Wells Fargo & Company
MX ˙ BMV ˙ US9497461015
SecurityMX:WFC / Wells Fargo & Company
InstitutionPettyjohn, Wood & White, Inc
Latest Disclosed Ownership10,744 shares
Latest Disclosed Value $ 855,325
Pettyjohn, Wood & White, Inc reports 2.88% decrease in ownership of WFC / Wells Fargo & Company

On May 15, 2026 - Pettyjohn, Wood & White, Inc filed a 13F-HR form disclosing ownership of 10,744 shares of Wells Fargo & Company (MX:WFC) valued at $855,325 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 11,063 shares of Wells Fargo & Company. This represents a change in shares of -2.88% 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)
2026-05-15 2026-03-31 13F WELLS FARGO COM 949746101 10,744 -319 -2.88 855 -17.07 0.1362
2026-02-11 2025-12-31 13F WELLS FARGO CO COM 949746101 11,063 524 4.97 1,031 16.76 0.1616
2025-11-13 2025-09-30 13F WELLS FARGO CO COM 949746101 10,539 1 0.01 883 4.62 0.1458
2025-08-12 2025-06-30 13F WELLS FARGO CO COM 949746101 10,538 -37 -0.35 844 11.20 0.1508
2025-05-08 2025-03-31 13F WELLS FARGO CO COM 949746101 10,575 -576 -5.17 759 -3.07 0.1455
2025-02-05 2024-12-31 13F WELLS FARGO CO COM 949746101 11,151 1 0.01 783 24.48 0.1436
2024-11-12 2024-09-30 13F WELLS FARGO CO COM 949746101 11,150 -774 -6.49 630 -11.16 0.1160
2024-08-14 2024-06-30 13F WELLS FARGO CO COM 949746101 11,924 -592 -4.73 708 -2.34 0.1375
2024-05-08 2024-03-31 13F WELLS FARGO CO COM 949746101 12,516 -72 -0.57 725 17.12 0.1444
2024-02-14 2023-12-31 13F WELLS FARGO CO COM 949746101 12,588 -714 -5.37 620 14.00 0.1342
2023-11-14 2023-09-30 13F WELLS FARGO CO COM 949746101 13,302 681 5.40 544 0.93 0.1283
2023-08-10 2023-06-30 13F WELLS FARGO CO COM 949746101 12,621 90 0.72 539 14.96 0.1240
2023-04-25 2023-03-31 13F WELLS FARGO CO COM 949746101 12,531 -349 -2.71 468 0.1145
2023-02-02 2022-12-31 13F WELLS FARGO CO COM 949746101 12,880 -449 -3.37 1 -100.00 0.1326
2022-10-28 2022-09-30 13F WELLS FARGO CO COM 949746101 13,329 2 0.02 536 2.68 0.1430
2022-08-08 2022-06-30 13F/A-1 WELLS FARGO CO COM 949746101 13,327 1,299 10.80 522 -10.46 0.1235
2022-08-08 2022-06-30 13F WELLS FARGO CO COM 949746101 13,327 1,299 522 0.1235
2022-04-22 2022-03-31 13F WELLS FARGO CO COM 949746101 12,028 41 0.34 583 1.39 0.1246
2022-02-04 2021-12-31 13F WELLS FARGO CO COM 949746101 11,987 -850 -6.62 575 -3.52 0.1185
2021-11-08 2021-09-30 13F WELLS FARGO CO COM 949746101 12,837 1 0.01 596 2.58 0.1324
2021-08-03 2021-06-30 13F WELLS FARGO CO COM 949746101 12,836 -1,619 -11.20 581 2.83 0.1301
2021-05-10 2021-03-31 13F WELLS FARGO CO COM 949746101 14,455 0 0.00 565 29.59 0.1340
2021-02-04 2020-12-31 13F WELLS FARGO CO COM 949746101 14,455 658 4.77 436 34.57 0.1113
2020-10-26 2020-09-30 13F WELLS FARGO CO COM 949746101 13,797 -3,214 -18.89 324 -25.52 0.0947
2020-08-04 2020-06-30 13F WELLS FARGO CO COM 949746101 17,011 -1,414 -7.67 435 -17.77 0.1390
2020-04-20 2020-03-31 13F WELLS FARGO COM 949746101 18,425 -586 -3.08 529 -48.29 0.1973
2020-02-11 2019-12-31 13F WELLS FARGO COM 949746101 19,011 -295 -1.53 1,023 5.03 0.2943
2019-11-04 2019-09-30 13F WELLS FARGO COM 949746101 19,306 -1,770 -8.40 974 -2.31 0.2960
2019-08-02 2019-06-30 13F WELLS FARGO COM 949746101 21,076 -2,028 -8.78 997 -10.66 0.3088
2019-04-26 2019-03-31 13F WELLS FARGO COM 949746101 23,104 -1,973 -7.87 1,116 -3.46 0.3633
2019-02-08 2018-12-31 13F WELLS FARGO COM 949746101 25,077 -5,892 -19.03 1,156 -28.99 0.4236
2018-11-13 2018-09-30 13F WELLS FARGO COM 949746101 30,969 -1,848 -5.63 1,628 -10.50 0.5298
2018-08-13 2018-06-30 13F WELLS FARGO ETF 949746101 32,817 -681 -2.03 1,819 3.59 0.6355
2018-05-11 2018-03-31 13F WELLS FARGO COM 949746101 33,498 579 1.76 1,756 -12.07 0.6356
2018-02-12 2017-12-31 13F WELLS FARGO & CO NEW COM COM 949746101 32,919 -1,547 -4.49 1,997 5.05 0.7178
2017-11-13 2017-09-30 13F WELLS FARGO & CO NEW COM COM 949746101 34,466 -1,358 -3.79 1,901 -4.23 0.7050
2017-08-11 2017-06-30 13F WELLS FARGO & CO NEW COM COM 949746101 35,824 -293 -0.81 1,985 -1.24 0.7359
2017-05-05 2017-03-31 13F WELLS FARGO & CO NEW COM COM 949746101 36,117 -23,080 -38.99 2,010 -38.38 0.7466
2017-02-07 2016-12-31 13F/A-1 WELLS FARGO & CO NEW COM COM 949746101 59,197 32,711 123.50 3,262 178.09 1.2664
2017-02-02 2016-12-31 13F WELLS FARGO & CO NEW COM COM 949746101 59,197 3,262
2016-11-02 2016-09-30 13F WELLS FARGO & CO NEW COM COM 949746101 26,486 -32,571 -55.15 1,173 -58.03 0.5583
2016-08-11 2016-06-30 13F WELLS FARGO & CO NEW COM COM 949746101 59,057 17,209 41.12 2,795 38.09 1.1037
2016-05-12 2016-03-31 13F WELLS FARGO & CO NEW COM COM 949746101 41,848 6,379 17.98 2,024 4.98 0.8259
2016-02-08 2015-12-31 13F WELLS FARGO & CO NEW COM COM 949746101 35,469 208 0.59 1,928 6.46 0.8181
2015-11-06 2015-09-30 13F WELLS FARGO & CO NEW COM COM 949746101 35,261 1,156 3.39 1,811 -5.58 0.8317
2015-08-17 2015-06-30 13F WELLS FARGO & CO NEW COM COM 949746101 34,105 -119 -0.35 1,918 3.01 0.8078
2015-05-15 2015-03-31 13F WELLS FARGO & CO NEW COM COM 949746101 34,224 2,006 6.23 1,862 5.44 0.7717
2015-02-11 2014-12-31 13F WELLS FARGO & CO NEW COM COM 949746101 32,218 92 0.29 1,766 6.00 0.7306
2014-11-12 2014-09-30 13F WELLS FARGO & CO NEW COM COM 949746101 32,126 -114 -0.35 1,666 -1.71 0.7201
2014-08-12 2014-06-30 13F WELLS FARGO & CO NEW COM COM 949746101 32,240 2,643 8.93 1,695 15.15 0.7413
2014-04-23 2014-03-31 13F WELLS FARGO & CO NEW COM COM 949746101 29,597 19,351 188.86 1,472 216.56 0.6733
2014-01-10 2013-12-31 13F WELLS FARGO common 949746101 10,246 -407 -3.82 465 5.68 0.2722
2013-10-11 2013-09-30 13F WELLS FARGO common 949746101 10,653 -33 -0.31 440 -0.23 0.2724
2013-07-18 2013-06-30 13F Wells Fargo common 949746101 10,686 10,686 441 0.2767
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.