Wells Fargo & Company
MX ˙ BMV ˙ US9497461015
SecurityMX:WFC / Wells Fargo & Company
InstitutionSound View Wealth Advisors Group, LLC
Latest Disclosed Ownership34,899 shares
Latest Disclosed Value $ 2,778,271
Sound View Wealth Advisors Group, LLC reports 3.11% increase in ownership of WFC / Wells Fargo & Company

On May 6, 2026 - Sound View Wealth Advisors Group, LLC filed a 13F-HR form disclosing ownership of 34,899 shares of Wells Fargo & Company (MX:WFC) valued at $2,778,271 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 33,847 shares of Wells Fargo & Company. This represents a change in shares of 3.11% 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 34,899 1,052 3.11 2,778 -11.92 0.1890
2026-01-08 2025-12-31 13F WELLS FARGO CO COM 949746101 33,847 1,570 4.86 3,155 16.60 0.2116
2025-11-10 2025-09-30 13F WELLS FARGO CO COM 949746101 32,277 2,738 9.27 2,705 14.33 0.1859
2025-08-07 2025-06-30 13F WELLS FARGO CO COM 949746101 29,539 22,176 301.18 2,367 348.11 0.1749
2025-05-08 2025-03-31 13F WELLS FARGO CO COM 949746101 7,363 115 1.59 529 3.73 0.0434
2025-02-07 2024-12-31 13F WELLS FARGO CO COM 949746101 7,248 -541 -6.95 509 15.68 0.0410
2024-11-12 2024-09-30 13F WELLS FARGO CO COM 949746101 7,789 700 9.87 440 4.51 0.0359
2024-08-05 2024-06-30 13F WELLS FARGO CO COM 949746101 7,089 -201 -2.76 421 -0.24 0.0434
2024-05-09 2024-03-31 13F WELLS FARGO CO COM 949746101 7,290 -756 -9.40 423 6.57 0.0450
2024-02-08 2023-12-31 13F WELLS FARGO CO COM 949746101 8,046 -530 -6.18 396 13.14 0.0437
2023-11-07 2023-09-30 13F WELLS FARGO CO COM 949746101 8,576 226 2.71 350 -1.69 0.0436
2023-08-08 2023-06-30 13F WELLS FARGO CO COM 949746101 8,350 -8,514 -50.49 356 -43.49 0.0467
2023-05-12 2023-03-31 13F WELLS FARGO CO COM 949746101 16,864 8,818 109.59 630 59.09 0.0865
2024-02-13 2022-12-31 13F/A-1 WELLS FARGO CO COM 949746101 8,046 -8,142 -50.30 396 -39.17 0.0437
2023-02-08 2022-12-31 13F WELLS FARGO CO COM 949746101 14,622 -1,566 604 0.1277
2022-11-08 2022-09-30 13F WELLS FARGO CO COM 949746101 16,188 13 0.08 651 2.68 0.1460
2022-08-05 2022-06-30 13F WELLS FARGO CO COM 949746101 16,175 11 0.07 634 -19.03 0.1327
2022-05-11 2022-03-31 13F WELLS FARGO CO COM 949746101 16,164 -38 -0.23 783 0.77 0.1489
2022-01-20 2021-12-31 13F WELLS FARGO CO COM 949746101 16,202 8,773 118.09 777 125.22 0.1469
2021-10-21 2021-09-30 13F WELLS FARGO CO COM 949746101 7,429 -429 -5.46 345 -3.09 0.0721
2021-07-21 2021-06-30 13F WELLS FARGO CO COM 949746101 7,858 -1,013 -11.42 356 2.59 0.0748
2021-04-28 2021-03-31 13F WELLS FARGO CO COM 949746101 8,871 205 2.37 347 32.44 0.0808
2021-02-02 2020-12-31 13F WELLS FARGO CO COM 949746101 8,666 -1,295 -13.00 262 11.97 0.0640
2020-11-09 2020-09-30 13F WELLS FARGO CO COM 949746101 9,961 -879 -8.11 234 -15.83 0.0616
2020-08-07 2020-06-30 13F WELLS FARGO CO COM 949746101 10,840 697 6.87 278 -4.47 0.0783
2020-05-12 2020-03-31 13F WELLS FARGO CO COM 949746101 10,143 -2,041 -16.75 291 -55.64 0.1005
2020-01-27 2019-12-31 13F WELLS FARGO CO COM 949746101 12,184 -411 -3.26 656 3.31 0.1852
2019-11-07 2019-09-30 13F WELLS FARGO CO COM 949746101 12,595 -1,339 -9.61 635 -3.64 0.1893
2019-08-07 2019-06-30 13F WELLS FARGO CO COM 949746101 13,934 13,934 659 0.1948
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.