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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Equitable Holdings's WFC Position: Q1 2026 in Review

Equitable Holdings increased its Wells Fargo (WFC) stake by 55% in Q1 2026, buying an estimated $2.59M and bringing the position to 85,136 shares worth $7.5M. The position accounts for 0.05% of the portfolio, ranked #332.

Equitable Holdings first reported a position in WFC in Q4 2019 and has held it in 26 quarters since. 2,799 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Equitable Holdings held 85,136 shares of Wells Fargo worth $7.5M as of Q1 2026.
  • Equitable Holdings bought 30,109 Wells Fargo shares in Q1 2026, an estimated $2.59M.
  • Wells Fargo made up 0.05% of Equitable Holdings's portfolio in Q1 2026, its #332 holding.
  • Equitable Holdings first reported a position in Wells Fargo in Q4 2019 and has held it in 26 quarters since.
  • 2,799 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.