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 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 $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

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

SilverOak Wealth Management reduced its Wells Fargo (WFC) stake by 2.9% in Q1 2026, selling an estimated $19.2K and leaving 7,579 shares worth $603K. The position accounts for 0.1% of the portfolio, ranked #64.

SilverOak Wealth Management first reported a position in WFC in Q4 2023 and has held it in 10 quarters since. The position peaked at $727K in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

SilverOak Wealth Management held 7,579 shares of Wells Fargo worth $603K as of Q1 2026.
SilverOak Wealth Management sold 223 Wells Fargo shares in Q1 2026, an estimated $19.2K.
Wells Fargo made up 0.1% of SilverOak Wealth Management's portfolio in Q1 2026, its #64 holding.
SilverOak Wealth Management first reported a position in Wells Fargo in Q4 2023 and has held it in 10 quarters since.
SilverOak Wealth Management's Wells Fargo position peaked at $727K in Q4 2025.
2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on SilverOak Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.