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Silverlake Wealth Management’s Wells Fargo WFC Stock Holding History

Silverlake Wealth Management’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 		$485K Buy
5,866
+4
+0.1% +$321 0.09% 226
2026
Q1 		$467K Sell
5,862
-7
-0.1% -$601 0.1% 223
2025
Q4 		$547K Hold
5,869
– – 0.12% 187
2025
Q3 		$492K Sell
5,869
-76
-1% -$6.16K 0.12% 187
2025
Q2 		$476K Sell
5,945
-79
-1% -$5.7K 0.14% 176
2025
Q1 		$432K Sell
6,024
-1
-0% -$75 0.16% 150
2024
Q4 		$423K Buy
6,025
+5
+0.1% +$341 0.16% 153
2024
Q3 		$340K Sell
6,020
-73
-1% -$4.13K 0.13% 187
2024
Q2 		$362K Buy
6,093
+513
+9% +$30.3K 0.15% 170
2024
Q1 		$323K Sell
5,580
-25
-0.4% -$1.31K 0.16% 159
2023
Q4 		$276K Sell
5,605
-4
-0.1% -$173 0.15% 174
2023
Q3 		$229K Buy
5,609
+32
+0.6% +$1.38K 0.13% 193
2023
Q2 		$238K Sell
5,577
-36
-0.6% -$1.45K 0.13% 183
2023
Q1 		$210K Buy
5,613
+321
+6% +$14K 0.13% 193
2022
Q4 		$218K Sell
5,292
-376
-7% -$16.6K 0.14% 181
2022
Q3 		$228K Buy
5,668
+7
+0.1% +$301 0.15% 163
2022
Q2 		$222K Sell
5,661
-2,304
-29% -$101K 0.14% 174
2022
Q1 		$386K Sell
7,965
-417
-5% -$22.3K 0.22% 126
2021
Q4 		$402K Buy
+8,382
New +$413K 0.22% 118

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 $3.37T AUM 44.26% 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

Silverlake Wealth Management's WFC Position: Q2 2026 in Review

Silverlake Wealth Management increased its Wells Fargo (WFC) stake by 0.07% in Q2 2026, buying an estimated $321 and bringing the position to 5,866 shares worth $485K. The position accounts for 0.09% of the portfolio, ranked #226.

Silverlake Wealth Management first reported a position in WFC in Q4 2021 and has held it in 19 quarters since. The position peaked at $547K in Q4 2025. 2,876 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Silverlake Wealth Management held 5,866 shares of Wells Fargo worth $485K as of Q2 2026.
  • Silverlake Wealth Management bought 4 Wells Fargo shares in Q2 2026, an estimated $321.
  • Wells Fargo made up 0.09% of Silverlake Wealth Management's portfolio in Q2 2026, its #226 holding.
  • Silverlake Wealth Management first reported a position in Wells Fargo in Q4 2021 and has held it in 19 quarters since.
  • Silverlake Wealth Management's Wells Fargo position peaked at $547K in Q4 2025.
  • 2,876 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Silverlake Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.