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Jaffetilchin Investment Partners’s Wells Fargo WFC Stock Holding History

Jaffetilchin Investment Partners’s Portfolio WFC Stock Details WFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.87M Buy
23,433
+179
+0.8% +$15.4K 0.11% 131
2025
Q4 		$2.17M Buy
23,254
+258
+1% +$22.4K 0.13% 115
2025
Q3 		$1.93M Sell
22,996
-21
-0.1% -$1.7K 0.12% 126
2025
Q2 		$1.84M Buy
23,017
+144
+0.6% +$10.4K 0.12% 119
2025
Q1 		$1.64M Buy
22,873
+372
+2% +$27.9K 0.12% 126
2024
Q4 		$1.58M Buy
22,501
+144
+0.6% +$9.83K 0.11% 123
2024
Q3 		$1.26M Buy
22,357
+99
+0.4% +$5.6K 0.1% 124
2024
Q2 		$1.32M Buy
22,258
+262
+1% +$15.5K 0.11% 111
2024
Q1 		$1.27M Buy
21,996
+137
+0.6% +$7.17K 0.11% 112
2023
Q4 		$1.08M Sell
21,859
-461
-2% -$19.9K 0.1% 125
2023
Q3 		$912K Buy
22,320
+182
+0.8% +$7.86K 0.1% 124
2023
Q2 		$945K Buy
22,138
+158
+0.7% +$6.36K 0.1% 130
2023
Q1 		$822K Buy
21,980
+121
+0.6% +$5.27K 0.09% 144
2022
Q4 		$903K Buy
21,859
+548
+3% +$24.3K 0.11% 142
2022
Q3 		$857K Buy
21,311
+709
+3% +$30.5K 0.11% 120
2022
Q2 		$807K Buy
20,602
+3,323
+19% +$146K 0.1% 141
2022
Q1 		$722K Buy
17,279
+1,503
+10% +$80.4K 0.08% 153
2021
Q4 		$757K Sell
15,776
-725
-4% -$35.7K 0.07% 170
2021
Q3 		$766K Sell
16,501
-20,334
-55% -$941K 0.08% 158
2021
Q2 		$1.36M Buy
36,835
+20,185
+121% +$901K 0.09% 144
2021
Q1 		$651K Sell
16,650
-3,457
-17% -$122K 0.08% 172
2020
Q4 		$607K Buy
+20,107
New +$521K 0.09% 146
2020
Q1 		– Sell
-11,438
Closed -$615K – 233
2019
Q4 		$615K Buy
11,438
+993
+10% +$52K 0.13% 107
2019
Q3 		$527K Buy
10,445
+118
+1% +$5.56K 0.13% 106
2019
Q2 		$489K Buy
+10,327
New +$483K 0.11% 127
2017
Q4 		– Sell
-7,038
Closed -$388K – 305
2017
Q3 		$388K Buy
+7,038
New +$374K 0.09% 203
2017
Q2 		– Sell
-5,303
Closed -$295K – 299
2017
Q1 		$295K Buy
+5,303
New +$301K 0.08% 206
2016
Q4 		– Sell
-6,569
Closed -$291K – 305
2016
Q3 		$291K Buy
6,569
+301
+5% +$14.4K 0.09% 177
2016
Q2 		$297K Buy
6,268
+1,380
+28% +$67.3K 0.09% 179
2016
Q1 		$236K Buy
+4,888
New +$239K 0.07% 152
2015
Q4 		– Sell
-4,897
Closed -$251K – 227
2015
Q3 		$251K Buy
4,897
+503
+11% +$27.7K 0.09% 154
2015
Q2 		$247K Buy
4,394
+3
+0.1% +$167 0.07% 165
2015
Q1 		$239K Sell
4,391
-378
-8% -$20.4K 0.07% 178
2014
Q4 		$261K Sell
4,769
-159
-3% -$8.42K 0.09% 174
2014
Q3 		$256K Buy
4,928
+403
+9% +$20.7K 0.09% 170
2014
Q2 		$238K Buy
4,525
+3
+0.1% +$151 0.08% 178
2014
Q1 		$225K Buy
4,522
+30
+0.7% +$1.4K 0.09% 168
2013
Q4 		$204K Sell
4,492
-14,471
-76% -$625K 0.1% 167
2013
Q3 		$784K Buy
+18,963
New +$809K 0.46% 50

Other funds holding WFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jaffetilchin Investment Partners's WFC Position: Q1 2026 in Review

Jaffetilchin Investment Partners increased its Wells Fargo (WFC) stake by 0.77% in Q1 2026, buying an estimated $15.4K and bringing the position to 23,433 shares worth $1.87M. The position accounts for 0.11% of the portfolio, ranked #131.

Jaffetilchin Investment Partners first reported a position in WFC in Q3 2013 and has held it in 39 quarters since. The position peaked at $2.17M in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Jaffetilchin Investment Partners held 23,433 shares of Wells Fargo worth $1.87M as of Q1 2026.
  • Jaffetilchin Investment Partners bought 179 Wells Fargo shares in Q1 2026, an estimated $15.4K.
  • Wells Fargo made up 0.11% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #131 holding.
  • Jaffetilchin Investment Partners first reported a position in Wells Fargo in Q3 2013 and has held it in 39 quarters since.
  • Jaffetilchin Investment Partners's Wells Fargo position peaked at $2.17M in Q4 2025.
  • 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.