Position in WF
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,396,134
+$417,616 QoQ
Shares Held
35,978
+6.9% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 17%
Shared 0%
None 83%
Common Shares in WF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026IEQ CAPITAL, LLC holds $382,853,779 across 115 Banks - Regional names. WF ranks #29 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NU |
Nu Holdings Ltd.
|
4,298,560 | $61,770,306 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
239,501 | $49,837,763 | |
| 3 | CFG |
Citizens Financial Group Inc/Ri
|
506,748 | $30,389,677 | |
| 4 | PNFP |
Pinnacle Financial Partners, Inc.
|
231,622 | $19,951,919 | |
| 5 | PB |
Prosperity Bancshares Inc
|
295,148 | $19,828,042 | |
| 6 | USB |
US Bancorp \De\
|
299,305 | $15,566,853 | |
| 7 | BPOP |
Popular, Inc.
|
95,806 | $12,854,291 | |
| 8 | COLB |
Columbia Banking System, Inc.
|
437,132 | $11,990,530 |
All Filings in WF
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,396,134 | 35,978 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $1,978,518 | 33,654 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $1,729,251 | 30,797 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $456,770 | 9,185 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $217,203 | 6,507 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $207,718 | 6,647 | Shares | Other | 2025-02-03 | |
| 2024-09-30 | $230,529 | 6,452 | Shares | Other | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||