Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Position in WFC — Wells Fargo & Company/Mn
CIK 1510434
Seattle, WA
Position in WFC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$2,918,431
+$224,668 QoQ
Shares Held
35,315
+4.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#76
of 450 holders
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 97.05224408891407.ToString("F0")%
Shared 0.ToString("F0")%
None 2.947755911085941.ToString("F0")%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Empirical Financial Services, LLC d.b.a. Empirical Wealth Management holds $77,962,110 across 19 Banks - Diversified names. WFC ranks #6 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
90,555 | $29,641,367 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
179,269 | $25,924,089 | |
| 3 | BAC |
Bank Of America Corp /De/
|
114,822 | $6,542,557 | |
| 4 | C |
Citigroup Inc
|
24,112 | $3,374,715 | |
| 5 | NTB |
Bank of N.T. Butterfield & Son Ltd
|
56,231 | $3,345,744 | |
| 6 | WFC |
Wells Fargo & Company/Mn
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|
35,315 | $2,918,431 | |
| 7 | SAN |
Banco Santander, S.A.
|
77,843 | $1,074,233 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
35,701 | $894,666 |
All Filings in WFC
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,918,431 | 35,315 | Shares | Other | 2026-07-15 | |
| 2026-03-31 | $2,693,763 | 33,837 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,823,306 | 30,293 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $2,931,604 | 34,975 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $2,372,352 | 29,610 | Shares | Other | 2025-07-21 | |
| 2025-03-31 | $2,068,341 | 28,811 | Shares | Other | 2025-05-08 | |
| 2024-12-31 | $1,598,521 | 22,758 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,214,817 | 21,505 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $1,159,886 | 19,530 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $577,281 | 9,960 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $367,427 | 7,465 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $254,680 | 6,233 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $223,685 | 5,241 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $263,529 | 7,050 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $220,488 | 5,340 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $342,553 | 8,517 | Shares | Sole | 2022-11-03 | |
| 2022-03-31 | $273,120 | 5,636 | Shares | Sole | 2022-05-13 | |
| 2021-06-30 | $303,760 | 6,707 | Shares | Sole | 2021-08-12 | |
| 2020-06-30 | $371,840 | 14,525 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $249,804 | 8,704 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||