WFC WELLS FARGO & COMPANY/MN

NEUTRAL Impact: 3/10 13F-HR
Horizon days Filed May 11, 2026 Processed 1mo ago SEC 0000072971-26-000261
13F from Wells Fargo (mega_passive)
Latest settled — T+5d
WFC-PA ▼ -2.11% at T+5d
NEUTRAL call ✗ call lost -2.11% · α vs SPY -2.02% · entry $18.93 → $18.53
Next anchor: T+20d due 4d ago
Currently $83.73 · +342.31% from $18.93 entry
Entry anchored
May 11, 2026
via day open
T+1d
-0.69%
call -0.69% · α -0.55%
$18.80
settled 5w ago
T+5d
-2.11%
call -2.11% · α -2.02%
$18.53
settled 26d ago
T+20d
call — · α —
due 4d ago
T+60d
call — · α —
in 8w

Price Chart

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Executive Summary

Wells Fargo & Co. filed its quarterly 13F-HR for the period ending March 31, 2026, reporting a total portfolio value of approximately $530.3 billion. The filing is a routine update with no actionable changes observable without prior quarter data; it reflects the bank's diversified holdings across sectors.

Actionable Insight

Review Wells Fargo's full list of holdings for sector exposures, but this routine 13F does not signal near-term trading opportunities. Monitor subsequent filings for significant position shifts.

Key Facts

  • Portfolio value as of March 31, 2026: ~$530.3 billion.
  • Filing includes 17,971 entries across multiple managed accounts.
  • No prior quarter data provided; unable to calculate position changes.

Financial Impact

Not specified

Risk Factors

  • Large portfolio size obscures small changes that may be meaningful.
  • No prior quarter data limits trend analysis.

Market Snapshot

Exchange
NYSE
Sector
National Commercial Banks

Documents Analyzed

This report is based on 3 SEC documents filed with EDGAR.

DocumentAccession Number
13F-HR Filing (Primary)0000072971-26-000261
Document: 0000072971-26-000261-index.html0000072971-26-000261
Document: 0000072971-26-000261.txt0000072971-26-000261
25 reports for WFC
Performance horizon
40% Hit rate 2 of 5 directional calls best @ T+1▲ +0.59%May 31, 2026
Filters
Rows
Reports for WFC — sortable, filterable
Type Now
May 31, 2026
12d ago
ANALYST-UPGRADE
BULLISH ★ 2/10
$86.91 $85.16▼ −2.01%▼ −2.14%$83.73 (−3.66%)
May 29, 2026
15d ago
Court Ruling
NEUTRAL ★ 1/10
$77.52 $78.68▲ +1.50%▲ +1.79%$83.73 (+8.02%)
May 28, 2026
16d ago
Court Ruling
NEUTRAL ★ 1/10
$76.62 $78.68▲ +2.69%▲ +2.74%$83.73 (+9.28%)
May 28, 2026
16d ago
Court Ruling
NEUTRAL ★ 2/10
$76.62 $78.68▲ +2.69%▲ +2.74%$83.73 (+9.28%)
May 28, 2026
16d ago
Court Ruling
BEARISH ★ 4/10
$76.62 $78.68▼ −2.69%▼ −2.74%$83.73 (−9.28%)
May 18, 2026
26d ago
Court Ruling
BEARISH ★ 4/10
$74.39 $77.52▼ −4.21%▼ −2.59%$83.73 (−12.56%)
May 15, 2026
29d ago
Court Ruling
NEUTRAL ★ 1/10
$73.41 $76.51▲ +4.22%▲ +3.26%$83.73 (+14.06%)
May 13, 2026
4w ago
Court Ruling
NEUTRAL ★ 1/10
$73.52 $75.78▲ +3.07%▲ +3.21%$83.73 (+13.89%)
May 12, 2026
4w ago
Court Ruling
BULLISH ★ 4/10
$75.17 $74.37▼ −1.06%▼ −1.14%$83.73 (+11.39%)
May 11, 2026
4w ago
13F-HR
NEUTRAL ★ 3/10
$18.93 $18.53▼ −2.11%▼ −2.02%$83.73 (+342.31%)
Showing 10 of 25

US Market Status

Market Closed — Opens Mon (48h 16m)

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