Wells Fargo & Company
US ˙ NYSE ˙ US9497461015

SecurityWFC / Wells Fargo & Company
InstitutionCRA Financial Services, LLC
Latest Disclosed Ownership2,446 shares
Latest Disclosed Value $ 194,748
CRA Financial Services, LLC reports 46.83% decrease in ownership of WFC / Wells Fargo & Company

On April 9, 2026 - CRA Financial Services, LLC filed a 13F-HR form disclosing ownership of 2,446 shares of Wells Fargo & Company (US:WFC) valued at $194,726 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 4,600 shares of Wells Fargo & Company. This represents a change in shares of -46.83% during the quarter. The current value of the position is $192,451 USD.

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 2,446 -2,154 -46.83 195 -54.67 0.0253
2026-01-16 2025-12-31 13F WELLS FARGO CO COM 949746101 4,600 47 1.03 429 12.34 0.0561
2025-10-16 2025-09-30 13F WELLS FARGO CO COM 949746101 4,553 151 3.43 382 8.24 0.0522
2025-07-14 2025-06-30 13F WELLS FARGO CO COM 949746101 4,402 523 13.48 353 26.62 0.0539
2025-04-16 2025-03-31 13F WELLS FARGO CO COM 949746101 3,879 962 32.98 278 36.27 0.0476
2025-01-31 2024-12-31 13F WELLS FARGO CO COM 949746101 2,917 2,917 205 0.0352
2020-04-14 2020-03-31 13F WELLS FARGO CO COM 949746101 0 -4,356 -100.00 0 -100.00
2020-01-28 2019-12-31 13F WELLS FARGO CO COM 949746101 4,356 -103 -2.31 234 4.00 0.1277
2019-11-07 2019-09-30 13F WELLS FARGO CO COM 949746101 4,459 -2,600 -36.83 225 -32.63 0.1361
2019-07-24 2019-06-30 13F WELLS FARGO CO COM 949746101 7,059 278 4.10 334 1.83 0.2007
2019-04-15 2019-03-31 13F WELLS FARGO CO COM 949746101 6,781 -696 -9.31 328 -4.93 0.2137
2019-02-08 2018-12-31 13F WELLS FARGO CO COM 949746101 7,477 7,477 345 0.2490
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.