Wells Fargo & Company
PE ˙ BVL ˙ US9497461015
DETTE SYMBOL ER IKKE LÆNGERE AKTIVT
SecurityPE:WFC / Wells Fargo & Company
InstitutionWest Paces Advisors Inc.
Latest Disclosed Ownership2,751 shares
Latest Disclosed Value $ 219,007
West Paces Advisors Inc. reports 2.69% increase in ownership of WFC / Wells Fargo & Company

On May 5, 2026 - West Paces Advisors Inc. filed a 13F-HR form disclosing ownership of 2,751 shares of Wells Fargo & Company (PE:WFC) valued at $219,007 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 2,679 shares of Wells Fargo & Company. This represents a change in shares of 2.69% 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)
2026-05-05 2026-03-31 13F WELLS FARGO COM 949746101 2,751 72 2.69 219 -12.05 0.0424
2026-01-21 2025-12-31 13F WELLS FARGO CO COM 949746101 2,679 62 2.37 250 13.70 0.0483
2025-10-22 2025-09-30 13F WELLS FARGO CO COM 949746101 2,617 -106 -3.89 219 0.46 0.0437
2025-07-23 2025-06-30 13F WELLS FARGO CO COM 949746101 2,723 -70 -2.51 218 9.00 0.0464
2025-04-15 2025-03-31 13F WELLS FARGO CO NEW COM Stock 949746101 2,793 0 0.00 201 2.04 0.0457
2025-02-14 2024-12-31 13F WELLS FARGO CO NEW COM Stock 949746101 2,793 0 0.00 196 24.84 0.0479
2024-10-15 2024-09-30 13F WELLS FARGO CO NEW COM Stock 949746101 2,793 0 0.00 158 -4.85 0.0386
2024-07-17 2024-06-30 13F WELLS FARGO CO NEW COM Stock 949746101 2,793 -120 -4.12 166 -1.79 0.0433
2024-04-15 2024-03-31 13F WELLS FARGO CO NEW COM Stock 949746101 2,913 -400 -12.07 169 3.07 0.0445
2024-01-30 2023-12-31 13F WELLS FARGO CO NEW COM Stock 949746101 3,313 128 4.02 163 25.38 0.0458
2023-12-18 2023-09-30 13F WELLS FARGO CO NEW COM Stock 949746101 3,185 0 0.00 130 -3.70 0.0408
2023-12-18 2023-06-30 13F WELLS FARGO CO NEW COM Stock 949746101 3,185 800 33.54 136 51.69 0.0401
2023-12-18 2023-03-31 13F WELLS FARGO CO NEW COM Stock 949746101 2,385 0 0.00 89 -9.18 0.0277
2023-12-18 2022-12-31 13F WELLS FARGO CO NEW COM Stock 949746101 2,385 0 0.00 98 3.16 0.0313
2023-12-19 2022-09-30 13F WELLS FARGO CO NEW COM Stock 949746101 2,385 -22 -0.91 96 1.06 0.0341
2023-12-19 2022-06-30 13F WELLS FARGO CO NEW COM Stock 949746101 2,407 58 2.47 94 -16.81 0.0321
2023-12-19 2022-03-31 13F WELLS FARGO CO NEW COM Stock 949746101 2,349 22 0.95 114 1.80 0.0355
2023-12-20 2021-12-31 13F WELLS FARGO CO NEW COM Stock 949746101 2,327 0 0.00 112 3.74 0.0348
2023-12-20 2021-09-30 13F WELLS FARGO CO NEW COM Stock 949746101 2,327 -128 -5.21 108 -3.60 0.0379
2023-12-20 2021-06-30 13F WELLS FARGO CO NEW COM Stock 949746101 2,455 0 0.00 111 16.84 0.0409
2023-12-20 2021-03-31 13F WELLS FARGO CO NEW COM Stock 949746101 2,455 0 0.00 96 28.38 0.0386
2023-12-20 2020-12-31 13F WELLS FARGO CO NEW COM Stock 949746101 2,455 -317 -11.44 74 13.85 0.0330
2023-12-20 2020-09-30 13F WELLS FARGO CO NEW COM Stock 949746101 2,772 -446 -13.86 65 -20.73 0.0333
2023-12-20 2020-06-30 13F WELLS FARGO CO NEW COM Stock 949746101 3,218 -1,010 -23.89 82 -32.23 0.0445
2023-12-21 2020-03-31 13F WELLS FARGO CO NEW COM Stock 949746101 4,228 -9,297 -68.74 121 -83.36 0.0770
2023-12-22 2019-12-31 13F WELLS FARGO CO NEW COM Stock 949746101 13,525 698 5.44 728 12.54 0.3959
2023-12-22 2019-09-30 13F WELLS FARGO CO NEW COM Stock 949746101 12,827 -137 -1.06 647 5.38 0.3866
2023-12-22 2019-06-30 13F WELLS FARGO CO NEW COM Stock 949746101 12,964 2,287 21.42 613 19.03 0.3830
2023-12-22 2019-03-31 13F WELLS FARGO CO NEW COM Stock 949746101 10,677 -1,675 -13.56 516 -9.49 0.3613
2023-12-22 2018-12-31 13F WELLS FARGO CO NEW COM Stock 949746101 12,352 -340 -2.68 569 -14.69 0.4390
2023-12-21 2018-09-30 13F WELLS FARGO CO NEW COM Stock 949746101 12,692 0 0.00 667 -5.12 0.4801
2023-12-22 2018-06-30 13F WELLS FARGO CO NEW COM Stock 949746101 12,692 -455 -3.46 704 2.03 0.5261
2023-12-22 2018-03-31 13F WELLS FARGO CO NEW COM Stock 949746101 13,147 -571 -4.16 689 -17.19 0.5128
2023-12-22 2017-12-31 13F WELLS FARGO CO NEW COM Stock 949746101 13,718 -581 -4.06 832 5.58 0.6160
2023-12-22 2017-09-30 13F WELLS FARGO CO NEW COM Stock 949746101 14,299 -380 -2.59 789 -3.08 0.5945
2023-12-22 2017-06-30 13F WELLS FARGO CO NEW COM Stock 949746101 14,679 705 5.05 813 4.63 0.6456
2023-12-22 2017-03-31 13F WELLS FARGO CO NEW COM Stock 949746101 13,974 0 0.00 778 0.91 0.6202
2023-12-22 2016-12-31 13F WELLS FARGO CO NEW COM Stock 949746101 13,974 13,974 770 0.7188
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.