Position in WF
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,979,232
+$583,098 QoQ
Shares Held
51,903
+44.3% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#28
of 200 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026IEQ CAPITAL, LLC holds $347,750,836 across 134 Banks - Regional names. WF ranks #23 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
208,652 | $51,374,295 | |
| 2 | CFG |
Citizens Financial Group Inc/Ri
|
415,311 | $29,100,840 | |
| 3 | PB |
Prosperity Bancshares Inc
|
272,487 | $19,899,725 | |
| 4 | WAL |
Western Alliance Bancorporation
|
221,479 | $18,205,573 | |
| 5 | PNFP |
Pinnacle Financial Partners, Inc.
|
146,831 | $14,812,311 | |
| 6 | EWBC |
East West Bancorp Inc
|
95,834 | $12,371,211 | |
| 7 | BPOP |
Popular, Inc.
|
65,194 | $10,703,550 | |
| 8 | COLB |
Columbia Banking System, Inc.
|
320,277 | $10,264,877 |
All Filings in WF
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,979,232 | 51,903 | Shares | Other | 2026-08-11 | |
| 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. | ||||||