Equity

Unrealized Losses on Investments (Before Tax)

Wells Fargo & Company Unrealized Losses on Investments (Before Tax) increased by 13.2% to $4.52B in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 24.8%, from $6.01B to $4.52B. Over 5 years (FY 2020 to FY 2025), Unrealized Losses on Investments (Before Tax) shows an upward trend with a 72.3% CAGR. This increase may warrant attention — for this metric, lower values are generally preferred.

Analysis

StatementBalance Sheet Statement
SectionEquity
CategoryRisk
SignalLower is better
VolatilityVolatile
First reportedQ4 2017
Last reportedQ1 2026Apr 29, 2026

How to read this metric

An increase in unrealized losses often signals rising interest rates or deteriorating credit quality in the underlying securities.

Detailed definition

This metric captures the negative difference between the amortized cost and the current fair market value of investment...

Peer comparison

Commonly disclosed by all large financial institutions as part of their investment portfolio risk profile.

Metric ID: unrealized_losses_on_investments

Historical Data

20 periods
 Q2 '21Q3 '21Q4 '21Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Value$454.00M$576.00M$854.00M$5.50B$6.35B$9.18B$8.24B$7.64B$8.35B$11.16B$6.95B$7.57B$7.91B$4.87B$7.83B$6.01B$5.85B$4.52B$3.99B$4.52B
QoQ Change+26.9%+48.3%+544.1%+15.4%+44.5%-10.2%-7.3%+9.4%+33.7%-37.7%+9.0%+4.4%-38.4%+60.8%-23.2%-2.6%-22.9%-11.6%+13.2%
YoY Change>999%>999%+864.6%+38.8%+31.5%+21.6%-15.6%-0.9%-5.3%-56.4%+12.6%-20.6%-25.9%-7.2%-49.0%-24.8%
Range$454.00M$11.16B
CAGR+62.2%
Avg YoY Growth+222.2%
Median YoY Growth-3.1%

Frequently Asked Questions

What is Wells Fargo & Company's unrealized losses on investments (before tax)?
Wells Fargo & Company (WFC) reported unrealized losses on investments (before tax) of $4.52B in Q1 2026.
How has Wells Fargo & Company's unrealized losses on investments (before tax) changed year-over-year?
Wells Fargo & Company's unrealized losses on investments (before tax) decreased by 24.8% year-over-year, from $6.01B to $4.52B.
What is the long-term trend for Wells Fargo & Company's unrealized losses on investments (before tax)?
Over 5 years (2020 to 2025), Wells Fargo & Company's unrealized losses on investments (before tax) has grown at a 72.3% compound annual growth rate (CAGR), from $263.00M to $3.99B.
What does unrealized losses on investments (before tax) mean?
The total paper loss on investments that the bank still holds but has not yet sold.