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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Silverlake Wealth Management's WFC Position: Q1 2026 in Review

Silverlake Wealth Management reduced its Wells Fargo (WFC) stake by 0.12% in Q1 2026, selling an estimated $601 and leaving 5,862 shares worth $467K. The position accounts for 0.1% of the portfolio, ranked #223.

Silverlake Wealth Management first reported a position in WFC in Q4 2021 and has held it in 18 quarters since. The position peaked at $547K in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Silverlake Wealth Management held 5,862 shares of Wells Fargo worth $467K as of Q1 2026.
Silverlake Wealth Management sold 7 Wells Fargo shares in Q1 2026, an estimated $601.
Wells Fargo made up 0.1% of Silverlake Wealth Management's portfolio in Q1 2026, its #223 holding.
Silverlake Wealth Management first reported a position in Wells Fargo in Q4 2021 and has held it in 18 quarters since.
Silverlake Wealth Management's Wells Fargo position peaked at $547K in Q4 2025.
2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Silverlake Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.