IEQ CAPITAL, LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1779789 Foster City, CA

Position in WFC

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$17,134,699

-$13,185,404 QoQ

Shares Held

215,233

-33.8% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

IEQ CAPITAL, LLC holds $254,671,639 across 19 Banks - Diversified names. WFC ranks #4 (6.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	394,889	$116,160,547
2	C	Citigroup Inc	415,190	$47,086,697
3	BAC	Bank Of America Corp /De/	619,936	$30,221,879
4	WFC	Wells Fargo & Company/Mn This page	215,233	$17,134,699
5	BNY	Bank of New York Mellon Corp	56,024	$6,646,126
6	HSBC	Hsbc Holdings PLC	56,648	$4,672,893
7	NTB	Bank of N.T. Butterfield & Son Ltd	79,139	$4,153,214
8	SAN	Banco Santander, S.A.	335,227	$3,781,360

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$17,134,699	215,233	-33.8%	Shares	Other	2026-05-15
2025-12-31	$30,320,103	325,323	+30.3%	Shares	Other	2026-02-13
2025-09-30	$20,924,992	249,642	-22.1%	Shares	Sole	2025-11-14
2025-06-30	$25,680,382	320,524	+32.0%	Shares	Other	2025-08-14
2025-03-31	$17,427,164	242,752	+13.7%	Shares	Sole	2025-05-14
2024-12-31	$14,990,901	213,424	+26.8%	Shares	Sole	2025-02-03
2024-09-30	$9,509,582	168,341	+7.7%	Shares	Sole	2024-11-14
2024-06-30	$9,281,766	156,285	+12.9%	Shares	Sole	2024-08-12
2024-03-31	$8,025,662	138,469	+12.8%	Shares	Other	2024-05-09
2023-12-31	$6,040,376	122,722	+13.4%	Shares	Sole	2024-02-07
2023-09-30	$4,421,378	108,208	+3.4%	Shares	Other	2023-11-06
2023-06-30	$4,468,425	104,696	+7.6%	Shares	Sole	2023-08-08
2023-03-31	$3,638,119	97,328	-20.1%	Shares	Sole	2023-05-02
2022-12-31	$5,030,318	121,829	+2.7%	Shares	Sole	2023-02-06
2022-09-30	$4,772,745	118,666	+84.9%	Shares	Other	2022-11-04
2022-06-30	$2,513,499	64,169	-20.7%	Shares	Other	2022-07-27
2022-03-31	$3,922,691	80,947	+5.0%	Shares	Other	2022-04-26
2021-12-31	$3,697,626	77,066	+5.4%	Shares	Other	2022-01-31
2021-09-30	$3,393,544	73,121	+13.0%	Shares	Other	2021-11-09
2021-06-30	$2,929,537	64,684	+38.9%	Shares	Other	2021-07-29
2021-03-31	$1,818,903	46,555	+6.3%	Shares	Other	2021-05-04
2020-12-31	$1,321,702	43,794	+51.4%	Shares	Sole	2021-02-03
2020-09-30	$680,003	28,924	-0.5%	Shares	Sole	2020-11-03
2020-06-30	$744,217	29,071	-48.5%	Shares	Sole	2020-07-31
2020-03-31	$1,619,569	56,431	—	Shares	Other	2020-05-07
No filing history on record for this holder in this stock.