SILVER OAK SECURITIES, INCORPORATED
Broker-DealerPosition in WFC — Wells Fargo & Company/Mn
CIK 1080576
JACKSON, TN
Position in WFC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$968,458
+$28,583 QoQ
Shares Held
11,719
-0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,362
of 2,859 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026SILVER OAK SECURITIES, INCORPORATED holds $10,532,791 across 7 Banks - Diversified names. WFC ranks #4 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
13,353 | $4,370,837 | |
| 2 | BAC |
Bank Of America Corp /De/
|
40,284 | $2,295,382 | |
| 3 | C |
Citigroup Inc
|
11,208 | $1,568,671 | |
| 4 | WFC |
Wells Fargo & Company/Mn
This page
|
11,719 | $968,458 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
4,488 | $649,009 | |
| 6 | RY |
Royal Bank Of Canada
|
1,761 | $364,474 | |
| 7 | TD |
Toronto Dominion Bank
|
2,602 | $315,960 |
All Filings in WFC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $968,458 | 11,719 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $939,875 | 11,806 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,007,492 | 10,810 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $866,279 | 10,335 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $249,894 | 3,119 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $218,528 | 3,044 | Shares | Sole | 2025-04-29 | |
| No filing history on record for this holder in this stock. | ||||||