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Titleist Asset Management’s Wells Fargo WFC Stock Holding History

Titleist Asset Management’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
Q3 		$474K Buy
5,918
+462
+8% +$40K 0.03% 294
2026
Q2 		$451K Sell
5,456
-1,024
-16% -$82.3K 0.03% 285
2026
Q1 		$516K Buy
6,480
+60
+0.9% +$5.15K 0.04% 251
2025
Q4 		$598K Buy
6,420
+702
+12% +$60.9K 0.05% 203
2025
Q3 		$479K Sell
5,718
-198
-3% -$16.1K 0.04% 209
2025
Q2 		$474K Sell
5,916
-291
-5% -$21K 0.05% 208
2025
Q1 		$446K Sell
6,207
-563
-8% -$42.3K 0.05% 199
2024
Q4 		$476K Sell
6,770
-596
-8% -$40.7K 0.05% 199
2024
Q3 		$416K Sell
7,366
-654
-8% -$37K 0.06% 191
2024
Q2 		$476K Buy
8,020
+146
+2% +$8.62K 0.07% 169
2024
Q1 		$456K Buy
7,874
+3,319
+73% +$174K 0.08% 163
2023
Q4 		$224K Sell
4,555
-2,967
-39% -$128K 0.04% 202
2023
Q3 		$307K Buy
+7,522
New +$325K 0.06% 171
2023
Q2 		– Sell
-5,676
Closed -$212K – 241
2023
Q1 		$212K Buy
+5,676
New +$247K 0.04% 198

Other funds holding WFC

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Titleist Asset Management's WFC Position: Q3 2026 in Review

Titleist Asset Management increased its Wells Fargo (WFC) stake by 8.5% in Q3 2026, buying an estimated $40K and bringing the position to 5,918 shares worth $474K. The position accounts for 0.03% of the portfolio, ranked #294.

Titleist Asset Management first reported a position in WFC in Q1 2023 and has held it in 14 quarters since. The position peaked at $598K in Q4 2025. 152 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Titleist Asset Management held 5,918 shares of Wells Fargo worth $474K as of Q3 2026.
  • Titleist Asset Management bought 462 Wells Fargo shares in Q3 2026, an estimated $40K.
  • Wells Fargo made up 0.03% of Titleist Asset Management's portfolio in Q3 2026, its #294 holding.
  • Titleist Asset Management first reported a position in Wells Fargo in Q1 2023 and has held it in 14 quarters since.
  • Titleist Asset Management's Wells Fargo position peaked at $598K in Q4 2025.
  • 152 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Titleist Asset Management's 13F filing for Q3 2026, filed 8 Oct 2026.