TITLEIST ASSET MANAGEMENT, LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1977759 SAN ANTONIO, TX

Position in WFC

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$450,883

-$64,989 QoQ

Shares Held

5,456

-15.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,874

of 2,858 holders

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

TITLEIST ASSET MANAGEMENT, LLC holds $9,816,364 across 6 Banks - Diversified names. WFC ranks #4 (4.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	18,206	$5,959,369
2	BAC	Bank Of America Corp /De/	28,897	$1,646,551
3	C	Citigroup Inc	7,630	$1,067,894
4	WFC	Wells Fargo & Company/Mn This page	5,456	$450,883
5	BNY	Bank of New York Mellon Corp	2,555	$369,478
6	UBS	UBS Group AG	6,501	$322,189

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$450,883	5,456	-15.8%	Shares	Sole	2026-07-20
2026-03-31	$515,872	6,480	+0.9%	Shares	Sole	2026-04-30
2025-12-31	$598,344	6,420	+12.3%	Shares	Sole	2026-02-12
2025-09-30	$479,282	5,718	-3.3%	Shares	Sole	2025-11-05
2025-06-30	$473,989	5,916	-4.7%	Shares	Sole	2025-08-12
2025-03-31	$445,600	6,207	-8.3%	Shares	Sole	2025-05-15
2024-12-31	$475,524	6,770	-8.1%	Shares	Sole	2025-02-13
2024-09-30	$416,105	7,366	-8.2%	Shares	Sole	2024-11-13
2024-06-30	$476,307	8,020	+1.9%	Shares	Sole	2024-08-12
2024-03-31	$456,377	7,874	+72.9%	Shares	Sole	2024-05-15
2023-12-31	$224,197	4,555	-39.4%	Shares	Sole	2024-02-15
2023-09-30	$307,348	7,522	+32.5%	Shares	Sole	2023-11-14
2023-03-31	$212,168	5,676	—	Shares	Sole	2023-05-18
No filing history on record for this holder in this stock.