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Silver Grove Financial Group’s Wells Fargo WFC Stock Holding History

Silver Grove Financial Group’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 		$204K Buy
+2,472
New +$199K 0.11% 144
2026
Q1 		– Sell
-2,360
Closed -$220K – 523
2025
Q4 		$220K Buy
+2,360
New +$205K 0.19% 97

Other funds holding WFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Silver Grove Financial Group's WFC Position: Q2 2026 in Review

Silver Grove Financial Group opened a new position in Wells Fargo (WFC) in Q2 2026: 2,472 shares worth $204K. The stake represents 0.11% of the portfolio and ranks #144 among its holdings. This is a return to the name: Silver Grove Financial Group previously reported a position in WFC as recently as Q4 2025.

Silver Grove Financial Group first reported a position in WFC in Q4 2025 and has held it in 2 quarters since. The position peaked at $220K in Q4 2025. 2,866 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Silver Grove Financial Group held 2,472 shares of Wells Fargo worth $204K as of Q2 2026.
  • Wells Fargo was a new Silver Grove Financial Group position in Q2 2026.
  • Wells Fargo made up 0.11% of Silver Grove Financial Group's portfolio in Q2 2026, its #144 holding.
  • Silver Grove Financial Group first reported a position in Wells Fargo in Q4 2025 and has held it in 2 quarters since.
  • Silver Grove Financial Group's Wells Fargo position peaked at $220K in Q4 2025.
  • 2,866 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Silver Grove Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.