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Silver Oak Securities’s Nasdaq NDAQ Stock Holding History

Silver Oak Securities’s Portfolio NDAQ Stock Details NDAQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-6,402
Closed -$543K – 877
2026
Q1 		$543K Buy
+6,402
New +$574K 0.04% 408

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Vanguard Portfolio Management
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Massachusetts Financial Services
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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Silver Oak Securities's NDAQ Position: Q2 2026 in Review

Silver Oak Securities sold out of Nasdaq (NDAQ) in Q2 2026, closing a stake of 6,402 shares — an estimated $543K sold.

Silver Oak Securities first reported a position in NDAQ in Q1 2026 and held it in 1 quarter. The position peaked at $543K in Q1 2026. 1,074 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • Silver Oak Securities reported no remaining Nasdaq position as of Q2 2026 after selling out during the quarter.
  • Silver Oak Securities sold 6,402 Nasdaq shares in Q2 2026, an estimated $543K.
  • Silver Oak Securities first reported a position in Nasdaq in Q1 2026 and held it in 1 quarter.
  • Silver Oak Securities's Nasdaq position peaked at $543K in Q1 2026.
  • 1,074 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.