Equitable Trust’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $678K | Buy |
8,206
+472
| +6% | +$37.9K | 0.03% | 280 |
|
|
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
Equitable Trust's WFC Position: Q2 2026 in Review
Equitable Trust increased its Wells Fargo (WFC) stake by 6.1% in Q2 2026, buying an estimated $37.9K and bringing the position to 8,206 shares worth $678K. The position accounts for 0.03% of the portfolio, ranked #280.
Equitable Trust first reported a position in WFC in Q2 2018 and has held it in 30 quarters since. The position peaked at $2.21M in Q2 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.
- Equitable Trust held 8,206 shares of Wells Fargo worth $678K as of Q2 2026.
- Equitable Trust bought 472 Wells Fargo shares in Q2 2026, an estimated $37.9K.
- Wells Fargo made up 0.03% of Equitable Trust's portfolio in Q2 2026, its #280 holding.
- Equitable Trust first reported a position in Wells Fargo in Q2 2018 and has held it in 30 quarters since.
- Equitable Trust's Wells Fargo position peaked at $2.21M in Q2 2025.
- 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.
Based on Equitable Trust's 13F filing for Q2 2026, filed 23 Jul 2026.