EH
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Equitable Holdings’s Wells Fargo WFC Stock Holding History

Equitable Holdings’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 		$6.52M Sell
78,933
-6,203
-7% -$498K 0.04% 385
2026
Q1 		$7.5M Buy
85,136
+30,109
+55% +$2.59M 0.05% 332
2025
Q4 		$5.13M Buy
55,027
+5,459
+11% +$474K 0.04% 369
2025
Q3 		$4.15M Buy
49,568
+4,035
+9% +$327K 0.03% 401
2025
Q2 		$3.65M Sell
45,533
-17,219
-27% -$1.24M 0.03% 405
2025
Q1 		$4.5M Buy
62,752
+9,144
+17% +$687K 0.04% 310
2024
Q4 		$3.77M Buy
53,608
+2,602
+5% +$178K 0.04% 334
2024
Q3 		$2.88M Buy
51,006
+1,480
+3% +$83.7K 0.03% 390
2024
Q2 		$2.94M Buy
49,526
+3,416
+7% +$202K 0.03% 368
2024
Q1 		$2.67M Buy
46,110
+12,076
+35% +$632K 0.03% 371
2023
Q4 		$1.68M Sell
34,034
-8,469
-20% -$365K 0.02% 458
2023
Q3 		$1.74M Sell
42,503
-10,692
-20% -$462K 0.02% 401
2023
Q2 		$2.27M Buy
53,195
+8,303
+18% +$334K 0.03% 325
2023
Q1 		$1.68M Buy
44,892
+803
+2% +$35K 0.03% 361
2022
Q4 		$1.82M Buy
44,089
+20,106
+84% +$890K 0.03% 320
2022
Q3 		$965K Buy
23,983
+863
+4% +$37.1K 0.02% 410
2022
Q2 		$906K Buy
23,120
+2
+0% +$88 0.02% 428
2022
Q1 		$1.12M Buy
23,118
+3,376
+17% +$181K 0.02% 386
2021
Q4 		$947K Sell
19,742
-649
-3% -$32K 0.01% 412
2021
Q3 		$946K Sell
20,391
-523
-3% -$24.2K 0.02% 396
2021
Q2 		$947K Sell
20,914
-232
-1% -$10.4K 0.02% 385
2021
Q1 		$826K Buy
21,146
+7,990
+61% +$283K 0.02% 392
2020
Q4 		$397K Sell
13,156
-19,411
-60% -$503K 0.01% 504
2020
Q3 		$766K Sell
32,567
-6,601
-17% -$163K 0.02% 343
2020
Q2 		$1M Buy
39,168
+20,144
+106% +$551K 0.03% 304
2020
Q1 		$546K Buy
19,024
+6,541
+52% +$278K 0.02% 352
2019
Q4 		$672K Buy
+12,483
New +$654K 0.02% 351

Other funds holding WFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Equitable Holdings's WFC Position: Q2 2026 in Review

Equitable Holdings reduced its Wells Fargo (WFC) stake by 7.3% in Q2 2026, selling an estimated $498K and leaving 78,933 shares worth $6.52M. The position accounts for 0.04% of the portfolio, ranked #385.

Equitable Holdings first reported a position in WFC in Q4 2019 and has held it in 27 quarters since. The position peaked at $7.5M in Q1 2026. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Equitable Holdings held 78,933 shares of Wells Fargo worth $6.52M as of Q2 2026.
  • Equitable Holdings sold 6,203 Wells Fargo shares in Q2 2026, an estimated $498K.
  • Wells Fargo made up 0.04% of Equitable Holdings's portfolio in Q2 2026, its #385 holding.
  • Equitable Holdings first reported a position in Wells Fargo in Q4 2019 and has held it in 27 quarters since.
  • Equitable Holdings's Wells Fargo position peaked at $7.5M in Q1 2026.
  • 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.