Wells Fargo & Company
MX ˙ BMV ˙ US9497461015
SecurityMX:WFC / Wells Fargo & Company
InstitutionTompkins Financial Corp
Latest Disclosed Ownership1,882 shares
Latest Disclosed Value $ 149,827
Tompkins Financial Corp reports 10.77% increase in ownership of WFC / Wells Fargo & Company

On April 9, 2026 - Tompkins Financial Corp filed a 13F-HR form disclosing ownership of 1,882 shares of Wells Fargo & Company (MX:WFC) valued at $149,827 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 1,699 shares of Wells Fargo & Company. This represents a change in shares of 10.77% 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)
2026-04-09 2026-03-31 13F WELLS FARGO COM 949746101 1,882 183 10.77 150 -5.70 0.0105
2026-01-08 2025-12-31 13F WELLS FARGO CO COM 949746101 1,699 -1,346 -44.20 158 -38.04 0.0123
2025-10-08 2025-09-30 13F WELLS FARGO CO COM 949746101 3,045 0 0.00 255 4.94 0.0213
2025-07-10 2025-06-30 13F WELLS FARGO CO COM 949746101 3,045 -2,000 -39.64 244 -32.87 0.0224
2025-04-07 2025-03-31 13F WELLS FARGO CO COM 949746101 5,045 112 2.27 362 4.62 0.0347
2025-01-15 2024-12-31 13F WELLS FARGO COM 949746101 4,933 1,113 29.14 346 60.93 0.0322
2024-11-01 2024-09-30 13F WELLS FARGO COM 949746101 3,820 0 0.00 216 -4.87 0.0207
2024-07-17 2024-06-30 13F WELLS FARGO COM 949746101 3,820 0 0.00 227 2.26 0.0238
2024-04-08 2024-03-31 13F WELLS FARGO COM 949746101 3,820 0 0.00 221 17.55 0.0250
2024-01-08 2023-12-31 13F WELLS FARGO COM 949746101 3,820 0 0.00 188 20.51 0.0228
2023-11-21 2023-09-30 13F WELLS FARGO COM 949746101 3,820 0 0.00 156 -4.29 0.0246
2023-07-12 2023-06-30 13F WELLS FARGO COM 949746101 3,820 0 0.00 163 14.79 0.0255
2023-04-20 2023-03-31 13F WELLS FARGO COM 949746101 3,820 0 0.00 143 0.0232
2023-01-06 2022-12-31 13F WELLS FARGO COM 949746101 3,820 0 0.00 0 -100.00 0.0250
2022-10-13 2022-09-30 13F WELLS FARGO COM 949746101 3,820 0 0.00 153 2.00 0.0258
2022-07-14 2022-06-30 13F WELLS FARGO COM 949746101 3,820 0 0.00 150 -18.92 0.0241
2022-05-12 2022-03-31 13F WELLS FARGO COM 949746101 3,820 -1,203 -23.95 185 -23.24 0.0261
2022-01-24 2021-12-31 13F WELLS FARGO CO NEW COM EQUITIES/EXCHANGE TRADED FUNDS 949746101 5,023 -1,841 -26.82 241 -24.21 0.0428
2021-10-22 2021-09-30 13F WELLS FARGO CO EQUITIES/EXCHANGE TRADED FUNDS 949746101 6,864 26 0.38 318 19.10 0.0581
2021-06-09 2021-03-31 13F WELLS FARGO CO NEW COM EQUITIES/EXCHANGE TRADED FUNDS 949746101 6,838 -1,074 -13.57 267 11.72 0.0452
2021-02-12 2020-12-31 13F/A-1 WELLS FARGO CO NEW COM EQUITIES/EXCHANGE TRADED FUNDS 949746101 7,912 -2,335 -22.79 239 -0.83 0.0430
2021-02-05 2020-12-31 13F WELLS FARGO & CO NEW COM US LARGE-CAP EQUITIES 949746101 114,237 103,990 3,278 137,985.4959
2020-10-23 2020-09-30 13F WELLS FARGO CO EQUITIES/EXCHANGE TRADED FUNDS 949746101 10,247 -400 -3.76 241 -11.40 0.0463
2020-07-29 2020-06-30 13F WELLS FARGO CO NEW COM EQUITIES/EXCHANGE TRADED FUNDS 949746101 10,647 -100 -0.93 272 -11.69 0.0571
2020-04-22 2020-03-31 13F WELLS FARGO CO NEW COM EQUITIES/EXCHANGE TRADED FUNDS 949746101 10,747 -1,213 -10.14 308 -52.10 0.0711
2020-01-22 2019-12-31 13F/A-1 WELLS FARGO CO NEW COM EQUITIES/EXCHANGE TRADED FUNDS 949746101 11,960 7,763 184.97 643 203.30 0.1178
2020-01-15 2019-12-31 13F WELLS FARGO CO NEW COM EQUITIES/EXCHANGE TRADED FUNDS 949746101 4,197 0 212 32,199.2710
2019-10-17 2019-09-30 13F WELLS FARGO CO NEW COM EQUITIES/EXCHANGE TRADED FUNDS 949746101 4,197 -42 -0.99 212 5.47 0.0431
2019-07-17 2019-06-30 13F WELLS FARGO CO NEW COM EQUITIES/EXCHANGE TRADED FUNDS 949746101 4,239 -1,470 -25.75 201 -27.17 0.0404
2019-04-30 2019-03-31 13F/A-1 WELLS FARGO CO EQUITIES/EXCHANGE TRADED FUNDS 949746101 5,709 -2,072 -26.63 276 -22.91 0.0524
2019-04-17 2019-03-31 13F WELLS FARGO CO NEW COM EQUITIES/EXCHANGE TRADED FUNDS 949746101 7,781 0 409
2019-01-22 2018-12-31 13F WELLS FARGO CO NEW COM EQUITIES/EXCHANGE TRADED FUNDS 949746101 7,781 0 0.00 358 -12.47 0.0791
2018-10-18 2018-09-30 13F WELLS FARGO CO NEW COM EQUITIES/EXCHANGE TRADED FUNDS 949746101 7,781 -100 -1.27 409 -6.41 0.0839
2018-07-18 2018-06-30 13F WELLS FARGO CO NEW COM EQUITIES/EXCHANGE TRADED FUNDS 949746101 7,881 -1,000 -11.26 437 -6.02 0.0942
2018-04-26 2018-03-31 13F WELLS FARGO CO NEW COM EQUITIES/EXCHANGE TRADED FUNDS 949746101 8,881 3,789 74.41 465 50.49 0.1042
2018-01-24 2017-12-31 13F WELLS FARGO CO NEW COM EQUITIES/EXCHANGE TRADED FUNDS 949746101 5,092 -120 -2.30 309 7.67 0.0708
2017-10-17 2017-09-30 13F WELLS FARGO CO NEW COM EQUITIES/EXCHANGE TRADED FUNDS 949746101 5,212 -908 -14.84 287 -15.34 0.0680
2017-07-11 2017-06-30 13F WELLS FARGO CO NEW COM EQUITIES/EXCHANGE TRADED FUNDS 949746101 6,120 291 4.99 339 4.63 0.0853
2017-04-17 2017-03-31 13F/A-1 WELLS FARGO & CO NEW COM EQUITIES/EXCHANGE TRADED FUNDS 949746101 5,829 -32,324 -84.72 324 -84.59 0.0822
2017-04-17 2017-03-31 13F WELLS FARGO & CO NEW COM EQUITIES/EXCHANGE TRADED FUNDS 949746101 44,277 2,141
2017-01-10 2016-12-31 13F WELLS FARGO & CO NEW COM EQUITIES/EXCHANGE TRADED FUNDS 949746101 38,153 -638 -1.64 2,103 22.48 0.5508
2016-10-13 2016-09-30 13F WELLS FARGO & CO NEW COM EQUITIES/EXCHANGE TRADED FUNDS 949746101 38,791 -4,569 -10.54 1,717 -16.33 0.4919
2016-07-13 2016-06-30 13F WELLS FARGO & CO NEW COM EQUITIES/EXCHANGE TRADED FUNDS 949746101 43,360 -917 -2.07 2,052 -4.16 0.6070
2016-04-20 2016-03-31 13F WELLS FARGO & CO NEW COM EQUITIES/EXCHANGE TRADED FUNDS 949746101 44,277 -1,208 -2.66 2,141 -13.42 0.6766
2016-01-19 2015-12-31 13F WELLS FARGO & CO NEW COM EQUITIES/EXCHANGE TRADED FUNDS 949746101 45,485 4,572 11.17 2,473 17.76 0.7877
2015-10-16 2015-09-30 13F WELLS FARGO & CO NEW COM EQUITIES/EXCHANGE TRADED FUNDS 949746101 40,913 -835 -2.00 2,100 -10.52 0.6788
2015-07-14 2015-06-30 13F WELLS FARGO & CO NEW COM EQUITIES/EXCHANGE TRADED FUNDS 949746101 41,748 -990 -2.32 2,347 0.95 0.6378
2015-04-21 2015-03-31 13F/A-1 WELLS FARGO & CO NEW COM EQUITIES/EXCHANGE TRADED FUNDS 949746101 42,738 -637 -1.47 2,325 -2.19 0.5822
2015-04-14 2015-03-31 13F WELLS FARGO & CO NEW COM EQUITIES/EXCHANGE TRADED FUNDS 949746101 42,738 2,325
2015-01-15 2014-12-31 13F/A-1 WELLS FARGO & CO NEW COM EQUITIES/EXCHANGE TRADED FUNDS 949746101 43,375 124 0.29 2,377 5.97 0.5928
2015-01-13 2014-12-31 13F WELLS FARGO & CO NEW COM EQUITIES/EXCHANGE TRADED FUNDS 949746101 42,902 1,771
2014-10-10 2014-09-30 13F WELLS FARGO & CO NEW COM EQUITIES/EXCHANGE TRADED FUNDS 949746101 43,251 -209 -0.48 2,243 -1.80 0.5875
2014-07-11 2014-06-30 13F WELLS FARGO & CO EQUITIES/EXCHANGE TRADED FUNDS 949746101 43,460 -934 -2.10 2,284 3.44 0.5646
2014-04-10 2014-03-31 13F WELLS FARGO & CO NEW COM EQUITIES/EXCHANGE TRADED FUNDS 949746101 44,394 -2,983 -6.30 2,208 2.65 0.5588
2014-01-08 2013-12-31 13F WELLS FARGO & CO NEW COM EQUITIES/EXCHANGE TRADED FUNDS 949746101 47,377 -103 -0.22 2,151 9.69 0.5571
2013-10-11 2013-09-30 13F WELLS FARGO & CO NEW COM EQUITIES/EXCHANGE TRADED FUNDS 949746101 47,480 4,578 10.67 1,961 10.79 0.5481
2013-07-19 2013-06-30 13F WELLS FARGO & CO NEW COM EQUITIES/EXCHANGE TRADED FUNDS 949746101 42,902 42,902 1,770 0.5354
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.