Wells Fargo & Company
PE ˙ BVL ˙ US9497461015
DETTE SYMBOL ER IKKE LÆNGERE AKTIVT
SecurityPE:WFC / Wells Fargo & Company
InstitutionFirst Foundation Advisors
Latest Disclosed Ownership8,053 shares
Latest Disclosed Value $ 641,121
First Foundation Advisors reports 6.68% increase in ownership of WFC / Wells Fargo & Company

On May 4, 2026 - First Foundation Advisors filed a 13F-HR form disclosing ownership of 8,053 shares of Wells Fargo & Company (PE:WFC) valued at $641,121 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 7,549 shares of Wells Fargo & Company. This represents a change in shares of 6.68% 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)
2026-05-04 2026-03-31 13F WELLS FARGO COM 949746101 8,053 504 6.68 641 -8.82 0.0258
2026-02-04 2025-12-31 13F WELLS FARGO CO COM 949746101 7,549 2,622 53.22 704 70.63 0.0265
2025-11-17 2025-09-30 13F WELLS FARGO CO COM 949746101 4,927 924 23.08 413 28.75 0.0153
2025-08-14 2025-06-30 13F WELLS FARGO CO COM 949746101 4,003 4,003 321 0.0119
2024-11-14 2024-09-30 13F WELLS FARGO CO COM 949746101 0 -3,797 -100.00 0 -100.00
2024-08-06 2024-06-30 13F WELLS FARGO CO COM 949746101 3,797 0 0.00 226 2.27 0.0086
2024-05-10 2024-03-31 13F WELLS FARGO CO COM 949746101 3,797 0 0.00 220 18.28 0.0088
2024-02-14 2023-12-31 13F WELLS FARGO CO COM 949746101 3,797 -7,322 -65.85 187 -59.03 0.0085
2023-11-15 2023-09-30 13F WELLS FARGO CO COM 949746101 11,119 -758 -6.38 454 -10.28 0.0212
2023-08-14 2023-06-30 13F WELLS FARGO CO COM 949746101 11,877 -1,572 -11.69 507 0.80 0.0219
2023-05-12 2023-03-31 13F WELLS FARGO CO COM 949746101 13,449 -5,226 -27.98 503 -34.89 0.0231
2023-02-14 2022-12-31 13F WELLS FARGO CO COM 949746101 18,675 4,866 35.24 771 38.92 0.0369
2022-11-14 2022-09-30 13F WELLS FARGO CO COM 949746101 13,809 825 6.35 555 9.04 0.0272
2022-08-12 2022-06-30 13F WELLS FARGO CO COM 949746101 12,984 -2,085 -13.84 509 -30.27 0.0225
2022-05-05 2022-03-31 13F WELLS FARGO CO COM 949746101 15,069 1,670 12.46 730 13.53 0.0264
2022-02-14 2021-12-31 13F WELLS FARGO CO COM 949746101 13,399 1,616 13.71 643 17.55 0.0221
2021-11-15 2021-09-30 13F WELLS FARGO CO COM 949746101 11,783 -3,361 -22.19 547 -20.26 0.0204
2021-08-13 2021-06-30 13F WELLS FARGO CO COM 949746101 15,144 1,887 14.23 686 32.43 0.0264
2021-05-18 2021-03-31 13F WELLS FARGO CO COM 949746101 13,257 -2,434 -15.51 518 9.28 0.0222
2021-02-16 2020-12-31 13F WELLS FARGO CO COM 949746101 15,691 -1,536 -8.92 474 17.04 0.0210
2020-11-12 2020-09-30 13F Wells Fargo COM 949746101 17,227 -2,406 -12.25 405 -19.48 0.0188
2020-08-14 2020-06-30 13F Wells Fargo COM 949746101 19,633 -231 -1.16 503 -11.75 0.0259
2020-05-11 2020-03-31 13F Wells Fargo COM 949746101 19,864 789 4.14 570 -44.44 0.0349
2020-02-11 2019-12-31 13F Wells Fargo COM 949746101 19,075 -3,240 -14.52 1,026 -8.88 0.0508
2019-11-12 2019-09-30 13F Wells Fargo COM 949746101 22,315 -4,411 -16.50 1,126 -10.92 0.0601
2019-08-14 2019-06-30 13F Wells Fargo COM 949746101 26,726 11,647 77.24 1,264 73.39 0.0708
2019-05-13 2019-03-31 13F Wells Fargo COM 949746101 15,079 -1,808 -10.71 729 -6.30 0.0432
2019-02-14 2018-12-31 13F Wells Fargo COM 949746101 16,887 -743 -4.21 778 -16.07 0.0491
2018-11-13 2018-09-30 13F Wells Fargo COM 949746101 17,630 -78 -0.44 927 -5.60 0.0513
2018-08-14 2018-06-30 13F WELLS FARGO CO COM 949746101 17,708 912 5.43 982 11.59 0.0577
2018-05-15 2018-03-31 13F Wells Fargo COM 949746101 16,796 -363,857 -95.59 880 -96.19 0.0491
2018-02-14 2017-12-31 13F Wells Fargo COM 949746101 380,653 658 0.17 23,094 10.20 1.2464
2017-11-14 2017-09-30 13F Wells Fargo COM 949746101 379,995 -196,223 -34.05 20,957 -34.36 1.1892
2017-08-14 2017-06-30 13F Wells Fargo COM 949746101 576,218 11,415 2.02 31,928 1.56 1.8778
2017-05-05 2017-03-31 13F Wells Fargo COM 949746101 564,803 2,021 0.36 31,437 1.36 1.9453
2017-02-14 2016-12-31 13F Wells Fargo COM 949746101 562,782 -2,239 -0.40 31,015 23.97 2.0302
2016-11-14 2016-09-30 13F Wells Fargo COM 949746101 565,021 -9,757 -1.70 25,019 -8.03 1.7300
2016-08-16 2016-06-30 13F Wells Fargo COM 949746101 574,778 -7,652 -1.31 27,204 -3.42 1.9520
2016-05-13 2016-03-31 13F Wells Fargo COM 949746101 582,430 9,800 1.71 28,166 -9.52 2.0450
2016-02-16 2015-12-31 13F Wells Fargo COM 949746101 572,630 34,880 6.49 31,128 12.73 2.1288
2015-11-16 2015-09-30 13F Wells Fargo COM 949746101 537,750 13,076 2.49 27,613 -6.42 2.2673
2015-08-13 2015-06-30 13F Wells Fargo COM 949746101 524,674 -4,675 -0.88 29,508 2.47 2.3446
2015-05-14 2015-03-31 13F Wells Fargo COM 949746101 529,349 40,526 8.29 28,797 7.46 2.4088
2015-02-17 2014-12-31 13F Wells Fargo COM 949746101 488,823 12,965 2.72 26,797 8.56 2.3607
2014-11-14 2014-09-30 13F Wells Fargo COM 949746101 475,858 18,296 4.00 24,683 2.64 2.4562
2014-08-15 2014-06-30 13F Wells Fargo COM 949746101 457,562 16,844 3.82 24,049 9.71 2.6213
2014-05-15 2014-03-31 13F Wells Fargo COM 949746101 440,718 16,435 3.87 21,921 13.80 2.7174
2014-02-14 2013-12-31 13F Wells Fargo COM 949746101 424,283 179,341 73.22 19,262 90.32 2.5911
2013-11-15 2013-09-30 13F Wells Fargo COM 949746101 244,942 17,273 7.59 10,121 7.72 1.5744
2013-08-09 2013-06-30 13F Wells Fargo COM 949746101 227,669 227,669 9,396 1.8402
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.