Jaffetilchin Investment Partners, LLC reports 0.77% increase in ownership of WFC / Wells Fargo & Company

Wells Fargo & Company

PE ˙ BVL ˙ US9497461015

DIESES SYMBOL IST NICHT MEHR AKTIV

Security	PE:WFC / Wells Fargo & Company
Institution	Jaffetilchin Investment Partners, LLC
Latest Disclosed Ownership	23,433 shares
Latest Disclosed Value	$ 1,865,482

On May 13, 2026 - Jaffetilchin Investment Partners, LLC filed a 13F-HR form disclosing ownership of 23,433 shares of Wells Fargo & Company (PE:WFC) valued at $1,865,482 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 15, 2026 disclosing 23,254 shares of Wells Fargo & Company. This represents a change in shares of 0.77% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)

File Date	Effective Date	Form	Security	Class	ID	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-05-13	2026-03-31	13F	WELLS FARGO & CO COM	Stock	949746101	23,433	179	0.77	1,865	-13.94	0.1110
2026-01-15	2025-12-31	13F	WELLS FARGO CO NEW COM	Stock	949746101	23,254	258	1.12	2,167	12.45	0.1267
2025-11-13	2025-09-30	13F	WELLS FARGO CO NEW COM	Stock	949746101	22,996	-21	-0.09	1,928	4.50	0.1154
2025-08-12	2025-06-30	13F	WELLS FARGO CO NEW COM	Stock	949746101	23,017	144	0.63	1,844	12.30	0.1206
2025-04-24	2025-03-31	13F	WELLS FARGO CO NEW COM	Stock	949746101	22,873	372	1.65	1,642	3.92	0.1192
2025-02-13	2024-12-31	13F	WELLS FARGO CO NEW COM	Stock	949746101	22,501	144	0.64	1,580	25.20	0.1144
2024-11-04	2024-09-30	13F	WELLS FARGO CO NEW COM	Stock	949746101	22,357	99	0.44	1,263	-4.47	0.0955
2024-07-30	2024-06-30	13F	WELLS FARGO CO	COM	949746101	22,258	262	1.19	1,322	3.69	0.1129
2024-05-16	2024-03-31	13F	WELLS FARGO CO	COM	949746101	21,996	137	0.63	1,275	18.51	0.1143
2024-02-13	2023-12-31	13F	WELLS FARGO CO	COM	949746101	21,859	-461	-2.07	1,076	17.87	0.1049
2023-11-13	2023-09-30	13F	WELLS FARGO CO	COM	949746101	22,320	182	0.82	912	-3.39	0.1006
2023-08-15	2023-06-30	13F	WELLS FARGO CO	COM	949746101	22,138	158	0.72	945	14.98	0.0997
2023-05-11	2023-03-31	13F	WELLS FARGO CO	COM	949746101	21,980	121	0.55	822	-8.98	0.0933
2023-02-10	2022-12-31	13F	WELLS FARGO CO	COM	949746101	21,859	548	2.57	903	5.25	0.1102
2022-11-14	2022-09-30	13F	WELLS FARGO CO	COM	949746101	21,311	709	3.44	857	6.20	0.1100
2022-08-15	2022-06-30	13F	WELLS FARGO CO	COM	949746101	20,602	3,323	19.23	807	11.77	0.0954
2022-05-13	2022-03-31	13F	WELLS FARGO CO	COM	949746101	17,279	1,503	9.53	722	-4.62	0.0849
2022-02-17	2021-12-31	13F	WELLS FARGO CO	COM	949746101	15,776	-725	-4.39	757	-1.17	0.0716
2021-10-25	2021-09-30	13F	WELLS FARGO CO	COM	949746101	16,501	-20,334	-55.20	766	-43.88	0.0815
2021-08-09	2021-06-30	13F	WELLS FARGO CO	COM	949746101	36,835	20,185	121.23	1,365	109.68	0.0942
2021-05-10	2021-03-31	13F	WELLS FARGO CO	COM	949746101	16,650	-3,457	-17.19	651	7.25	0.0767
2021-02-12	2020-12-31	13F	WELLS FARGO CO	COM	949746101	20,107	20,107		607		0.0861
2020-05-06	2020-03-31	13F	WELLS FARGO CO	COM	949746101	0	-11,438	-100.00	0	-100.00
2020-01-28	2019-12-31	13F	WELLS FARGO CO	COM	949746101	11,438	993	9.51	615	16.70	0.1327
2019-10-15	2019-09-30	13F	WELLS FARGO CO	COM	949746101	10,445	118	1.14	527	7.77	0.1259
2019-08-13	2019-06-30	13F	WELLS FARGO CO	COM	949746101	10,327	10,327		489		0.1139
2018-01-10	2017-12-31	13F	WELLS FARGO CO	COM	949746101	0	-7,038	-100.00	0	-100.00
2017-11-03	2017-09-30	13F	WELLS FARGO CO	COM	949746101	7,038	7,038		388		0.0914
2017-08-03	2017-06-30	13F	WELLS FARGO & CO	COM	949746101	0	-5,303	-100.00	0	-100.00
2017-05-08	2017-03-31	13F	WELLS FARGO & CO	COM	949746101	5,303	5,303		295		0.0750
2017-02-14	2016-12-31	13F	WELLS FARGO & CO	COM	949746101	0	-6,569	-100.00	0	-100.00
2016-11-09	2016-09-30	13F	WELLS FARGO & CO	COM	949746101	6,569	301	4.80	291	-2.02	0.0925
2016-08-05	2016-06-30	13F	WELLS FARGO & CO	COM	949746101	6,268	1,380	28.23	297	25.85	0.0900
2016-04-14	2016-03-31	13F	WELLS FARGO & CO	COM	949746101	4,888	4,888	0.00	236		0.0746
2016-01-26	2015-12-31	13F	WELLS FARGO & CO	COM	949746101	0	-4,897	-100.00	0	-100.00
2015-11-12	2015-09-30	13F/A-1	WELLS FARGO & CO	COM	949746101	4,897	503	11.45	251	1.62	0.0935
2015-11-02	2015-09-30	13F	WELLS FARGO & CO	COM	949746101	4,897	503		251		0.0895
2015-07-27	2015-06-30	13F	WELLS FARGO & CO	COM	949746101	4,394	3	0.07	247	3.35	0.0741
2015-05-01	2015-03-31	13F	WELLS FARGO & CO	COM	949746101	4,391	4,391	0.00	239		0.0723
2015-02-02	2014-12-31	13F	WELLS FARGO & CO	COM	949746101	0	-4,928	-100.00	0	-100.00
2014-11-07	2014-09-30	13F	WELLS FARGO & CO	COM	949746101	4,928	403	8.91	256	7.56	0.0939
2014-07-24	2014-06-30	13F	WELLS FARGO & CO	COM	949746101	4,525	3	0.07	238	5.78	0.0849
2014-05-07	2014-03-31	13F	WELLS FARGO & CO	COM	949746101	4,522	30	0.67	225	10.29	0.0879
2014-01-14	2013-12-31	13F	WELLS FARGO & CO	COM	949746101	4,492	-14,471	-76.31	204	-73.98	0.1006
2013-11-08	2013-09-30	13F	WELLS FARGO & CO	COM	949746101	18,963	18,963		784		0.4590

Legend

Shares: The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value: The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price: The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class: This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred

Allocation (%): The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation: The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%): The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis: The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss: This is the market value of the position as of the effective date minus the cost basis.