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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Empirical Asset Management's WFC Position: Q1 2026 in Review

Empirical Asset Management increased its Wells Fargo (WFC) stake by 4.9% in Q1 2026, buying an estimated $54.4K and bringing the position to 13,678 shares worth $1.09M. The position accounts for 0.29% of the portfolio, ranked #96.

Empirical Asset Management first reported a position in WFC in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.22M in Q4 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Empirical Asset Management held 13,678 shares of Wells Fargo worth $1.09M as of Q1 2026.
Empirical Asset Management bought 633 Wells Fargo shares in Q1 2026, an estimated $54.4K.
Wells Fargo made up 0.29% of Empirical Asset Management's portfolio in Q1 2026, its #96 holding.
Empirical Asset Management first reported a position in Wells Fargo in Q2 2024 and has held it in 8 quarters since.
Empirical Asset Management's Wells Fargo position peaked at $1.22M in Q4 2025.
2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Empirical Asset Management's 13F filing for Q1 2026, filed 11 May 2026.