Silvercrest Asset Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.05M | Buy |
25,799
+469
| +2% | +$40.3K | 0.01% | 525 |
|
|
2025
Q4 | $2.36M | Sell |
25,330
-636
| -2% | -$55.2K | 0.02% | 519 |
|
|
2025
Q3 | $2.18M | Buy |
25,966
+195
| +0.8% | +$15.8K | 0.01% | 526 |
|
|
2025
Q2 | $2.06M | Buy |
25,771
+1,115
| +5% | +$80.4K | 0.01% | 547 |
|
|
2025
Q1 | $1.77M | Buy |
24,656
+581
| +2% | +$43.6K | 0.01% | 556 |
|
|
2024
Q4 | $1.69M | Buy |
24,075
+862
| +4% | +$58.9K | 0.01% | 548 |
|
|
2024
Q3 | $1.31M | Sell |
23,213
-5,881
| -20% | -$333K | 0.01% | 543 |
|
|
2024
Q2 | $1.73M | Buy |
29,094
+4
| +0% | +$236 | 0.01% | 543 |
|
|
2024
Q1 | $1.69M | Buy |
29,090
+5,604
| +24% | +$293K | 0.01% | 541 |
|
|
2023
Q4 | $1.16M | Sell |
23,486
-4,931
| -17% | -$213K | 0.01% | 565 |
|
|
2023
Q3 | $1.16M | Buy |
28,417
+52
| +0.2% | +$2.25K | 0.01% | 578 |
|
|
2023
Q2 | $1.21M | Sell |
28,365
-3,219
| -10% | -$130K | 0.01% | 565 |
|
|
2023
Q1 | $1.18M | Sell |
31,584
-446
| -1% | -$19.4K | 0.01% | 552 |
|
|
2022
Q4 | $1.32M | Buy |
32,030
+3,152
| +11% | +$140K | 0.01% | 534 |
|
|
2022
Q3 | $1.16M | Buy |
28,878
+5
| +0% | +$215 | 0.01% | 536 |
|
|
2022
Q2 | $1.13M | Sell |
28,873
-115
| -0.4% | -$5.05K | 0.01% | 556 |
|
|
2022
Q1 | $1.41M | Buy |
28,988
+71
| +0.2% | +$3.8K | 0.01% | 553 |
|
|
2021
Q4 | $1.39M | Buy |
28,917
+480
| +2% | +$23.6K | 0.01% | 525 |
|
|
2021
Q3 | $1.32M | Buy |
28,437
+340
| +1% | +$15.7K | 0.01% | 533 |
|
|
2021
Q2 | $1.27M | Sell |
28,097
-540
| -2% | -$24.1K | 0.01% | 536 |
|
|
2021
Q1 | $1.12M | Sell |
28,637
-5,744
| -17% | -$203K | 0.01% | 547 |
|
|
2020
Q4 | $1.04M | Sell |
34,381
-3,213
| -9% | -$83.2K | 0.01% | 532 |
|
|
2020
Q3 | $884K | Sell |
37,594
-19,103
| -34% | -$471K | 0.01% | 531 |
|
|
2020
Q2 | $1.45M | Sell |
56,697
-5,324
| -9% | -$146K | 0.01% | 493 |
|
|
2020
Q1 | $1.78M | Sell |
62,021
-12,537
| -17% | -$533K | 0.02% | 440 |
|
|
2019
Q4 | $4.01M | Buy |
74,558
+5,724
| +8% | +$300K | 0.03% | 395 |
|
|
2019
Q3 | $3.47M | Sell |
68,834
-2,949
| -4% | -$139K | 0.03% | 407 |
|
|
2019
Q2 | $3.4M | Sell |
71,783
-5,655
| -7% | -$264K | 0.03% | 271 |
|
|
2019
Q1 | $3.74M | Sell |
77,438
-1,813
| -2% | -$89.2K | 0.04% | 260 |
|
|
2018
Q4 | $3.65M | Sell |
79,251
-4,981
| -6% | -$255K | 0.04% | 244 |
|
|
2018
Q3 | $4.43M | Sell |
84,232
-4,060
| -5% | -$232K | 0.04% | 241 |
|
|
2018
Q2 | $4.89M | Sell |
88,292
-12,942
| -13% | -$693K | 0.05% | 242 |
|
|
2018
Q1 | $5.31M | Sell |
101,234
-2,205
| -2% | -$131K | 0.05% | 227 |
|
|
2017
Q4 | $6.28M | Buy |
103,439
+968
| +0.9% | +$54.7K | 0.06% | 215 |
|
|
2017
Q3 | $5.65M | Sell |
102,471
-5,656
| -5% | -$301K | 0.06% | 218 |
|
|
2017
Q2 | $5.99M | Sell |
108,127
-3,962
| -4% | -$212K | 0.06% | 208 |
|
|
2017
Q1 | $6.24M | Buy |
112,089
+88
| +0.1% | +$4.99K | 0.07% | 204 |
|
|
2016
Q4 | $6.17M | Sell |
112,001
-1,070
| -0.9% | -$53.8K | 0.07% | 196 |
|
|
2016
Q3 | $5.01M | Sell |
113,071
-8,173
| -7% | -$391K | 0.06% | 216 |
|
|
2016
Q2 | $5.74M | Buy |
121,244
+3,038
| +3% | +$148K | 0.07% | 201 |
|
|
2016
Q1 | $5.72M | Sell |
118,206
-11,434
| -9% | -$560K | 0.08% | 193 |
|
|
2015
Q4 | $7.05M | Buy |
129,640
+32,587
| +34% | +$1.77M | 0.1% | 183 |
|
|
2015
Q3 | $4.98M | Sell |
97,053
-29,112
| -23% | -$1.6M | 0.08% | 195 |
|
|
2015
Q2 | $7.09M | Buy |
126,165
+48,816
| +63% | +$2.72M | 0.09% | 187 |
|
|
2015
Q1 | $4.21M | Sell |
77,349
-13,704
| -15% | -$741K | 0.06% | 214 |
|
|
2014
Q4 | $4.99M | Buy |
91,053
+2,433
| +3% | +$129K | 0.07% | 201 |
|
|
2014
Q3 | $4.6M | Buy |
88,620
+402
| +0.5% | +$20.7K | 0.07% | 210 |
|
|
2014
Q2 | $4.64M | Buy |
88,218
+3,478
| +4% | +$175K | 0.07% | 211 |
|
|
2014
Q1 | $4.21M | Sell |
84,740
-745
| -0.9% | -$34.7K | 0.07% | 202 |
|
|
2013
Q4 | $3.88M | Hold |
85,485
| – | – | 0.06% | 208 |
|
|
2013
Q3 | $3.53M | Buy |
85,485
+730
| +0.9% | +$31.2K | 0.07% | 203 |
|
|
2013
Q2 | $3.5M | Buy |
+84,755
| New | +$3.3M | 0.07% | 194 |
|
Other funds holding WFC
VCM
VPM
Silvercrest Asset Management's WFC Position: Q1 2026 in Review
Silvercrest Asset Management increased its Wells Fargo (WFC) stake by 1.9% in Q1 2026, buying an estimated $40.3K and bringing the position to 25,799 shares worth $2.05M. The position accounts for 0.01% of the portfolio, ranked #525.
Silvercrest Asset Management first reported a position in WFC in Q2 2013 and has held it in 52 quarters since. The position peaked at $7.09M in Q2 2015. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.
- Silvercrest Asset Management held 25,799 shares of Wells Fargo worth $2.05M as of Q1 2026.
- Silvercrest Asset Management bought 469 Wells Fargo shares in Q1 2026, an estimated $40.3K.
- Wells Fargo made up 0.01% of Silvercrest Asset Management's portfolio in Q1 2026, its #525 holding.
- Silvercrest Asset Management first reported a position in Wells Fargo in Q2 2013 and has held it in 52 quarters since.
- Silvercrest Asset Management's Wells Fargo position peaked at $7.09M in Q2 2015.
- 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.
Based on Silvercrest Asset Management's 13F filing for Q1 2026, filed 15 May 2026.