Wells Fargo & Company (WFC) Long-Term Investments (2009 - 2026)
Wells Fargo & Company (WFC) posted Long-Term Investments of $5.6 billion for Q1 2026, down 92.0% sequentially from $70.1 billion in Q3 2025, and down 14.2% YoY from $6.5 billion in Q1 2025.
Wells Fargo & Company (WFC) Long-Term Investments (2009 - 2026) Analysis & Trends
Wells Fargo & Company has reported Long-Term Investments for 18 years, with the latest figure at $5.6 billion in Q1 2026.
- Quarterly Long-Term Investments fell 14.2% year-over-year to $5.6 billion in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $5.6 billion (down 14.2% YoY) and the FY2024 annual result came in at $6.8 billion, down 8.36% from the prior year.
- Long-Term Investments slipped to $5.6 billion in Q1 2026 per WFC's latest filing, from $70.1 billion in the prior quarter.
- Over five years, Long-Term Investments peaked at $70.1 billion in Q3 2025 and troughed at $5.6 billion in Q1 2026.
- A 5-year average of $21.0 billion and a median of $8.4 billion in 2022 frame the typical range for Long-Term Investments.
- The sharpest annual moves came in 2023 and 2025: Long-Term Investments slipped 19.79% in 2023, then rose 17.3% in 2025.
- Over 5 years, Long-Term Investments stood at $9.3 billion in 2022, then retreated by 19.79% to $7.5 billion in 2023, then slipped by 8.36% to $6.8 billion in 2024, then jumped by 924.44% to $70.1 billion in 2025, then tumbled by 92.0% to $5.6 billion in 2026.
- According to Business Quant data, Long-Term Investments over the past three periods registered $5.6 billion, $70.1 billion, and $6.4 billion for Q1 2026, Q3 2025, and Q2 2025 respectively.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | Bank Of America | 441.62 Bn | -146.87 Bn | 30.39 Bn | 24.30 Bn |
| 2 | Hsbc Holdings | 357.01 Bn | 357.01 Bn | - | - |
| 3 | Royal Bank Of Canada | 286.58 Bn | 87.66 Bn | - | - |
| 4 | Wells Fargo & Company | 254.86 Bn | 50.89 Bn | - | - |
| 5 | Mitsubishi Ufj Financial | 251.70 Bn | -141.92 Bn | 10.89 Bn | - |
| 6 | Citigroup | 223.37 Bn | -2,078.94 Bn | 24.75 Bn | - |
| 7 | Banco Santander | 209.76 Bn | 30.11 Bn | - | 8.98 Bn |
| 8 | Toronto Dominion Bank | 194.48 Bn | 19.99 Bn | - | 93.82 Bn |
| 9 | UBS Group AG | 167.76 Bn | -47.95 Bn | - | 2.26 Bn |
| 10 | Bank of New York Mellon | 108.83 Bn | 47.61 Bn | - | - |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 5.61 Bn |
| Sep 30, 2025 | 70.11 Bn |
| Jun 30, 2025 | 6.42 Bn |
| Mar 31, 2025 | 6.54 Bn |
| Dec 31, 2024 | 6.84 Bn |
| Sep 30, 2024 | 59.77 Bn |
| Jun 30, 2024 | 7.06 Bn |
| Mar 31, 2024 | 7.25 Bn |
| Dec 31, 2023 | 7.47 Bn |
| Sep 30, 2023 | 56.03 Bn |
| Jun 30, 2023 | 8.25 Bn |
| Mar 31, 2023 | 8.82 Bn |
| Dec 31, 2022 | 9.31 Bn |
| Sep 30, 2022 | 59.56 Bn |
| Jun 30, 2022 | 9.16 Bn |
| Mar 31, 2022 | 8.51 Bn |
| Dec 31, 2021 | 8.91 Bn |
| Sep 30, 2021 | 66.53 Bn |
| Jun 30, 2021 | 9.66 Bn |
| Mar 31, 2021 | 8.87 Bn |