Empirical Asset Management, LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 1926596
WELLESLEY, MA
Position in WFC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,085,063
-$3,842 QoQ
Shares Held
13,130
-4.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#1,308
of 2,858 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Empirical Asset Management, LLC holds $8,770,247 across 7 Banks - Diversified names. WFC ranks #4 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
13,153 | $4,305,371 | |
| 2 | BAC |
Bank Of America Corp /De/
|
20,396 | $1,162,164 | |
| 3 | C |
Citigroup Inc
|
7,798 | $1,091,408 | |
| 4 | WFC |
Wells Fargo & Company/Mn
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|
13,130 | $1,085,063 | |
| 5 | TD |
Toronto Dominion Bank
|
4,747 | $576,428 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
1,793 | $316,823 | |
| 7 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
2,026 | $232,990 |
All Filings in WFC
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,085,063 | 13,130 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,088,905 | 13,678 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,215,794 | 13,045 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,134,755 | 13,538 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,085,065 | 13,543 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $964,785 | 13,439 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $4,400,676 | 62,652 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,073,422 | 19,002 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $1,114,156 | 18,760 | Shares | Sole | 2024-08-12 | |
| No filing history on record for this holder in this stock. | ||||||