Position in WFC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$672,854
+$69,490 QoQ
Shares Held
8,142
+7.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
#1,606
of 2,858 holders
Holding Since
Dec 2023
11 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, 2026SilverOak Wealth Management LLC holds $1,927,319 across 3 Banks - Diversified names. WFC ranks #2 (34.9% of the industry book) .
All Filings in WFC
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $672,854 | 8,142 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $603,364 | 7,579 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $727,146 | 7,802 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $651,868 | 7,777 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $712,987 | 8,899 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $618,327 | 8,613 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $604,977 | 8,613 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $485,475 | 8,594 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $528,630 | 8,901 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $561,922 | 9,695 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $477,187 | 9,695 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||