Position in WFC
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$6,523,023
-$254,653 QoQ
Shares Held
78,933
-7.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#610
of 2,853 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 61%
Shared 0%
None 39%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Equitable Holdings, Inc. holds $124,722,556 across 10 Banks - Diversified names. WFC ranks #4 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
263,530 | $86,261,274 | |
| 2 | BAC |
Bank Of America Corp /De/
|
232,720 | $13,260,385 | |
| 3 | C |
Citigroup Inc
|
50,133 | $7,016,614 | |
| 4 | WFC |
Wells Fargo & Company/Mn
This page
|
78,933 | $6,523,023 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
26,432 | $3,822,331 | |
| 6 | TD |
Toronto Dominion Bank
|
29,443 | $3,575,263 | |
| 7 | RY |
Royal Bank Of Canada
|
10,692 | $2,212,923 | |
| 8 | ING |
Ing Groep NV
|
34,118 | $1,070,622 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,523,023 | 78,933 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $6,777,676 | 85,136 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $5,128,516 | 55,027 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $4,154,789 | 49,568 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $3,648,103 | 45,533 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $4,504,966 | 62,752 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $3,765,425 | 53,608 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $2,881,328 | 51,006 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,941,349 | 49,526 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $2,672,535 | 46,110 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,675,153 | 34,034 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $1,736,672 | 42,503 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $2,270,362 | 53,195 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $1,678,062 | 44,892 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $1,820,434 | 44,089 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $964,596 | 23,983 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $905,610 | 23,120 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $1,120,298 | 23,118 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $947,221 | 19,742 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $946,346 | 20,391 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $947,195 | 20,914 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $826,174 | 21,146 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $397,048 | 13,156 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $765,650 | 32,567 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $1,002,700 | 39,168 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $545,988 | 19,024 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||