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Empirical Wealth Management’s Wells Fargo WFC Stock Holding History

Empirical Wealth 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 		$2.92M Buy
35,315
+1,478
+4% +$119K 0.04% 222
2026
Q1 		$2.69M Buy
33,837
+3,544
+12% +$304K 0.05% 219
2025
Q4 		$2.82M Sell
30,293
-4,682
-13% -$406K 0.05% 207
2025
Q3 		$2.93M Buy
34,975
+5,365
+18% +$435K 0.06% 196
2025
Q2 		$2.37M Buy
29,610
+799
+3% +$57.6K 0.05% 212
2025
Q1 		$2.07M Buy
28,811
+6,053
+27% +$454K 0.05% 208
2024
Q4 		$1.6M Buy
22,758
+1,253
+6% +$85.5K 0.04% 222
2024
Q3 		$1.21M Buy
21,505
+1,975
+10% +$112K 0.03% 249
2024
Q2 		$1.16M Buy
19,530
+9,570
+96% +$565K 0.03% 248
2024
Q1 		$577K Buy
9,960
+2,495
+33% +$131K 0.02% 326
2023
Q4 		$367K Buy
7,465
+1,232
+20% +$53.2K 0.01% 364
2023
Q3 		$255K Buy
6,233
+992
+19% +$42.8K 0.01% 403
2023
Q2 		$224K Sell
5,241
-1,809
-26% -$72.8K 0.01% 426
2023
Q1 		$264K Buy
7,050
+1,710
+32% +$74.5K 0.01% 411
2022
Q4 		$220K Sell
5,340
-3,177
-37% -$141K 0.01% 419
2022
Q3 		$343K Buy
+8,517
New +$366K 0.02% 351
2022
Q2 		– Sell
-5,636
Closed -$273K – 535
2022
Q1 		$273K Buy
+5,636
New +$302K 0.01% 420
2021
Q3 		– Sell
-6,707
Closed -$304K – 486
2021
Q2 		$304K Buy
+6,707
New +$299K 0.02% 367
2020
Q3 		– Sell
-14,525
Closed -$372K – 368
2020
Q2 		$372K Buy
14,525
+5,821
+67% +$159K 0.03% 251
2020
Q1 		$250K Sell
8,704
-5,616
-39% -$239K 0.03% 270
2019
Q4 		$770K Buy
14,320
+7,865
+122% +$412K 0.08% 144
2019
Q3 		$326K Buy
6,455
+1,191
+23% +$56.1K 0.04% 223
2019
Q2 		$249K Buy
5,264
+311
+6% +$14.5K 0.03% 222
2019
Q1 		$239K Buy
+4,953
New +$244K 0.03% 211

Other funds holding WFC

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
DJC
Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

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

Empirical Wealth Management increased its Wells Fargo (WFC) stake by 4.4% in Q2 2026, buying an estimated $119K and bringing the position to 35,315 shares worth $2.92M. The position accounts for 0.04% of the portfolio, ranked #222.

Empirical Wealth Management first reported a position in WFC in Q1 2019 and has held it in 24 quarters since. The position peaked at $2.93M in Q3 2025. 970 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Empirical Wealth Management held 35,315 shares of Wells Fargo worth $2.92M as of Q2 2026.
  • Empirical Wealth Management bought 1,478 Wells Fargo shares in Q2 2026, an estimated $119K.
  • Wells Fargo made up 0.04% of Empirical Wealth Management's portfolio in Q2 2026, its #222 holding.
  • Empirical Wealth Management first reported a position in Wells Fargo in Q1 2019 and has held it in 24 quarters since.
  • Empirical Wealth Management's Wells Fargo position peaked at $2.93M in Q3 2025.
  • 970 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.