IC
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IEQ Capital’s Wells Fargo WFC Stock Holding History

IEQ Capital’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 		$17.1M Sell
215,233
-110,090
-34% -$9.46M 0.08% 244
2025
Q4 		$30.3M Buy
325,323
+75,681
+30% +$6.57M 0.09% 132
2025
Q3 		$20.9M Sell
249,642
-70,882
-22% -$5.75M 0.06% 166
2025
Q2 		$25.7M Buy
320,524
+77,772
+32% +$5.61M 0.16% 90
2025
Q1 		$17.4M Buy
242,752
+29,328
+14% +$2.2M 0.14% 113
2024
Q4 		$15M Buy
213,424
+45,083
+27% +$3.08M 0.14% 94
2024
Q3 		$9.51M Buy
168,341
+12,056
+8% +$682K 0.12% 124
2024
Q2 		$9.28M Buy
156,285
+17,816
+13% +$1.05M 0.12% 107
2024
Q1 		$8.03M Buy
138,469
+15,747
+13% +$824K 0.12% 119
2023
Q4 		$6.04M Buy
122,722
+14,514
+13% +$626K 0.1% 131
2023
Q3 		$4.42M Buy
108,208
+3,512
+3% +$152K 0.09% 146
2023
Q2 		$4.47M Buy
104,696
+7,368
+8% +$297K 0.09% 155
2023
Q1 		$3.64M Sell
97,328
-24,501
-20% -$1.07M 0.08% 170
2022
Q4 		$5.03M Buy
121,829
+3,163
+3% +$140K 0.14% 124
2022
Q3 		$4.77M Buy
118,666
+54,497
+85% +$2.34M 0.13% 117
2022
Q2 		$2.51M Sell
64,169
-16,778
-21% -$736K 0.08% 175
2022
Q1 		$3.92M Buy
80,947
+3,881
+5% +$208K 0.09% 133
2021
Q4 		$3.7M Buy
77,066
+3,945
+5% +$194K 0.09% 131
2021
Q3 		$3.39M Buy
73,121
+8,437
+13% +$391K 0.09% 129
2021
Q2 		$2.93M Buy
64,684
+18,129
+39% +$810K 0.09% 133
2021
Q1 		$1.82M Buy
46,555
+2,761
+6% +$97.7K 0.08% 147
2020
Q4 		$1.32M Buy
43,794
+14,870
+51% +$385K 0.06% 147
2020
Q3 		$680K Sell
28,924
-147
-0.5% -$3.62K 0.04% 202
2020
Q2 		$744K Sell
29,071
-27,360
-48% -$749K 0.05% 169
2020
Q1 		$1.62M Buy
56,431
+2,417
+4% +$103K 0.13% 104
2019
Q4 		$2.91M Buy
+54,014
New +$2.83M 0.25% 68

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

IEQ Capital's WFC Position: Q1 2026 in Review

IEQ Capital reduced its Wells Fargo (WFC) stake by 34% in Q1 2026, selling an estimated $9.46M and leaving 215,233 shares worth $17.1M. The position accounts for 0.08% of the portfolio, ranked #244.

IEQ Capital first reported a position in WFC in Q4 2019 and has held it in 26 quarters since. The position peaked at $30.3M in Q4 2025. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • IEQ Capital held 215,233 shares of Wells Fargo worth $17.1M as of Q1 2026.
  • IEQ Capital sold 110,090 Wells Fargo shares in Q1 2026, an estimated $9.46M.
  • Wells Fargo made up 0.08% of IEQ Capital's portfolio in Q1 2026, its #244 holding.
  • IEQ Capital first reported a position in Wells Fargo in Q4 2019 and has held it in 26 quarters since.
  • IEQ Capital's Wells Fargo position peaked at $30.3M in Q4 2025.
  • 2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.