Empirical Asset Management’s Wells Fargo WFC Stock Holding History

Empirical Asset Management’s Portfolio WFC Stock Details WFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.09M	Sell	13,130 -548	-4%	-$44K	0.24%	109
2026 Q1	$1.09M	Buy	13,678 +633	+5%	+$54.4K	0.29%	96
2025 Q4	$1.22M	Sell	13,045 -493	-4%	-$42.8K	0.34%	77
2025 Q3	$1.13M	Sell	13,538 -5	-0%	-$405	0.32%	78
2025 Q2	$1.09M	Buy	13,543 +104	+0.8%	+$7.5K	0.34%	81
2025 Q1	$965K	Sell	13,439 -49,213	-79%	-$3.69M	0.33%	78
2024 Q4	$935K	Buy	62,652 +43,650	+230%	+$2.98M	0.31%	90
2024 Q3	$718K	Buy	19,002 +242	+1%	+$13.7K	0.26%	116
2024 Q2	$740K	Buy	+18,760	New	+$1.11M	0.28%	98

Other funds holding WFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Empirical Asset Management's WFC Position: Q2 2026 in Review

Empirical Asset Management reduced its Wells Fargo (WFC) stake by 4% in Q2 2026, selling an estimated $44K and leaving 13,130 shares worth $1.09M. The position accounts for 0.24% of the portfolio, ranked #109.

Empirical Asset Management first reported a position in WFC in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.22M in Q4 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Empirical Asset Management held 13,130 shares of Wells Fargo worth $1.09M as of Q2 2026.
Empirical Asset Management sold 548 Wells Fargo shares in Q2 2026, an estimated $44K.
Wells Fargo made up 0.24% of Empirical Asset Management's portfolio in Q2 2026, its #109 holding.
Empirical Asset Management first reported a position in Wells Fargo in Q2 2024 and has held it in 9 quarters since.
Empirical Asset Management's Wells Fargo position peaked at $1.22M in Q4 2025.
2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Empirical Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.