Wells Fargo & Company 13F-HR Filing Summary
Business Context and Reporting Period
This filing is a Form 13F-HR (Holdings Report) submitted by Wells Fargo & Company as an Institutional Investment Manager. The report covers the quarter ended March 31, 2026, and was signed on May 11, 2026. The filing includes holdings for Wells Fargo & Company and six other included managers, totaling 17,971 entries.
Key Financial Metrics
As a 13F filing, this document reports equity holdings rather than the company's own operating financials (revenue, profit, cash flow, or debt). The key metrics provided are:
- Total Value of Reported Holdings: $530,336,323,912
- Total Number of Holdings Entries: 17,971
- Number of Included Managers: 6
The filing does not provide data on Wells Fargo's corporate revenue, profit margins, liquidity, or debt levels.
Material Changes
The filing text does not provide comparative data for the prior period (e.g., December 31, 2025) to calculate material changes in holdings value or composition. The document is a standalone snapshot of holdings as of the reporting date.
Guidance, Outlook, and Risks
This form is a regulatory disclosure of securities holdings and does not contain management commentary, future guidance, risk factors, or contingencies regarding the company's business operations. The filing includes a standard disclaimer that the SEC has not reviewed the information for accuracy.
Investor Verification Checklist
- Verify the total reported value of $530.3 billion against the company's total assets in its 10-Q or 10-K filings to understand the proportion of assets managed under this specific 13F mandate.
- Confirm the list of six included managers (e.g., Wells Fargo Clearing Services, Wells Fargo Advisors) to ensure the scope of reported holdings aligns with the intended investment divisions.
- Note that this filing reflects equity positions only; it excludes derivatives, fixed income, and other non-equity assets which may be significant for a financial institution.
- Check the filing date (May 11, 2026) to ensure it meets the regulatory deadline for the March 31, 2026 quarter.