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Equitable Trust’s Wells Fargo WFC Stock Holding History

Equitable Trust’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 		$616K Sell
7,734
-112
-1% -$9.62K 0.03% 284
2025
Q4 		$731K Hold
7,846
– – 0.03% 273
2025
Q3 		$658K Sell
7,846
-19,740
-72% -$1.6M 0.03% 286
2025
Q2 		$2.21M Buy
27,586
+1,719
+7% +$124K 0.11% 147
2025
Q1 		$1.86M Buy
25,867
+1,943
+8% +$146K 0.1% 157
2024
Q4 		$1.68M Buy
23,924
+4,242
+22% +$290K 0.09% 157
2024
Q3 		$1.11M Sell
19,682
-353
-2% -$20K 0.07% 196
2024
Q2 		$1.19M Buy
20,035
+2,160
+12% +$128K 0.08% 173
2024
Q1 		$1.04M Sell
17,875
-581
-3% -$30.4K 0.07% 191
2023
Q4 		$908K Buy
18,456
+9,851
+114% +$425K 0.07% 190
2023
Q3 		$352K Buy
8,605
+363
+4% +$15.7K 0.03% 317
2023
Q2 		$352K Sell
8,242
-6,662
-45% -$268K 0.03% 316
2023
Q1 		$557K Sell
14,904
-115
-0.8% -$5.01K 0.04% 238
2022
Q4 		$620K Sell
15,019
-1,091
-7% -$48.3K 0.05% 233
2022
Q3 		$648K Buy
16,110
+5,420
+51% +$233K 0.05% 218
2022
Q2 		$419K Sell
10,690
-2,125
-17% -$93.3K 0.03% 275
2022
Q1 		$621K Buy
12,815
+3,680
+40% +$197K 0.04% 222
2021
Q4 		$438K Buy
9,135
+4,767
+109% +$235K 0.03% 271
2021
Q3 		$202K Sell
4,368
-500
-10% -$23.1K 0.01% 352
2021
Q2 		$221K Sell
4,868
-500
-9% -$22.3K 0.01% 342
2021
Q1 		$210K Buy
+5,368
New +$190K 0.02% 341
2020
Q2 		– Sell
-7,303
Closed -$209K – 327
2020
Q1 		$209K Sell
7,303
-13,921
-66% -$592K 0.02% 291
2019
Q4 		$1.14M Sell
21,224
-1,860
-8% -$97.4K 0.11% 138
2019
Q3 		$1.17M Sell
23,084
-410
-2% -$19.3K 0.12% 136
2019
Q2 		$1.11M Sell
23,494
-2,118
-8% -$99K 0.12% 142
2019
Q1 		$1.24M Sell
25,612
-140
-0.5% -$6.89K 0.14% 135
2018
Q4 		$1.19M Sell
25,752
-1,328
-5% -$68K 0.16% 129
2018
Q3 		$1.42M Buy
27,080
+9,434
+53% +$539K 0.17% 130
2018
Q2 		$978K Buy
+17,646
New +$945K 0.12% 142

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 Trust's WFC Position: Q1 2026 in Review

Equitable Trust reduced its Wells Fargo (WFC) stake by 1.4% in Q1 2026, selling an estimated $9.62K and leaving 7,734 shares worth $616K. The position accounts for 0.03% of the portfolio, ranked #284.

Equitable Trust first reported a position in WFC in Q2 2018 and has held it in 29 quarters since. The position peaked at $2.21M in Q2 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Equitable Trust held 7,734 shares of Wells Fargo worth $616K as of Q1 2026.
  • Equitable Trust sold 112 Wells Fargo shares in Q1 2026, an estimated $9.62K.
  • Wells Fargo made up 0.03% of Equitable Trust's portfolio in Q1 2026, its #284 holding.
  • Equitable Trust first reported a position in Wells Fargo in Q2 2018 and has held it in 29 quarters since.
  • Equitable Trust's Wells Fargo position peaked at $2.21M in Q2 2025.
  • 2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Equitable Trust's 13F filing for Q1 2026, filed 30 Apr 2026.