Wells Fargo & Company
MX ˙ BMV ˙ US9497461015
SecurityMX:WFC / Wells Fargo & Company
InstitutionRoble, Belko & Company, Inc
Latest Disclosed Ownership900 shares
Latest Disclosed Value $ 72
Roble, Belko & Company, Inc reports 350.00% increase in ownership of WFC / Wells Fargo & Company

On April 16, 2026 - Roble, Belko & Company, Inc filed a 13F-HR form disclosing ownership of 900 shares of Wells Fargo & Company (MX:WFC) valued at $72 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 200 shares of Wells Fargo & Company.

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)
2026-04-16 2026-03-31 13F WELLS FARGO CO COM 949746101 900 700 350.00 0 0.0092
2026-01-12 2025-12-31 13F WELLS FARGO CO COM 949746101 200 200 0 0.0025
2022-11-14 2022-09-30 13F WELLS FARGO CO COM 949746101 0 -87 -100.00 0 -100.00
2022-08-10 2022-06-30 13F WELLS FARGO CO COM 949746101 87 0 0.00 3 -25.00 0.0007
2022-05-06 2022-03-31 13F WELLS FARGO CO COM 949746101 87 -133 -60.45 4 -63.64 0.0008
2022-02-07 2021-12-31 13F WELLS FARGO CO COM 949746101 220 220 11 0.0021
2021-11-03 2021-09-30 13F WELLS FARGO & CO COM 949746101 0 -220 -100.00 0 -100.00
2021-08-02 2021-06-30 13F WELLS FARGO & CO COM 949746101 220 0 0.00 10 11.11 0.0023
2021-05-12 2021-03-31 13F WELLS FARGO & CO COM 949746101 220 0 0.00 9 28.57 0.0022
2021-02-05 2020-12-31 13F WELLS FARGO & CO COM 949746101 220 0 0.00 7 40.00 0.0018
2020-11-10 2020-09-30 13F WELLS FARGO & CO COM 949746101 220 0 0.00 5 -16.67 0.0015
2020-08-10 2020-06-30 13F WELLS FARGO & CO COM 949746101 220 -253 -53.49 6 -57.14 0.0018
2020-05-05 2020-03-31 13F WELLS FARGO & CO COM 949746101 473 0 0.00 14 -44.00 0.0045
2020-01-13 2019-12-31 13F WELLS FARGO & CO COM 949746101 473 0 0.00 25 4.17 0.0069
2019-11-13 2019-09-30 13F WELLS FARGO & CO COM 949746101 473 0 0.00 24 9.09 0.0070
2019-08-13 2019-06-30 13F WELLS FARGO & CO COM 949746101 473 -218 -31.55 22 -33.33 0.0068
2019-05-10 2019-03-31 13F WELLS FARGO & CO COM 949746101 691 218 46.09 33 50.00 0.0113
2019-02-13 2018-12-31 13F WELLS FARGO & CO COM 949746101 473 0 0.00 22 -12.00 0.0084
2018-11-14 2018-09-30 13F WELLS FARGO & CO COM 949746101 473 0 0.00 25 -3.85 0.0091
2018-08-08 2018-06-30 13F WELLS FARGO & CO COM 949746101 473 0 0.00 26 4.00 0.0099
2018-05-14 2018-03-31 13F WELLS FARGO & CO COM 949746101 473 -175 -27.01 25 -35.90 0.0097
2018-01-30 2017-12-31 13F WELLS FARGO & CO COM 949746101 648 0 0.00 39 8.33 0.0159
2017-11-08 2017-09-30 13F WELLS FARGO & CO COM 949746101 648 175 37.00 36 38.46 0.0159
2017-08-11 2017-06-30 13F WELLS FARGO & CO COM 949746101 473 -37 -7.25 26 -7.14 0.0125
2017-05-12 2017-03-31 13F WELLS FARGO & CO COM 949746101 510 -230 -31.08 28 -31.71 0.0139
2017-01-18 2016-12-31 13F WELLS FARGO & CO COM 949746101 740 690 1,380.00 41 1,950.00 0.0215
2016-11-01 2016-09-30 13F WELLS FARGO & CO COM 949746101 50 0 0.00 2 0.00 0.0011
2016-08-11 2016-06-30 13F WELLS FARGO & CO COM 949746101 50 0 0.00 2 0.00 0.0011
2016-05-09 2016-03-31 13F WELLS FARGO & CO COM 949746101 50 0 0.00 2 -33.33 0.0011
2016-02-04 2015-12-31 13F WELLS FARGO & CO COM 949746101 50 0 0.00 3 0.00 0.0018
2015-11-12 2015-09-30 13F WELLS FARGO & CO COM 949746101 50 0 0.00 3 0.00 0.0018
2015-08-12 2015-06-30 13F WELLS FARGO & CO COM 949746101 50 0 0.00 3 0.00 0.0017
2015-06-04 2015-03-31 13F/A-1 WELLS FARGO CS 949746101 50 50 3 0.0018
2015-05-14 2015-03-31 13F WELLS FARGO CS 949746101 50 3
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.