SILVERLAKE WEALTH MANAGEMENT LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 1966026
WILLISTON, VT
Position in WFC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$484,766
+$18,093 QoQ
Shares Held
5,866
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,837
of 2,858 holders
Holding Since
Dec 2021
19 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, 2026SILVERLAKE WEALTH MANAGEMENT LLC holds $8,883,489 across 10 Banks - Diversified names. WFC ranks #8 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BAC |
Bank Of America Corp /De/
|
31,050 | $1,769,229 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
4,825 | $1,579,367 | |
| 3 | TD |
Toronto Dominion Bank
|
11,400 | $1,384,302 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
6,697 | $968,453 | |
| 5 | C |
Citigroup Inc
|
5,365 | $750,885 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
3,875 | $684,712 | |
| 7 | BNS |
Bank Of Nova Scotia
|
7,126 | $618,821 | |
| 8 | WFC |
Wells Fargo & Company/Mn
This page
|
5,866 | $484,766 |
All Filings in WFC
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $484,766 | 5,866 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $466,673 | 5,862 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $546,990 | 5,869 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $491,939 | 5,869 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $476,313 | 5,945 | Shares | Sole | 2025-08-25 | |
| 2025-03-31 | $432,462 | 6,024 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $423,196 | 6,025 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $340,069 | 6,020 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $361,863 | 6,093 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $323,416 | 5,580 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $275,878 | 5,605 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $229,183 | 5,609 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $238,026 | 5,577 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $209,813 | 5,613 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $218,506 | 5,292 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $227,966 | 5,668 | Shares | Sole | 2023-04-06 | |
| 2022-06-30 | $221,741 | 5,661 | Shares | Sole | 2023-04-06 | |
| 2022-03-31 | $385,983 | 7,965 | Shares | Sole | 2023-04-06 | |
| 2021-12-31 | $402,168 | 8,382 | Shares | Sole | 2023-04-06 | |
| No filing history on record for this holder in this stock. | ||||||