Wells Fargo & Company
PE ˙ BVL ˙ US9497461015
DETTE SYMBOL ER IKKE LÆNGERE AKTIVT
SecurityPE:WFC / Wells Fargo & Company
InstitutionKeudell/Morrison Wealth Management
Latest Disclosed Ownership12,113 shares
Latest Disclosed Value $ 964,316
Keudell/Morrison Wealth Management reports 7.89% increase in ownership of WFC / Wells Fargo & Company

On April 20, 2026 - Keudell/Morrison Wealth Management filed a 13F-HR form disclosing ownership of 12,113 shares of Wells Fargo & Company (PE:WFC) valued at $964,316 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 11,227 shares of Wells Fargo & Company. This represents a change in shares of 7.89% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-20 2026-03-31 13F WELLS FARGO COM 949746101 12,113 886 7.89 964 -7.84 0.1972
2026-02-06 2025-12-31 13F WELLS FARGO CO COM 949746101 11,227 -919 -7.57 1,046 7.50 0.2199
2025-07-22 2025-06-30 13F WELLS FARGO CO COM 949746101 12,146 28 0.23 973 11.97 0.2159
2025-04-23 2025-03-31 13F WELLS FARGO CO COM 949746101 12,118 685 5.99 870 8.22 0.2052
2025-01-23 2024-12-31 13F WELLS FARGO CO COM 949746101 11,433 -278 -2.37 803 21.48 0.2093
2024-10-31 2024-09-30 13F WELLS FARGO CO COM 949746101 11,711 -109 -0.92 662 -5.71 0.1796
2024-07-16 2024-06-30 13F WELLS FARGO CO COM 949746101 11,820 -2,972 -20.09 702 -18.20 0.2054
2024-05-07 2024-03-31 13F WELLS FARGO CO COM 949746101 14,792 -1,601 -9.77 857 6.33 0.2595
2024-02-14 2023-12-31 13F WELLS FARGO CO COM 949746101 16,393 -36 -0.22 807 20.12 0.2662
2023-10-18 2023-09-30 13F WELLS FARGO CO COM 949746101 16,429 12 0.07 671 -4.14 0.2046
2023-07-20 2023-06-30 13F WELLS FARGO CO COM 949746101 16,417 -374 -2.23 701 11.64 0.2019
2023-04-18 2023-03-31 13F WELLS FARGO CO COM 949746101 16,791 568 3.50 628 -6.28 0.1849
2023-01-20 2022-12-31 13F WELLS FARGO CO COM 949746101 16,223 -227 -1.38 670 1.06 0.2149
2022-10-12 2022-09-30 13F WELLS FARGO CO COM 949746101 16,450 -66 -0.40 662 2.32 0.2477
2022-07-18 2022-06-30 13F WELLS FARGO CO COM 949746101 16,516 296 1.82 647 -17.68 0.2351
2022-04-18 2022-03-31 13F WELLS FARGO CO COM 949746101 16,220 -74 -0.45 786 0.51 0.3287
2022-02-08 2021-12-31 13F WELLS FARGO CO COM 949746101 16,294 -992 -5.74 782 -2.49 0.3088
2021-12-08 2021-09-30 13F/A-1 WELLS FARGO CO COM 949746101 17,286 -1,574 -8.35 802 -6.09 0.3438
2021-10-20 2021-09-30 13F WELLS FARGO CO COM 949746101 17,286 -1,574 802 0.3446
2021-07-13 2021-06-30 13F WELLS FARGO CO COM 949746101 18,860 439 2.38 854 18.61 0.4675
2021-04-13 2021-03-31 13F WELLS FARGO CO COM 949746101 18,421 739 4.18 720 34.83 0.4178
2021-02-12 2020-12-31 13F WELLS FARGO CO COM 949746101 17,682 541 3.16 534 32.51 0.3390
2020-10-20 2020-09-30 13F WELLS FARGO CO COM 949746101 17,141 489 2.94 403 -5.40 0.2590
2020-07-14 2020-06-30 13F WELLS FARGO CO COM 949746101 16,652 -865 -4.94 426 -15.31 0.3523
2020-04-20 2020-03-31 13F WELLS FARGO CO COM 949746101 17,517 528 3.11 503 -44.97 0.4920
2020-01-29 2019-12-31 13F WELLS FARGO CO COM 949746101 16,989 175 1.04 914 7.78 0.6320
2019-11-13 2019-09-30 13F WELLS FARGO CO COM 949746101 16,814 -459 -2.66 848 7.21 0.6997
2019-08-23 2019-06-30 13F/A-1 WELLS FARGO CO COM 949746101 17,273 787 4.77 791 -0.75 0.6927
2019-08-21 2019-03-31 13F WELLS FARGO CO COM 949746101 16,486 16,486 797 0.7011
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.