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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Silver Oak Securities's WFC Position: Q1 2026 in Review

Silver Oak Securities increased its Wells Fargo (WFC) stake by 9.2% in Q1 2026, buying an estimated $85.5K and bringing the position to 11,806 shares worth $940K. The position accounts for 0.07% of the portfolio, ranked #272.

Silver Oak Securities first reported a position in WFC in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.02M in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Silver Oak Securities held 11,806 shares of Wells Fargo worth $940K as of Q1 2026.
  • Silver Oak Securities bought 996 Wells Fargo shares in Q1 2026, an estimated $85.5K.
  • Wells Fargo made up 0.07% of Silver Oak Securities's portfolio in Q1 2026, its #272 holding.
  • Silver Oak Securities first reported a position in Wells Fargo in Q1 2025 and has held it in 5 quarters since.
  • Silver Oak Securities's Wells Fargo position peaked at $1.02M in Q4 2025.
  • 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Silver Oak Securities's 13F filing for Q1 2026, filed 20 Apr 2026.