Wells Fargo & Company
PE ˙ BVL ˙ US9497461015
DETTE SYMBOL ER IKKE LÆNGERE AKTIVT
SecurityPE:WFC / Wells Fargo & Company
InstitutionMutual Advisors, LLC
Latest Disclosed Ownership30,728 shares
Latest Disclosed Value $ 2,446,290
Mutual Advisors, LLC reports 2.10% increase in ownership of WFC / Wells Fargo & Company

On May 1, 2026 - Mutual Advisors, LLC filed a 13F-HR form disclosing ownership of 30,728 shares of Wells Fargo & Company (PE:WFC) valued at $2,446,290 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 30,097 shares of Wells Fargo & Company. This represents a change in shares of 2.10% 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)
2026-05-01 2026-03-31 13F WELLS FARGO COM 949746101 30,728 631 2.10 2,446 -12.80 0.0523
2026-02-02 2025-12-31 13F WELLS FARGO CO COM 949746101 30,097 355 1.19 2,805 11.71 0.0601
2025-11-04 2025-09-30 13F WELLS FARGO CO COM 949746101 29,742 6,802 29.65 2,512 29.83 0.0553
2025-07-28 2025-06-30 13F WELLS FARGO CO COM 949746101 22,940 316 1.40 1,934 22.64 0.0483
2025-04-28 2025-03-31 13F WELLS FARGO CO COM 949746101 22,624 -1,574 -6.50 1,578 -14.15 0.0451
2025-01-17 2024-12-31 13F WELLS FARGO CO COM 949746101 24,198 5,217 27.49 1,838 48.03 0.0532
2024-10-25 2024-09-30 13F WELLS FARGO CO COM 949746101 18,981 -1,323 -6.52 1,242 2.65 0.0363
2024-07-30 2024-06-30 13F WELLS FARGO CO COM 949746101 20,304 -127 -0.62 1,210 2.11 0.0365
2024-05-02 2024-03-31 13F WELLS FARGO CO COM 949746101 20,431 3,594 21.35 1,184 43.00 0.0380
2024-01-12 2023-12-31 13F WELLS FARGO CO COM 949746101 16,837 -592 -3.40 829 16.29 0.0288
2023-11-13 2023-09-30 13F WELLS FARGO CO COM 949746101 17,429 -2,818 -13.92 712 -17.59 0.0278
2023-07-31 2023-06-30 13F WELLS FARGO CO COM 949746101 20,247 383 1.93 864 16.44 0.0328
2023-04-11 2023-03-31 13F WELLS FARGO CO COM 949746101 19,864 -6,654 -25.09 742 -32.18 0.0305
2023-01-12 2022-12-31 13F WELLS FARGO CO COM 949746101 26,518 -6,318 -19.24 1,095 -17.18 0.0490
2022-11-03 2022-09-30 13F WELLS FARGO CO COM 949746101 32,836 11,464 53.64 1,321 57.83 0.0680
2022-08-15 2022-06-30 13F WELLS FARGO CO COM 949746101 21,372 4,613 27.53 837 3.08 0.0554
2022-05-09 2022-03-31 13F WELLS FARGO CO COM 949746101 16,759 -1,781 -9.61 812 -8.76 0.0454
2022-02-14 2021-12-31 13F WELLS FARGO CO COM 949746101 18,540 -758 -3.93 890 -0.67 0.0471
2021-11-15 2021-09-30 13F WELLS FARGO CO COM 949746101 19,298 -1,138 -5.57 896 -3.24 0.0530
2021-08-12 2021-06-30 13F WELLS FARGO CO COM 949746101 20,436 -2,409 -10.54 926 3.70 0.0549
2021-05-13 2021-03-31 13F WELLS FARGO CO COM 949746101 22,845 4,263 22.94 893 59.18 0.0611
2021-02-11 2020-12-31 13F WELLS FARGO CO COM 949746101 18,582 -4,678 -20.11 561 2.56 0.0417
2020-11-13 2020-09-30 13F WELLS FARGO CO COM 949746101 23,260 -9,025 -27.95 547 -33.78 0.0474
2020-08-05 2020-06-30 13F WELLS FARGO CO COM 949746101 32,285 6,774 26.55 826 12.84 0.0812
2020-05-13 2020-03-31 13F WELLS FARGO CO COM 949746101 25,511 570 2.29 732 -45.45 0.0993
2020-02-11 2019-12-31 13F WELLS FARGO CO COM 949746101 24,941 3,436 15.98 1,342 23.69 0.1428
2019-11-01 2019-09-30 13F WELLS FARGO CO COM 949746101 21,505 -1,223 -5.38 1,085 0.93 0.1433
2019-08-15 2019-06-30 13F WELLS FARGO CO COM 949746101 22,728 3,129 15.97 1,075 13.52 0.1397
2019-05-15 2019-03-31 13F WELLS FARGO CO COM 949746101 19,599 712 3.77 947 8.85 0.1402
2019-02-15 2018-12-31 13F WELLS FARGO CO COM 949746101 18,887 -313 -1.63 870 -13.78 0.1714
2018-11-15 2018-09-30 13F WELLS FARGO CO COM 949746101 19,200 -143 -0.74 1,009 -5.88 0.1532
2018-08-15 2018-06-30 13F WELLS FARGO CO COM 949746101 19,343 -299 -1.52 1,072 4.18 0.2444
2018-05-11 2018-03-31 13F WELLS FARGO CO COM 949746101 19,642 -434 -2.16 1,029 -15.52 0.2608
2018-02-12 2017-12-31 13F WELLS FARGO CO COM 949746101 20,076 20,076 1,218 0.4599
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.