Wells Fargo & Company
PE ˙ BVL ˙ US9497461015
DETTE SYMBOL ER IKKE LÆNGERE AKTIVT
SecurityPE:WFC / Wells Fargo & Company
InstitutionLantz Financial LLC
Latest Disclosed Ownership15,085 shares
Latest Disclosed Value $ 1,200,916
Lantz Financial LLC reports 0.69% increase in ownership of WFC / Wells Fargo & Company

On April 9, 2026 - Lantz Financial LLC filed a 13F-HR form disclosing ownership of 15,085 shares of Wells Fargo & Company (PE:WFC) valued at $1,200,916 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 14,981 shares of Wells Fargo & Company. This represents a change in shares of 0.69% 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 15,085 104 0.69 1,201 -14.04 0.2483
2026-01-14 2025-12-31 13F WELLS FARGO CO COM 949746101 14,981 -1,434 -8.74 1,396 1.53 0.2946
2025-11-06 2025-09-30 13F WELLS FARGO CO COM 949746101 16,415 789 5.05 1,376 9.91 0.3045
2025-07-11 2025-06-30 13F WELLS FARGO CO COM 949746101 15,626 36 0.23 1,252 11.80 0.3120
2025-04-08 2025-03-31 13F WELLS FARGO CO COM 949746101 15,590 45 0.29 1,119 2.57 0.3063
2025-01-21 2024-12-31 13F WELLS FARGO CO COM 949746101 15,545 -187 -1.19 1,092 22.86 0.2910
2024-10-15 2024-09-30 13F WELLS FARGO CO COM 949746101 15,732 90 0.58 889 -4.31 0.2406
2024-08-07 2024-06-30 13F/A-1 WELLS FARGO CO COM 949746101 15,642 -599 -3.69 929 -1.38 0.2886
2024-07-10 2024-06-30 13F WELLS FARGO CO COM 949746101 15,642 -599 929 0.2886
2024-04-10 2024-03-31 13F WELLS FARGO CO COM 949746101 16,241 -229 -1.39 941 16.17 0.3029
2024-01-12 2023-12-31 13F WELLS FARGO CO COM 949746101 16,470 97 0.59 811 21.26 0.2928
2023-10-20 2023-09-30 13F WELLS FARGO CO COM 949746101 16,373 -110 -0.67 669 -4.98 0.2662
2023-07-12 2023-06-30 13F WELLS FARGO CO COM 949746101 16,483 908 5.83 703 20.79 0.2754
2023-04-10 2023-03-31 13F WELLS FARGO CO COM 949746101 15,575 -594 -3.67 582 -12.74 0.2421
2023-01-23 2022-12-31 13F WELLS FARGO CO COM 949746101 16,169 -1,016 -5.91 668 -3.47 0.3037
2022-10-17 2022-09-30 13F WELLS FARGO CO COM 949746101 17,185 166 0.98 691 3.60 0.3595
2022-07-29 2022-06-30 13F WELLS FARGO CO COM 949746101 17,019 572 3.48 667 -15.46 0.3010
2022-01-19 2021-12-31 13F WELLS FARGO CO COM 949746101 16,447 2,000 13.84 789 17.76 0.3634
2021-10-14 2021-09-30 13F WELLS FARGO CO COM 949746101 14,447 -156 -1.07 670 1.36 0.3435
2021-07-16 2021-06-30 13F WELLS FARGO CO COM 949746101 14,603 1,200 8.95 661 26.15 0.3398
2021-04-19 2021-03-31 13F WELLS FARGO CO COM 949746101 13,403 18 0.13 524 29.70 0.2981
2021-01-19 2020-12-31 13F WELLS FARGO CO COM 949746101 13,385 -662 -4.71 404 22.42 0.2521
2020-10-09 2020-09-30 13F WELLS FARGO CO COM 949746101 14,047 -5,164 -26.88 330 -32.93 0.2219
2020-07-22 2020-06-30 13F WELLS FARGO CO COM 949746101 19,211 -1,795 -8.55 492 -18.41 0.3541
2020-04-10 2020-03-31 13F WELLS FARGO CO COM 949746101 21,006 2,057 10.86 603 -40.82 0.4725
2020-01-17 2019-12-31 13F WELLS FARGO CO COM 949746101 18,949 -590 -3.02 1,019 7.60 0.6033
2019-10-18 2019-09-30 13F WELLS FARGO CO COM 949746101 19,539 3,697 23.34 947 26.60 0.6391
2019-07-15 2019-06-30 13F WELLS FARGO CO COM 949746101 15,842 189 1.21 748 -1.06 0.5064
2019-04-22 2019-03-31 13F WELLS FARGO CO COM 949746101 15,653 15,653 756 0.5483
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.