Wells Fargo’s problem commercial loans shift towards C&I

- By Lea Mok
- 11 Nov 2026

Wells Fargo’s problem commercial loans are increasingly concentrated in commercial and industrial (C&I) lending rather than commercial real estate (CRE), a Risk Quantum analysis found, with C&I’s share of nonaccrual loans reaching its highest level in nearly four years.

C&I loans accounted for 32.9% of the bank’s total commercial nonaccrual loans in Q3, up from 26% in the previous quarter and 13.5

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