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WFC Wells Fargo

Financials, filed as WELLS FARGO CO NEW (COM), Equity As of 2026 Q3 among managers we track Quote on Google Finance, opens in a new tab

Sold by 2 managers in 2026 Q2

  • 3 Owners
  • #32
  • Max 1.4%
  • Master 0.30%
  • $19M
  • 1 add 2 reduce

In 2026 Q3 Murphy Pohlad added to Wells Fargo, while David Katz and Kentucky Trust trimmed.

Who owns this now

Largest portfolio weights among holders, up to 1.4% (David Katz, Matrix Asset Advisors). Not free-float ownership.

  1. David Katz Reduce 1.4%
  2. Kentucky Trust Co. Reduce 0.43%
  3. Murphy Pohlad Add 0.36%

Who owns WFC

Sorted by value, long equity only, as of 2026 Q3.

History
David Katz, Matrix Asset Advisors 1.4%, was 1.5% Reduce −0.6% 216,761 $17M History
Murphy Pohlad, Murphy Pohlad Asset Management 0.36% Add +1.3% 13,082 $1M History
Kentucky Trust Co., Kentucky Trust 0.43%, was 0.44% Reduce −2.7% 10,875 $871K History

3 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by WFC's executives, directors and 10% owners in the last 12 months, from their Form 4s

All WFC insider trades
  • None no insider bought on the open market
  • $10M sold by 3 insiders outside a trading plan
  • None no planned (10b5-1) sales
  1. Ellen R Patterson Sr. EVP and General Counsel
    Sale
    $5.2M 60,000 shares at $87.40 26% of stake
    Traded Feb 26 Filed Feb 27
    ↗
  2. Bridget E. Engle Sr. Executive Vice President
    Sale
    $2.6M 30,000 shares at $87.10 26% of stake
    Traded Feb 26 Filed Feb 27
    ↗
  3. Kleber Santos Sr. Executive Vice President
    Sale
    $2.2M 25,000 shares at $87.72 24% of stake
    Traded Feb 20 Filed Feb 20
    ↗

Also filed in the last 12 months, not counted as buying or selling: 70 share withholdings for taxes, 70 option exercises, 8 gifts, and 1 other transaction.

Congress

16 members of Congress traded WFC in the last three years: 22 buys and 14 sales. 21 members listed it in 2025 annual reports.

All Congress trades
  1. Michael A. Rulli R-OH-6 Partial sale $1K–$15K Sep 3 filed Oct 2
  2. Mitch McConnell R-KYSpouse Buy $15K–$50K Sep 1 filed Sep 21
  3. Alan Armstrong R-OK Buy $1K–$15K Mar 27 filed Jul 21
  4. Mitch McConnell R-KYSpouse Buy $1K–$15K Jun 1 filed Jun 30
  5. Tim Walberg R-MI-5Joint Buy $15K–$50K Feb 7, 2025 filed Jun 3
  6. Lloyd Smucker R-PA-11 Sell $15K–$50K Apr 23 filed Apr 30

SEC filings

Recent issuer filings from EDGAR, 25 shown.

Filed Form Detail Links
424B2 PRICING SUPPLEMENT NO. 309 Filing Doc
424B2 PRELIMINARY PRICING SUPPLEMENT NO. 320 Filing Doc
424B2 PRICING SUPPLEMENT NO. 303 Filing Doc
424B2 PRICING SUPPLEMENT NO. 311 Filing Doc
424B2 PRICING SUPPLEMENT NO. 312 Filing Doc
424B2 PRELIMINARY PRICING SUPPLEMENT NO. 310 Filing Doc
424B2 PRELIMINARY PRICING SUPPLEMENT NO. 316 Filing Doc
424B2 PRELIMINARY PRICING SUPPLEMENT NO. 319 Filing Doc
424B2 PRELIMINARY PRICING SUPPLEMENT NO. 315 Filing Doc
424B2 PRELIMINARY PRICING SUPPLEMENT NO. 314 Filing Doc
424B2 PRELIMINARY PRICING SUPPLEMENT NO. 317 Filing Doc
424B2 PRELIMINARY PRICING SUPPLEMENT NO. 318 Filing Doc
424B2 PRELIMINARY PRICING SUPPLEMENT NO. 312 Filing Doc
424B2 PRICING SUPPLEMENT NO. 299 Filing Doc
424B2 PRICING SUPPLEMENT NO. 294 Filing Doc
424B2 PRELIMINARY PRICING SUPPLEMENT NO. 307 Filing Doc
424B2 PRICING SUPPLEMENT NO. 301 Filing Doc
424B2 PRELIMINARY PRICING SUPPLEMENT NO. 308 Filing Doc
424B2 PRELIMINARY PRICING SUPPLEMENT NO. 309 Filing Doc
424B2 PRELIMINARY PRICING SUPPLEMENT NO. 311 Filing Doc
424B2 PRICING SUPPLEMENT NO. 287 Filing Doc
424B2 PRICING SUPPLEMENT NO. 295 Filing Doc
424B2 PRICING SUPPLEMENT NO. 296 Filing Doc
424B2 PRICING SUPPLEMENT NO. 289 Filing Doc
424B2 PRICING SUPPLEMENT NO. 288 Filing Doc

Source: SEC EDGAR submissions, updated 1 day ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Net income $19.14B $19.72B $21.34B

Balance sheet

Metric FY2023 FY2024 FY2025
Total assets $1.93T $1.93T $2.15T
Total equity $185.74B $179.12B $181.12B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $40.36B $3.04B -$19B
Cash from investing $16.04B -$15.65B -$187.9B
Cash from financing $20.49B -$21.53B $177.59B
Net change in cash $76.9B -$34.15B -$29.31B

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.