Wells Fargo & Company shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
from 13F filings
Historical chart of Empirical Financial Services, LLC d/b/a Empirical Wealth Management investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.9M | 35k | 83.82 |
| 2025-06-30 | $2.4M | 30k | 80.12 |
| 2025-03-31 | $2.1M | 29k | 71.79 |
| 2024-12-31 | $1.6M | 23k | 70.24 |
| 2024-09-30 | $1.2M | 22k | 56.49 |
| 2024-06-30 | $1.2M | 20k | 59.39 |
| 2024-03-31 | $577k | 10k | 57.96 |
| 2023-12-31 | $367k | 7.5k | 49.22 |
| 2023-09-30 | $255k | 6.2k | 40.86 |
| 2023-06-30 | $224k | 5.2k | 42.68 |
| 2023-03-31 | $264k | 7.1k | 37.38 |
| 2022-12-31 | $221k | 5.3k | 41.29 |
| 2022-09-30 | $343k | 8.5k | 40.27 |
| 2022-03-31 | $273k | 5.6k | 48.44 |
| 2021-06-30 | $304k | 6.7k | 45.33 |
| 2020-06-30 | $372k | 15k | 25.61 |
| 2020-03-31 | $250k | 8.7k | 28.72 |
| 2019-12-31 | $770k | 14k | 53.77 |
| 2019-09-30 | $326k | 6.5k | 50.50 |
| 2019-06-30 | $249k | 5.3k | 47.30 |
| 2019-03-31 | $239k | 5.0k | 48.25 |
More positions owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
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