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Silver Oak Securities’s Wells Fargo WFC Stock Holding History

Silver Oak Securities’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 		$968K Sell
11,719
-87
-0.7% -$6.99K 0.06% 307
2026
Q1 		$940K Buy
11,806
+996
+9% +$85.5K 0.07% 272
2025
Q4 		$1.02M Buy
10,810
+475
+5% +$41.2K 0.07% 282
2025
Q3 		$866K Buy
10,335
+7,216
+231% +$585K 0.06% 295
2025
Q2 		$250K Buy
3,119
+75
+2% +$5.41K 0.02% 590
2025
Q1 		$215K Buy
+3,044
New +$229K 0.02% 579

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 $3.38T AUM 44.17% 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 Oak Securities's WFC Position: Q2 2026 in Review

Silver Oak Securities reduced its Wells Fargo (WFC) stake by 0.74% in Q2 2026, selling an estimated $6.99K and leaving 11,719 shares worth $968K. The position accounts for 0.06% of the portfolio, ranked #307.

Silver Oak Securities first reported a position in WFC in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.02M in Q4 2025. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Silver Oak Securities held 11,719 shares of Wells Fargo worth $968K as of Q2 2026.
  • Silver Oak Securities sold 87 Wells Fargo shares in Q2 2026, an estimated $6.99K.
  • Wells Fargo made up 0.06% of Silver Oak Securities's portfolio in Q2 2026, its #307 holding.
  • Silver Oak Securities first reported a position in Wells Fargo in Q1 2025 and has held it in 6 quarters since.
  • Silver Oak Securities's Wells Fargo position peaked at $1.02M in Q4 2025.
  • 2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

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