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 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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

DJC

Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Titleist Asset Management's WFC Position: Q2 2026 in Review

Titleist Asset Management reduced its Wells Fargo (WFC) stake by 16% in Q2 2026, selling an estimated $82.3K and leaving 5,456 shares worth $451K. The position accounts for 0.03% of the portfolio, ranked #285.

Titleist Asset Management first reported a position in WFC in Q1 2023 and has held it in 13 quarters since. The position peaked at $598K in Q4 2025. 909 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Titleist Asset Management held 5,456 shares of Wells Fargo worth $451K as of Q2 2026.
Titleist Asset Management sold 1,024 Wells Fargo shares in Q2 2026, an estimated $82.3K.
Wells Fargo made up 0.03% of Titleist Asset Management's portfolio in Q2 2026, its #285 holding.
Titleist Asset Management first reported a position in Wells Fargo in Q1 2023 and has held it in 13 quarters since.
Titleist Asset Management's Wells Fargo position peaked at $598K in Q4 2025.
909 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Titleist Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.