Silver Oak Advisory Group
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Silver Oak Advisory Group’s Wells Fargo WFC Stock Holding History

Silver Oak Advisory 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
Q3 		$488K Hold
6,095
– – 0.19% 50
2026
Q2 		$503K Sell
6,095
-489
-7% -$39.3K 0.2% 45
2026
Q1 		$524K Hold
6,584
– – 0.23% 40
2025
Q4 		$613K Sell
6,584
-420
-6% -$36.5K 0.28% 35
2025
Q3 		$587K Sell
7,004
-370
-5% -$30K 0.27% 39
2025
Q2 		$590K Buy
+7,374
New +$532K 0.29% 39

Other funds holding WFC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Silver Oak Advisory Group's WFC Position: Q3 2026 in Review

Silver Oak Advisory Group held its Wells Fargo (WFC) position steady in Q3 2026 at 6,095 shares worth $488K. The position accounts for 0.19% of the portfolio, ranked #50.

Silver Oak Advisory Group first reported a position in WFC in Q2 2025 and has held it in 6 quarters since. The position peaked at $613K in Q4 2025. 1,887 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Silver Oak Advisory Group held 6,095 shares of Wells Fargo worth $488K as of Q3 2026.
  • Silver Oak Advisory Group left its Wells Fargo share count unchanged in Q3 2026.
  • Wells Fargo made up 0.19% of Silver Oak Advisory Group's portfolio in Q3 2026, its #50 holding.
  • Silver Oak Advisory Group first reported a position in Wells Fargo in Q2 2025 and has held it in 6 quarters since.
  • Silver Oak Advisory Group's Wells Fargo position peaked at $613K in Q4 2025.
  • 1,887 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Silver Oak Advisory Group's 13F filing for Q3 2026, filed 6 Nov 2026.