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Equitable Trust Co

SEC CIK
0000033250
Latest filing
Jul 23, 2026

WFC holding history

Wells Fargo & Company in every 13F filed by Equitable Trust Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WFC overviewAll 13F holders of WFCFull Q2 2026 holdings

Shares (Q2 2026)
8,206
Value
$678.1K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of WFC by Equitable Trust Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,206$678.1K<0.1%+472+6.1%AddedHolders
Q1 20267,734$615.7K<0.1%−112−1.4%ReducedHolders
Q4 20257,846$731.2K<0.1%00.0%UnchangedHolders
Q3 20257,846$657.7K<0.1%−19,740−71.6%ReducedHolders
Q2 202527,586$2.21M0.1%+1,719+6.6%AddedHolders
Q1 202525,867$1.86M0.1%+1,943+8.1%AddedHolders
Q4 202423,924$1.68M0.1%+4,242+21.6%AddedHolders
Q3 202419,682$1.11M0.1%−353−1.8%ReducedHolders
Q2 202420,035$1.19M0.1%+2,160+12.1%AddedHolders
Q1 202417,875$1.04M0.1%−581−3.1%ReducedHolders
Q4 202318,456$908.4K0.1%+9,851+114.5%AddedHolders
Q3 20238,605$351.6K<0.1%+363+4.4%AddedHolders
Q2 20238,242$351.8K<0.1%−6,662−44.7%ReducedHolders
Q1 202314,904$557.1K<0.1%−115−0.8%ReducedHolders
Q4 202215,019$620.1K<0.1%−1,091−6.8%ReducedHolders
Q3 202216,110$648.0K0.1%+5,420+50.7%AddedHolders
Q2 202210,690$419.0K<0.1%−2,125−16.6%ReducedHolders
Q1 202212,815$621.0K<0.1%+3,680+40.3%AddedHolders
Q4 20219,135$438.0K<0.1%+4,767+109.1%AddedHolders
Q3 20214,368$202.0K<0.1%−500−10.3%ReducedHolders
Q2 20214,868$221.0K<0.1%−500−9.3%ReducedHolders
Q1 20215,368$210.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.