SEC Filing Summary: Wells Fargo & Company (13F-HR)
Business Context and Reporting Period
This filing is a Form 13F-HR submitted by Wells Fargo & Company acting as an Institutional Investment Manager. The report covers the calendar quarter ended June 30, 2026. The report was signed by Patricia Arce on August 14, 2026. This filing consolidates holdings for Wells Fargo & Company and six other included managers, including Wells Fargo Clearing Services, LLC and Wells Fargo Advisors Financial Network, LLC.
Key Financial Metrics
As a Form 13F-HR, this document reports equity holdings rather than the company's operational financial performance (revenue, profit, or cash flow). The following metrics relate to the reported investment portfolio:
- Total Portfolio Value: $617,421,595,284
- Total Number of Holdings: 18,984
- Number of Included Managers: 6
Note: The filing text does not provide values for revenue, profit, cash flow, margins, debt, or liquidity as these are operational metrics not reported in a 13F-HR.
Material Changes
The filing text does not provide comparative data for the prior period (e.g., March 31, 2026) to calculate material changes in portfolio value or composition. The document serves as a snapshot of holdings at the end of the reporting period.
Guidance, Outlook, and Risks
This filing type does not contain management commentary, forward-looking guidance, or specific risk factors regarding the company's operations. The standard SEC disclaimer applies: the Commission has not reviewed the information for accuracy or completeness.
Key Facts for Investor Verification
- Verify the total reported value of $617.4 billion against the sum of individual holdings in the full schedule (not provided in this summary text).
- Confirm the inclusion of the six subsidiary managers listed (e.g., Wells Fargo Clearing Services, Wells Fargo Bank N.A.) to ensure the aggregate figure represents the full scope of the reporting entity.
- Note that this report reflects equity holdings managed by Wells Fargo, not the bank's own balance sheet or earnings.
- Check the filing date of August 14, 2026 to ensure it aligns with the regulatory deadline for the June 30, 2026 quarter.