Table Data - Corporate Equities and Mutual Fund Shares Held by the 50th to 90th Wealth Percentiles
| Title | Corporate Equities and Mutual Fund Shares Held by the 50th to 90th Wealth Percentiles |
|---|---|
| Series ID | WFRBLN40068 |
| Source | Board of Governors of the Federal Reserve System (US) |
| Release | Distributional Financial Accounts (Not a Press Release) |
| Seasonal Adjustment | Not Seasonally Adjusted |
| Frequency | Quarterly |
| Units | Millions of Dollars |
| Date Range | 1989-07-01 to 2026-04-01 |
| Last Updated | 2026-09-18 2:41 PM CDT |
| Notes | The Distributional Financial Accounts (DFAs) integrate two data products produced by the Federal Reserve Board: the Financial Accounts of the United States, which provide quarterly data on aggregate balance sheets of major sectors of the U.S. economy, and the Survey of Consumer Finances (SCF), which provides comprehensive triennial microdata on the assets and liabilities of a representative sample of U.S. households. Information on the data collection process can be found at the Board of Governors." |
| DATE | VALUE |
|---|---|
| 1989-07-01 | 359533 |
| 1989-10-01 | 375186 |
| 1990-01-01 | 370489 |
| 1990-04-01 | 387945 |
| 1990-07-01 | 356578 |
| 1990-10-01 | 391170 |
| 1991-01-01 | 437309 |
| 1991-04-01 | 445697 |
| 1991-07-01 | 473595 |
| 1991-10-01 | 531428 |
| 1992-01-01 | 536250 |
| 1992-04-01 | 547925 |
| 1992-07-01 | 573273 |
| 1992-10-01 | 607764 |
| 1993-01-01 | 616673 |
| 1993-04-01 | 618442 |
| 1993-07-01 | 631963 |
| 1993-10-01 | 645355 |
| 1994-01-01 | 623347 |
| 1994-04-01 | 609052 |
| 1994-07-01 | 611443 |
| 1994-10-01 | 600888 |
| 1995-01-01 | 619749 |
| 1995-04-01 | 640262 |
| 1995-07-01 | 667561 |
| 1995-10-01 | 725798 |
| 1996-01-01 | 766858 |
| 1996-04-01 | 810067 |
| 1996-07-01 | 833466 |
| 1996-10-01 | 881316 |
| 1997-01-01 | 908558 |
| 1997-04-01 | 1019417 |
| 1997-07-01 | 1093712 |
| 1997-10-01 | 1130661 |
| 1998-01-01 | 1256409 |
| 1998-04-01 | 1296295 |
| 1998-07-01 | 1219990 |
| 1998-10-01 | 1391497 |
| 1999-01-01 | 1425546 |
| 1999-04-01 | 1532028 |
| 1999-07-01 | 1507638 |
| 1999-10-01 | 1726749 |
| 2000-01-01 | 1817453 |
| 2000-04-01 | 1786688 |
| 2000-07-01 | 1802119 |
| 2000-10-01 | 1676545 |
| 2001-01-01 | 1570842 |
| 2001-04-01 | 1677233 |
| 2001-07-01 | 1497993 |
| 2001-10-01 | 1619237 |
| 2002-01-01 | 1615433 |
| 2002-04-01 | 1496971 |
| 2002-07-01 | 1292217 |
| 2002-10-01 | 1334438 |
| 2003-01-01 | 1275531 |
| 2003-04-01 | 1416827 |
| 2003-07-01 | 1457546 |
| 2003-10-01 | 1559093 |
| 2004-01-01 | 1596711 |
| 2004-04-01 | 1571718 |
| 2004-07-01 | 1545025 |
| 2004-10-01 | 1620979 |
| 2005-01-01 | 1611506 |
| 2005-04-01 | 1630011 |
| 2005-07-01 | 1674473 |
| 2005-10-01 | 1674614 |
| 2006-01-01 | 1809434 |
| 2006-04-01 | 1754423 |
| 2006-07-01 | 1776083 |
| 2006-10-01 | 1852908 |
| 2007-01-01 | 1895587 |
| 2007-04-01 | 1913032 |
| 2007-07-01 | 1898239 |
| 2007-10-01 | 1820282 |
| 2008-01-01 | 1707863 |
| 2008-04-01 | 1652573 |
| 2008-07-01 | 1491504 |
| 2008-10-01 | 1245466 |
| 2009-01-01 | 1142653 |
| 2009-04-01 | 1300797 |
| 2009-07-01 | 1461511 |
| 2009-10-01 | 1486286 |
| 2010-01-01 | 1544196 |
| 2010-04-01 | 1435869 |
| 2010-07-01 | 1561920 |
| 2010-10-01 | 1684442 |
| 2011-01-01 | 1793069 |
| 2011-04-01 | 1807351 |
| 2011-07-01 | 1618685 |
| 2011-10-01 | 1714265 |
| 2012-01-01 | 1889209 |
| 2012-04-01 | 1866301 |
| 2012-07-01 | 1968499 |
| 2012-10-01 | 1985892 |
| 2013-01-01 | 2177897 |
| 2013-04-01 | 2219747 |
| 2013-07-01 | 2323628 |
| 2013-10-01 | 2406924 |
| 2014-01-01 | 2479970 |
| 2014-04-01 | 2561232 |
| 2014-07-01 | 2509330 |
| 2014-10-01 | 2560953 |
| 2015-01-01 | 2580726 |
| 2015-04-01 | 2572802 |
| 2015-07-01 | 2392264 |
| 2015-10-01 | 2450152 |
| 2016-01-01 | 2467992 |
| 2016-04-01 | 2511469 |
| 2016-07-01 | 2559401 |
| 2016-10-01 | 2564385 |
| 2017-01-01 | 2670738 |
| 2017-04-01 | 2722635 |
| 2017-07-01 | 2779722 |
| 2017-10-01 | 2892582 |
| 2018-01-01 | 2867112 |
| 2018-04-01 | 2886378 |
| 2018-07-01 | 2976571 |
| 2018-10-01 | 2604331 |
| 2019-01-01 | 2898854 |
| 2019-04-01 | 2954051 |
| 2019-07-01 | 2915388 |
| 2019-10-01 | 3157515 |
| 2020-01-01 | 2538395 |
| 2020-04-01 | 3059350 |
| 2020-07-01 | 3352937 |
| 2020-10-01 | 3884075 |
| 2021-01-01 | 4219727 |
| 2021-04-01 | 4579799 |
| 2021-07-01 | 4673735 |
| 2021-10-01 | 4927531 |
| 2022-01-01 | 4764713 |
| 2022-04-01 | 4098960 |
| 2022-07-01 | 3960926 |
| 2022-10-01 | 4131345 |
| 2023-01-01 | 4348303 |
| 2023-04-01 | 4563772 |
| 2023-07-01 | 4421724 |
| 2023-10-01 | 4788803 |
| 2024-01-01 | 5125501 |
| 2024-04-01 | 5214375 |
| 2024-07-01 | 5527465 |
| 2024-10-01 | 5581017 |
| 2025-01-01 | 5509547 |
| 2025-04-01 | 5922190 |
| 2025-07-01 | 6321547 |
| 2025-10-01 | 6464484 |
| 2026-01-01 | 6399617 |
| 2026-04-01 | 7362060 |