IEQ Capital
WFC icon

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
Q3 		$43.7M Buy
546,327
+134,161
+33% +$11.6M 0.19% 97
2026
Q2 		$34.1M Buy
412,166
+196,933
+91% +$15.8M 0.16% 120
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 		$9.5M 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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

IEQ Capital's WFC Position: Q3 2026 in Review

IEQ Capital increased its Wells Fargo (WFC) stake by 33% in Q3 2026, buying an estimated $11.6M and bringing the position to 546,327 shares worth $43.7M. The position accounts for 0.19% of the portfolio, ranked #97.

IEQ Capital first reported a position in WFC in Q4 2019 and has held it in 28 quarters since. 2,516 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • IEQ Capital held 546,327 shares of Wells Fargo worth $43.7M as of Q3 2026.
  • IEQ Capital bought 134,161 Wells Fargo shares in Q3 2026, an estimated $11.6M.
  • Wells Fargo made up 0.19% of IEQ Capital's portfolio in Q3 2026, its #97 holding.
  • IEQ Capital first reported a position in Wells Fargo in Q4 2019 and has held it in 28 quarters since.
  • 2,516 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on IEQ Capital's 13F filing for Q3 2026, filed 10 Nov 2026.