SilverOak Wealth Management’s Wells Fargo WFC Stock Holding History

SilverOak 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	$673K	Buy	8,142 +563	+7%	+$45.2K	0.09%	67
2026 Q1	$603K	Sell	7,579 -223	-3%	-$19.2K	0.1%	64
2025 Q4	$727K	Buy	7,802 +25	+0.3%	+$2.17K	0.11%	57
2025 Q3	$652K	Sell	7,777 -1,122	-13%	-$91K	0.11%	56
2025 Q2	$713K	Buy	8,899 +286	+3%	+$20.6K	0.13%	52
2025 Q1	$618K	Hold	8,613	–	–	0.13%	50
2024 Q4	$605K	Buy	8,613 +19	+0.2%	+$1.3K	0.13%	53
2024 Q3	$485K	Sell	8,594 -307	-3%	-$17.4K	0.11%	61
2024 Q2	$529K	Sell	8,901 -794	-8%	-$46.9K	0.13%	57
2024 Q1	$562K	Hold	9,695	–	–	0.14%	52
2023 Q4	$477K	Buy	+9,695	New	+$418K	0.13%	54

Other funds holding WFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

SilverOak Wealth Management increased its Wells Fargo (WFC) stake by 7.4% in Q2 2026, buying an estimated $45.2K and bringing the position to 8,142 shares worth $673K. The position accounts for 0.09% of the portfolio, ranked #67.

SilverOak Wealth Management first reported a position in WFC in Q4 2023 and has held it in 11 quarters since. The position peaked at $727K in Q4 2025. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

SilverOak Wealth Management held 8,142 shares of Wells Fargo worth $673K as of Q2 2026.
SilverOak Wealth Management bought 563 Wells Fargo shares in Q2 2026, an estimated $45.2K.
Wells Fargo made up 0.09% of SilverOak Wealth Management's portfolio in Q2 2026, its #67 holding.
SilverOak Wealth Management first reported a position in Wells Fargo in Q4 2023 and has held it in 11 quarters since.
SilverOak Wealth Management's Wells Fargo position peaked at $727K in Q4 2025.
2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on SilverOak Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.