 13,622 0 0.00 670 20.50 0.2660
2023-11-03 2023-09-30 13F WELLS FARGO CO COM 949746101 13,622 0 0.00 557 -4.30 0.2426
2023-08-10 2023-06-30 13F WELLS FARGO CO COM 949746101 13,622 -2,400 -14.98 581 -2.84 0.2407
2023-05-02 2023-03-31 13F WELLS FARGO CO COM 949746101 16,022 0 0.00 599 -9.53 0.2632
2023-02-06 2022-12-31 13F WELLS FARGO CO COM 949746101 16,022 -1,500 -8.56 662 -6.24 0.3105
2022-11-14 2022-09-30 13F WELLS FARGO CO COM 949746101 17,522 0 0.00 705 2.77 0.3627
2022-07-20 2022-06-30 13F WELLS FARGO CO COM 949746101 17,522 -4,000 -18.59 686 -34.23 0.3476
2022-05-09 2022-03-31 13F WELLS FARGO CO COM 949746101 21,522 -1,000 -4.44 1,043 -3.52 0.4431
2022-02-03 2021-12-31 13F WELLS FARGO CO COM 949746101 22,522 0 0.00 1,081 3.44 0.4404
2021-11-01 2021-09-30 13F WELLS FARGO CO COM 949746101 22,522 -1,129 -4.77 1,045 -2.43 0.4691
2021-07-21 2021-06-30 13F WELLS FARGO CO COM 949746101 23,651 0 0.00 1,071 15.91 0.4810
2021-05-13 2021-03-31 13F WELLS FARGO CO COM 949746101 23,651 0 0.00 924 29.41 0.4393
2021-02-04 2020-12-31 13F WELLS FARGO CO COM 949746101 23,651 0 0.00 714 28.42 0.3603
2020-11-02 2020-09-30 13F WELLS FARGO CO COM 949746101 23,651 129 0.55 556 -7.64 0.3195
2020-07-23 2020-06-30 13F WELLS FARGO CO COM 949746101 23,522 0 0.00 602 -10.81 0.3685
2020-05-13 2020-03-31 13F WELLS FARGO CO COM 949746101 23,522 0 0.00 675 -46.68 0.4912
2020-01-24 2019-12-31 13F WELLS FARGO CO COM 949746101 23,522 -1,900 -7.47 1,266 -1.25 0.7348
2019-10-28 2019-09-30 13F WELLS FARGO CO COM 949746101 25,422 -3,450 -11.95 1,282 -6.15 0.7925
2019-07-25 2019-06-30 13F WELLS FARGO CO COM 949746101 28,872 -8,300 -22.33 1,366 -23.94 0.8471
2019-05-09 2019-03-31 13F WELLS FARGO CO COM 949746101 37,172 -2,865 -7.16 1,796 -2.66 1.1482
2019-01-29 2018-12-31 13F WELLS FARGO CO COM 949746101 40,037 -2,450 -5.77 1,845 -17.38 1.3889
2018-11-01 2018-09-30 13F WELLS FARGO CO COM 949746101 42,487 1,210 2.93 2,233 -2.40 1.3147
2018-08-10 2018-06-30 13F WELLS FARGO CO COM 949746101 41,277 -4,900 -10.61 2,288 -5.45 1.4368
2018-05-09 2018-03-31 13F WELLS FARGO CO COM 949746101 46,177 17,812 62.80 2,420 40.62 1.5400
2018-02-05 2017-12-31 13F WELLS FARGO CO COM 949746101 28,365 -1,100 -3.73 1,721 5.91 1.0542
2017-11-14 2017-09-30 13F WELLS FARGO CO COM 949746101 29,465 -700 -2.32 1,625 -2.75 1.0060
2017-08-07 2017-06-30 13F WELLS FARGO CO COM 949746101 30,165 0 0.00 1,671 -0.48 1.0754
2017-05-10 2017-03-31 13F WELLS FARGO & CO COM 949746101 30,165 -400 -1.31 1,679 -0.30 1.0887
2017-02-03 2016-12-31 13F WELLS FARGO & CO COM 949746101 30,565 0 0.00 1,684 24.46 1.0854
2016-11-02 2016-09-30 13F WELLS FARGO & CO COM 949746101 30,565 -2,100 -6.43 1,353 -12.48 0.8995
2016-08-10 2016-06-30 13F WELLS FARGO & CO COM 949746101 32,665 0 0.00 1,546 -2.15 1.0265
2016-05-02 2016-03-31 13F WELLS FARGO & CO COM 949746101 32,665 400 1.24 1,580 -9.92 1.0401
2016-02-02 2015-12-31 13F WELLS FARGO & CO COM 949746101 32,265 0 0.00 1,754 5.85 1.2191
2015-11-10 2015-09-30 13F WELLS FARGO & CO COM 949746101 32,265 0 0.00 1,657 -8.71 1.1708
2015-08-06 2015-06-30 13F WELLS FARGO & CO COM 949746101 32,265 0 0.00 1,815 3.42 1.1595
2015-04-30 2015-03-31 13F WELLS FARGO & CO COM 949746101 32,265 32,265 1,755 1.1204
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.