Wells Fargo & Company
PE ˙ BVL ˙ US9497461015
DETTE SYMBOL ER IKKE LÆNGERE AKTIVT
SecurityPE:WFC / Wells Fargo & Company
InstitutionGladstone Institutional Advisory LLC
Latest Disclosed Ownership48,426 shares
Latest Disclosed Value $ 3,855,237
Gladstone Institutional Advisory LLC reports 2.34% increase in ownership of WFC / Wells Fargo & Company

On May 14, 2026 - Gladstone Institutional Advisory LLC filed a 13F-HR form disclosing ownership of 48,426 shares of Wells Fargo & Company (PE:WFC) valued at $3,855,237 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 47,321 shares of Wells Fargo & Company. This represents a change in shares of 2.34% 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)
2026-05-14 2026-03-31 13F WELLS FARGO COM 949746101 48,426 1,105 2.34 3,855 -12.59 0.1428
2026-02-17 2025-12-31 13F WELLS FARGO CO COM 949746101 47,321 2,685 6.02 4,410 17.88 0.1665
2025-10-22 2025-09-30 13F WELLS FARGO CO COM 949746101 44,636 -4,101 -8.41 3,741 -4.18 0.1441
2025-08-12 2025-06-30 13F WELLS FARGO CO COM 949746101 48,737 2,708 5.88 3,905 18.16 0.1613
2025-05-15 2025-03-31 13F WELLS FARGO CO COM 949746101 46,029 5,342 13.13 3,304 15.65 0.1540
2025-01-29 2024-12-31 13F WELLS FARGO CO COM 949746101 40,687 6,284 18.27 2,858 47.04 0.1326
2024-10-28 2024-09-30 13F WELLS FARGO CO COM 949746101 34,403 24,835 259.56 1,943 242.08 0.0949
2024-08-02 2024-06-30 13F WELLS FARGO CO COM 949746101 9,568 1,732 22.10 568 25.11 0.0296
2024-05-14 2024-03-31 13F WELLS FARGO CO COM 949746101 7,836 -952 -10.83 454 5.09 0.0249
2024-02-09 2023-12-31 13F WELLS FARGO CO COM 949746101 8,788 -290 -3.19 433 16.76 0.0243
2023-11-13 2023-09-30 13F WELLS FARGO CO COM 949746101 9,078 -364 -3.86 371 -7.96 0.0240
2023-08-10 2023-06-30 13F WELLS FARGO CO COM 949746101 9,442 -778 -7.61 403 5.24 0.0246
2023-05-12 2023-03-31 13F WELLS FARGO CO COM 949746101 10,220 722 7.60 382 -2.55 0.0247
2023-02-01 2022-12-31 13F WELLS FARGO CO COM 949746101 9,498 -1,293 -11.98 392 -9.68 0.0277
2023-01-30 2022-09-30 13F/A-1 WELLS FARGO CO COM 949746101 10,791 -6,289 -36.82 434 -35.13 0.0339
2022-10-20 2022-09-30 13F WELLS FARGO CO COM 949746101 10,791 -6,289 434 0.0339
2023-01-30 2022-06-30 13F/A-1 WELLS FARGO CO COM 949746101 17,080 -33,307 -66.10 669 -72.60 0.0529
2022-08-15 2022-06-30 13F WELLS FARGO CO COM 949746101 17,080 -33,307 669 0.0529
2023-01-30 2022-03-31 13F/A-1 WELLS FARGO CO COM 949746101 50,387 31,905 172.63 2,442 175.31 0.1651
2022-05-04 2022-03-31 13F WELLS FARGO CO COM 949746101 50,387 31,905 2,442 0.1651
2023-01-30 2021-12-31 13F/A-1 WELLS FARGO CO COM 949746101 18,482 -5,344 -22.43 887 -19.80 0.0687
2022-02-11 2021-12-31 13F WELLS FARGO CO COM 949746101 18,482 -5,344 887 0.0687
2023-01-30 2021-09-30 13F/A-1 WELLS FARGO CO COM 949746101 23,826 -14,319 -37.54 1,106 -36.00 0.1080
2021-11-15 2021-09-30 13F WELLS FARGO CO COM 949746101 23,826 -14,319 1,106 0.1080
2023-01-30 2021-06-30 13F/A-1 WELLS FARGO CO COM 949746101 38,145 14,107 58.69 1,728 84.03 0.2053
2021-08-13 2021-06-30 13F WELLS FARGO CO COM 949746101 38,145 14,107 1,728 0.2053
2023-01-30 2021-03-31 13F/A-1 WELLS FARGO CO COM 949746101 24,038 24,038 939 0.1459
2021-05-17 2021-03-31 13F WELLS FARGO CO COM 949746101 24,038 24,038 939 0.1459
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.