Wells Fargo & Company
PE ˙ BVL ˙ US9497461015
DETTE SYMBOL ER IKKE LÆNGERE AKTIVT
SecurityPE:WFC / Wells Fargo & Company
InstitutionClaro Advisors LLC
Latest Disclosed Ownership7,897 shares
Latest Disclosed Value $ 628,708
Claro Advisors LLC reports 1.11% increase in ownership of WFC / Wells Fargo & Company

On April 21, 2026 - Claro Advisors LLC filed a 13F-HR form disclosing ownership of 7,897 shares of Wells Fargo & Company (PE:WFC) valued at $628,708 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 7,810 shares of Wells Fargo & Company. This represents a change in shares of 1.11% 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)
2026-04-21 2026-03-31 13F WELLS FARGO COM 949746101 7,897 87 1.11 629 -13.62 0.0757
2026-02-17 2025-12-31 13F WELLS FARGO CO COM 949746101 7,810 183 2.40 728 13.77 0.0992
2025-11-12 2025-09-30 13F WELLS FARGO CO COM 949746101 7,627 -754 -9.00 639 -4.77 0.0932
2025-08-05 2025-06-30 13F WELLS FARGO CO COM 949746101 8,381 -8,298 -49.75 671 -43.94 0.1109
2025-05-12 2025-03-31 13F WELLS FARGO CO COM 949746101 16,679 2,408 16.87 1,197 19.46 0.1602
2025-01-13 2024-12-31 13F WELLS FARGO CO COM 949746101 14,271 -1,838 -11.41 1,002 10.23 0.1354
2024-11-07 2024-09-30 13F/A-1 WELLS FARGO CO COM 949746101 16,109 2,173 15.59 910 9.92 0.1176
2024-10-17 2024-09-30 13F WELLS FARGO CO COM 949746101 16,109 2,173 910 0.1176
2024-07-31 2024-06-30 13F WELLS FARGO CO COM 949746101 13,936 1,968 16.44 828 19.34 0.1292
2024-04-18 2024-03-31 13F WELLS FARGO CO COM 949746101 11,968 -994 -7.67 694 8.62 0.1204
2024-01-22 2023-12-31 13F WELLS FARGO CO COM 949746101 12,962 -1,822 -12.32 638 5.63 0.1381
2023-10-10 2023-09-30 13F WELLS FARGO CO COM 949746101 14,784 -603 -3.92 604 -7.93 0.1510
2023-08-08 2023-06-30 13F WELLS FARGO CO COM 949746101 15,387 364 2.42 657 16.93 0.1632
2023-04-17 2023-03-31 13F WELLS FARGO CO COM 949746101 15,023 -3 -0.02 562 -9.52 0.1649
2023-03-13 2022-12-31 13F/A-1 WELLS FARGO CO COM 949746101 15,026 3,675 32.38 620 39.33 0.2030
2023-02-14 2022-12-31 13F WELLS FARGO CO COM 949746101 15,026 3,675 620 0.2024
2022-11-18 2022-09-30 13F/A-1 WELLS FARGO CO COM 949746101 11,351 0 0.00 445 0.00 0.1769
2022-11-14 2022-09-30 13F WELLS FARGO CO COM 949746101 11,351 0 445 0.1769
2022-08-12 2022-06-30 13F WELLS FARGO CO COM 949746101 11,351 -304 -2.61 445 -20.39 0.1769
2022-05-16 2022-03-31 13F WELLS FARGO CO COM 949746101 11,655 0 0.00 559 0.00 0.2011
2022-02-14 2021-12-31 13F WELLS FARGO CO COM 949746101 11,655 143 1.24 559 4.68 0.2011
2021-11-15 2021-09-30 13F WELLS FARGO CO COM 949746101 11,512 -1,669 -12.66 534 -10.55 0.2246
2021-08-13 2021-06-30 13F WELLS FARGO CO COM 949746101 13,181 722 5.80 597 22.59 0.2687
2021-05-17 2021-03-31 13F WELLS FARGO CO COM 949746101 12,459 1,277 11.42 487 44.51 0.2467
2021-02-12 2020-12-31 13F WELLS FARGO CO COM 949746101 11,182 -2,166 -16.23 337 7.32 0.1791
2020-11-16 2020-09-30 13F WELLS FARGO CO COM 949746101 13,348 -5,362 -28.66 314 -34.45 0.1990
2020-08-14 2020-06-30 13F WELLS FARGO CO COM 949746101 18,710 -1,198 -6.02 479 -16.11 0.3297
2020-05-15 2020-03-31 13F WELLS FARGO CO COM 949746101 19,908 11,145 127.18 571 21.23 0.5323
2020-02-14 2019-12-31 13F WELLS FARGO CO COM 949746101 8,763 26 0.30 471 6.80 0.3626
2019-10-29 2019-09-30 13F WELLS FARGO CO COM 949746101 8,737 -2,322 -21.00 441 -15.68 0.3912
2019-07-24 2019-06-30 13F WELLS FARGO CO COM 949746101 11,059 -75 -0.67 523 -2.79 0.4827
2019-05-10 2019-03-31 13F WELLS FARGO CO COM 949746101 11,134 -1,393 -11.12 538 -18.24 0.5324
2019-02-14 2018-12-31 13F WELLS FARGO CO COM 949746101 12,527 12,527 658 0.5267
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.