Wells Fargo & Company
PE ˙ BVL ˙ US9497461015
DETTE SYMBOL ER IKKE LÆNGERE AKTIVT
SecurityPE:WFC / Wells Fargo & Company
InstitutionPerpetual Ltd
Latest Disclosed Ownership15,656 shares
Latest Disclosed Value $ 1,246,374
Perpetual Ltd reports 21.63% increase in ownership of WFC / Wells Fargo & Company

On April 14, 2026 - Perpetual Ltd filed a 13F-HR form disclosing ownership of 15,656 shares of Wells Fargo & Company (PE:WFC) valued at $1,246,374 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 12,872 shares of Wells Fargo & Company. This represents a change in shares of 21.63% 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)
2026-04-14 2026-03-31 13F WELLS FARGO COM 949746101 15,656 2,784 21.63 1,246 3.92 0.0191
2026-01-20 2025-12-31 13F WELLS FARGO CO COM 949746101 12,872 3,547 38.04 1,200 53.52 0.0174
2025-10-10 2025-09-30 13F WELLS FARGO CO COM 949746101 9,325 712 8.27 782 13.19 0.0097
2025-07-11 2025-06-30 13F WELLS FARGO CO COM 949746101 8,613 -2,902 -25.20 690 -16.46 0.0081
2025-04-24 2025-03-31 13F WELLS FARGO CO COM 949746101 11,515 0 0.00 827 2.23 0.0100
2025-01-17 2024-12-31 13F WELLS FARGO CO COM 949746101 11,515 -357,676 -96.88 809 -96.13 0.0095
2024-10-09 2024-09-30 13F WELLS FARGO CO COM 949746101 369,191 -294,539 -44.38 20,856 -47.09 0.2261
2024-07-30 2024-06-30 13F WELLS FARGO CO COM 949746101 663,730 6,769 1.03 39,419 3.52 0.4285
2024-04-16 2024-03-31 13F/A-1 WELLS FARGO CO COM 949746101 656,961 14,302 2.23 38,077 20.38 0.3722
2024-04-10 2024-03-31 13F WELLS FARGO CO COM 949746101 656,961 14,302 38,077 0.2361
2024-02-15 2023-12-31 13F WELLS FARGO CO COM 949746101 642,659 -519,521 -44.70 31,632 -33.39 0.3264
2023-10-10 2023-09-30 13F WELLS FARGO CO COM 949746101 1,162,180 70,484 6.46 47,487 1.92 0.4906
2023-07-13 2023-06-30 13F WELLS FARGO CO COM 949746101 1,091,696 9,144 0.84 46,594 15.14 0.3995
2023-05-08 2023-03-31 13F WELLS FARGO CO COM 949746101 1,082,552 685,081 172.36 40,466 333.01 0.3501
2020-12-08 2020-09-30 13F WELLS FARGO CO COM 949746101 397,471 233,425 142.29 9,345 122.50 0.6725
2020-12-08 2020-06-30 13F/A-1 WELLS FARGO CO COM 949746101 164,046 66,114 67.51 4,200 49.41 0.3926
2020-11-18 2020-06-30 13F WELLS FARGO CO COM 949746101 164,046 66,114 8,859 389,728.9978
2020-12-08 2020-03-31 13F/A-1 WELLS FARGO CO COM 949746101 97,932 72,275 281.70 2,811 103.99 0.3977
2020-11-18 2020-03-31 13F WELLS FARGO CO COM 949746101 97,932 72,275 7,503 397,632.3308
2020-02-12 2019-12-31 13F Wells Fargo COM 949746101 25,657 0 0.00 1,378 6.49 0.2046
2019-10-10 2019-09-30 13F Wells Fargo COM 949746101 25,657 -391,676 -93.85 1,294 -93.45 0.1992
2019-07-30 2019-06-30 13F Wells Fargo COM 949746101 417,333 111,996 36.68 19,748 33.85 3.1443
2019-05-06 2019-03-31 13F WELLS FARGO CO COM 949746101 305,337 -22,458 -6.85 14,754 -1.68 2.1343
2019-02-08 2018-12-31 13F WELLS FARGO CO COM 949746101 327,795 -148,746 -31.21 15,006 -40.09 2.2528
2018-10-30 2018-09-30 13F WELLS FARGO CO COM 949746101 476,541 -837,676 -63.74 25,047 -65.68 3.3665
2018-07-23 2018-06-30 13F WELLS FARGO CO COM 949746101 1,314,217 -177,708 -11.91 72,989 -6.65 8.8809
2018-04-18 2018-03-31 13F WELLS FARGO CO COM 949746101 1,491,925 548,286 58.10 78,192 35.88 10.6521
2018-02-12 2017-12-31 13F WELLS FARGO CO COM 949746101 943,639 -186,100 -16.47 57,546 -8.40 7.4393
2017-11-01 2017-09-30 13F WELLS FARGO CO COM 949746101 1,129,739 -111,359 -8.97 62,825 -8.64 8.7632
2017-09-26 2017-06-30 13F WELLS FARGO CO COM 949746101 1,241,098 254,195 25.76 68,769 26.41 5.3752
2017-09-26 2017-03-31 13F WELLS FARGO CO COM 949746101 986,903 986,903 174.11 54,401 265.67 5.4020
2017-09-26 2016-12-31 13F WELLS FARGO & CO COM 949746101 0 -678,707 -100.00 0 -100.00
2017-09-26 2016-09-30 13F WELLS FARGO & CO COM 949746101 678,707 206,078 43.60 30,053 34.35 2.4649
2017-09-26 2016-06-30 13F WELLS FARGO & CO COM 949746101 472,629 74,044 18.58 22,370 16.05 2.2244
2017-09-26 2016-03-31 13F WELLS FARGO & CO COM 949746101 398,585 -74,346 -15.72 19,276 -25.02 1.9544
2017-09-26 2015-12-31 13F WELLS FARGO & CO COM 949746101 472,931 89,458 23.33 25,709 30.56 2.8720
2017-09-26 2015-09-30 13F WELLS FARGO & CO COM 949746101 383,473 -54,454 -12.43 19,691 -20.05 2.3407
2017-09-26 2015-06-30 13F WELLS FARGO & CO COM 949746101 437,927 -3,700 -0.84 24,629 2.51 2.8270
2017-09-26 2015-03-31 13F WELLS FARGO & CO COM 949746101 441,627 147,700 50.25 24,025 49.10 2.7064
2017-09-26 2014-12-31 13F WELLS FARGO & CO COM 949746101 293,927 -10,776 -3.54 16,113 1.95 1.8955
2017-09-26 2014-09-30 13F WELLS FARGO & CO COM 949746101 304,703 24,080 8.58 15,805 7.15 1.7059
2017-09-26 2014-06-30 13F WELLS FARGO & CO COM 949746101 280,623 -132,958 -32.15 14,750 -28.30 1.3004
2017-09-26 2014-03-31 13F WELLS FARGO & CO COM 949746101 413,581 54,146 15.06 20,572 26.07 3.0212
2017-09-26 2013-12-31 13F WELLS FARGO & CO COM 949746101 359,435 -600 -0.17 16,318 9.69 2.1461
2017-09-26 2013-09-30 13F WELLS FARGO & CO COM 949746101 360,035 -20,000 -5.26 14,877 -5.15 2.0913
2017-09-26 2013-06-30 13F WELLS FARGO & CO COM 949746101 380,035 -38,700 -9.24 15,684 1.26 2.3578
2017-09-25 2013-03-31 13F WELLS FARGO & CO COM 949746101 418,735 418,735 15,489 2.2028
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.