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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management Historic Quarter Change: USA Stocks, New

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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management historic quarter change: USA Stocks, New

In share positions in stocks (listed in the US), over 23 quarters from 2013-06-30 to 2026-06-30, Empirical Financial Services, LLC d.b.a. Empirical Wealth Management opened 827 positions, added to 2,597, reduced 1,253 and sold out of 356.

  • Q2 2026: Stock DFMC; Country of operation —; Class U.S. MIC CAP SHS; Shares before 0.
  • Q2 2026: Stock COLB; Country of operation United States; Class COM; Shares before 0.
  • Q2 2026: Stock CCL; Country of operation United States; Class COMMON SHARES; Shares before 0.
  • Q2 2026: Stock SNDK; Country of operation United States; Class COM; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1510434), 23 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-15); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-04); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-16); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-10); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-21); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-08); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-22); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-01); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-09); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-07); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-04); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-01); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-04-21); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-01-26); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-10-22); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-06); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-07); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-10); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-12); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-07-17); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-06); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-01-24); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-10-24). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2010-12-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026DFMC
DFA INVT DIMENSIONS GROUP IN		U.S. MIC CAP SHS01,238,052+1,238,052$0$75,620,193+$75,620,1932026-07-15
Q2 2026COLB
COLUMBIA BKG SYS INC		United StatesCOM0157,722+157,722$0$5,054,991+$5,054,9912026-07-15
Q2 2026CCL
CARNIVAL CORP LTD		United StatesCOMMON SHARES071,382+71,382$0$2,039,380+$2,039,3802026-07-15
Q2 2026SNDK
SANDISK CORP		United StatesCOM0603+603$0$1,371,060+$1,371,0602026-07-15
Q2 2026DD
DUPONT DE NEMOURS INC		United StatesCOMMON STOCK08,687+8,687$0$1,178,305+$1,178,3052026-07-15
Q2 2026HON
HONEYWELL INTL INC		United StatesCOM04,972+4,972$0$1,113,189+$1,113,1892026-07-15
Q2 2026HONA
HONEYWELL AEROSPACE INC		United StatesCOM04,948+4,948$0$1,093,905+$1,093,9052026-07-15
Q2 2026CNC
CENTENE CORP DEL		United StatesCOM010,285+10,285$0$660,195+$660,1952026-07-15
Q2 2026PEG
PUBLIC SVC ENTERPRISE GROUP		United StatesCOM07,189+7,189$0$583,460+$583,4602026-07-15
Q2 2026CBRS
CEREBRAS SYSTEMS INC		United StatesCOM CL A02,579+2,579$0$569,969+$569,9692026-07-15
Q2 2026SMG
SCOTTS MIRACLE-GRO CO		United StatesCL A08,312+8,312$0$566,132+$566,1322026-07-15
Q2 2026LSTR
LANDSTAR SYS INC		United StatesCOM02,693+2,693$0$556,940+$556,9402026-07-15
Q2 2026RGA
REINSURANCE GROUP AMER INC		United StatesCOM NEW02,606+2,606$0$554,166+$554,1662026-07-15
Q2 2026VMC
VULCAN MATLS CO		United StatesCOM01,720+1,720$0$507,419+$507,4192026-07-15
Q2 2026BBWI
BATH & BODY WORKS INC		United StatesCOM021,091+21,091$0$487,836+$487,8362026-07-15
Q2 2026TTC
TORO CO		United StatesCOM04,803+4,803$0$467,909+$467,9092026-07-15
Q2 2026TD
TORONTO DOMINION BK ONT		COM NEW03,823+3,823$0$464,228+$464,2282026-07-15
Q2 2026CPB
THE CAMPBELLS COMPANY		United StatesCOM020,560+20,560$0$457,872+$457,8722026-07-15
Q2 2026LSCC
LATTICE SEMICONDUCTOR CORP		United StatesCOM02,983+2,983$0$456,281+$456,2812026-07-15
Q2 2026TEAM
ATLASSIAN CORPORATION		CL A05,533+5,533$0$430,413+$430,4132026-07-15
Q2 2026PII
POLARIS INC		United StatesCOM05,909+5,909$0$404,413+$404,4132026-07-15
Q2 2026MHK
MOHAWK INDS INC		United StatesCOM03,332+3,332$0$404,272+$404,2722026-07-15
Q2 2026STE
STERIS PLC		IrelandSHS USD01,859+1,859$0$391,451+$391,4512026-07-15
Q2 2026W
WAYFAIR INC		United StatesCL A04,172+4,172$0$385,578+$385,5782026-07-15
Q2 2026RY
ROYAL BK CDA		COM01,862+1,862$0$385,379+$385,3792026-07-15
Q2 2026ONTO
ONTO INNOVATION INC		United StatesCOM01,013+1,013$0$383,371+$383,3712026-07-15
Q2 2026HST
HOST HOTELS & RESORTS INC		United StatesCOM016,102+16,102$0$381,779+$381,7792026-07-15
Q2 2026ETSY
ETSY INC		United StatesCOM05,046+5,046$0$380,116+$380,1162026-07-15
Q2 2026NWE
NORTHWESTERN ENERGY GROUP IN		United StatesCOM NEW05,047+5,047$0$361,467+$361,4672026-07-15
Q2 2026CPA
COPA HOLDINGS SA		CL A02,270+2,270$0$353,144+$353,1442026-07-15
Q2 2026TSCO
TRACTOR SUPPLY CO		United StatesCOM010,936+10,936$0$345,692+$345,6922026-07-15
Q2 2026ENTG
ENTEGRIS INC		United StatesCOM01,905+1,905$0$342,634+$342,6342026-07-15
Q2 2026FTAI
FTAI AVIATION LTD		United StatesSHS01,244+1,244$0$336,541+$336,5412026-07-15
Q2 2026AMKR
AMKOR TECHNOLOGY INC		United StatesCOM03,524+3,524$0$303,876+$303,8762026-07-15
Q2 2026HRB
BLOCK H & R INC		United StatesCOM07,963+7,963$0$303,232+$303,2322026-07-15
Q2 2026RVTY
REVVITY INC		United StatesCOM02,712+2,712$0$301,738+$301,7382026-07-15
Q2 2026VTR
VENTAS INC		United StatesCOM03,318+3,318$0$294,640+$294,6402026-07-15
Q2 2026OC
OWENS CORNING NEW		United StatesCOM01,810+1,810$0$287,719+$287,7192026-07-15
Q2 2026MCO
MOODYS CORP		United StatesCOM0618+618$0$279,905+$279,9052026-07-15
Q2 2026ATI
ATI INC		United StatesCOM01,399+1,399$0$275,743+$275,7432026-07-15
Q2 2026SPG
SIMON PPTY GROUP INC NEW		United StatesCOM01,227+1,227$0$274,420+$274,4202026-07-15
Q2 2026VICR
VICOR CORP		United StatesCOM0719+719$0$273,063+$273,0632026-07-15
Q2 2026TROW
PRICE T ROWE GROUP INC		United StatesCOM02,385+2,385$0$271,152+$271,1522026-07-15
Q2 2026NSA
NATIONAL STORAGE AFFILIATES		United StatesCOM SHS BEN IN06,038+6,038$0$268,511+$268,5112026-07-15
Q2 2026KNX
KNIGHT-SWIFT TRANSN HLDGS IN		United StatesCL A03,435+3,435$0$267,484+$267,4842026-07-15
Q2 2026HXL
HEXCEL CORP NEW		United StatesCOM02,640+2,640$0$264,159+$264,1592026-07-15
Q2 2026VST
VISTRA CORP		United StatesCOM01,651+1,651$0$261,899+$261,8992026-07-15
Q2 2026RPRX
ROYALTY PHARMA PLC		United StatesSHS CLASS A04,625+4,625$0$259,325+$259,3252026-07-15
Q2 2026DRI
DARDEN RESTAURANTS INC		United StatesCOM01,245+1,245$0$256,484+$256,4842026-07-15
Q2 2026VIK
VIKING HOLDINGS LTD		United StatesORD SHS02,441+2,441$0$255,501+$255,5012026-07-15
Q2 2026HAL
HALLIBURTON CO		United StatesCOM07,515+7,515$0$255,127+$255,1272026-07-15
Q2 2026MTSI
MACOM TECH SOLUTIONS HLDGS I		United StatesCOM0670+670$0$254,848+$254,8482026-07-15
Q2 2026BMO
BANK MONTREAL MEDIUM		COM01,426+1,426$0$251,975+$251,9752026-07-15
Q2 2026HRL
HORMEL FOODS CORP		United StatesCOM010,077+10,077$0$250,112+$250,1122026-07-15
Q2 2026WPC
WP CAREY INC		United StatesCOM03,433+3,433$0$245,460+$245,4602026-07-15
Q2 2026DOC
HEALTHPEAK PROPERTIES INC		United StatesCOM011,424+11,424$0$244,479+$244,4792026-07-15
Q2 2026BWA
BORGWARNER INC		United StatesCOM03,643+3,643$0$241,914+$241,9142026-07-15
Q2 2026VICI
VICI PPTYS INC		United StatesCOM09,093+9,093$0$241,420+$241,4202026-07-15
Q2 2026BNS
BANK NOVA SCOTIA B C		COM02,739+2,739$0$237,856+$237,8562026-07-15
Q2 2026CRS
CARPENTER TECHNOLOGY CORP		United StatesCOM0383+383$0$236,250+$236,2502026-07-15
Q2 2026RVMD
REVOLUTION MEDICINES INC		United StatesCOM01,253+1,253$0$234,663+$234,6632026-07-15
Q2 2026XPO
XPO INC		United StatesCOM01,140+1,140$0$234,032+$234,0322026-07-15
Q2 2026LEN
LENNAR CORP		United StatesCL A02,577+2,577$0$233,194+$233,1942026-07-15
Q2 2026RPM
RPM INTL INC		United StatesCOM02,092+2,092$0$232,527+$232,5272026-07-15
Q2 2026MSCI
MSCI INC		United StatesCOM0409+409$0$229,058+$229,0582026-07-15
Q2 2026GEN
GEN DIGITAL INC		United StatesCOM09,186+9,186$0$228,640+$228,6402026-07-15
Q2 2026AYI
ACUITY INC		United StatesCOM0607+607$0$228,633+$228,6332026-07-15
Q2 2026HOOD
ROBINHOOD MKTS INC		United StatesCOM CL A02,260+2,260$0$226,634+$226,6342026-07-15
Q2 2026CM
CANADIAN IMPERIAL BANK OF CO		COM01,940+1,940$0$223,100+$223,1002026-07-15
Q2 2026JXN
JACKSON FINANCIAL INC		United StatesCOM CL A02,151+2,151$0$220,270+$220,2702026-07-15
Q2 2026VTRS
VIATRIS INC		United StatesCOM013,687+13,687$0$217,354+$217,3542026-07-15
Q2 2026OMC
OMNICOM GROUP INC		United StatesCOM02,961+2,961$0$215,651+$215,6512026-07-15
Q2 2026TREX
TREX INC		United StatesCOM04,297+4,297$0$215,023+$215,0232026-07-15
Q2 2026ARMK
ARAMARK		United StatesCOM03,773+3,773$0$214,684+$214,6842026-07-15
Q2 2026SYY
SYSCO CORP		United StatesCOM02,541+2,541$0$212,402+$212,4022026-07-15
Q2 2026AER
AERCAP HOLDINGS NV		SHS01,449+1,449$0$211,236+$211,2362026-07-15
Q2 2026WAL
WESTERN ALLIANCE BANCORP		United StatesCOM02,510+2,510$0$206,323+$206,3232026-07-15
Q2 2026DKS
DICKS SPORTING GOODS INC		United StatesCOM0900+900$0$204,130+$204,1302026-07-15
Q2 2026BOH
BANK HAWAII CORP		United StatesCOM02,504+2,504$0$204,052+$204,0522026-07-15
Q2 2026LNC
LINCOLN NATL CORP IND		United StatesCOM05,718+5,718$0$202,132+$202,1322026-07-15
Q2 2026CHD
CHURCH & DWIGHT CO INC		United StatesCOM02,081+2,081$0$201,608+$201,6082026-07-15
Q2 2026ROIV
ROIVANT SCIENCES LTD		SHS05,670+5,670$0$200,662+$200,6622026-07-15
Q2 2026RAL
RALLIANT CORP		United StatesCOM02,722+2,722$0$200,422+$200,4222026-07-15
Q2 2026VFC
V F CORP		United StatesCOM011,952+11,952$0$199,361+$199,3612026-07-15
Q2 2026PRGO
PERRIGO CO PLC		IrelandSHS012,775+12,775$0$132,733+$132,7332026-07-15
Q2 2026AVTR
AVANTOR INC		United StatesCOM013,293+13,293$0$131,602+$131,6022026-07-15
Q2 2026DHC
DIVERSIFIED HEALTHCARE TR		United StatesCOM SH BEN INT012,381+12,381$0$115,144+$115,1442026-07-15
Q2 2026LBTYK
LIBERTY GLOBAL LTD		COM CL C010,391+10,391$0$114,301+$114,3012026-07-15
Q2 2026GO
GROCERY OUTLET HLDG CORP		United StatesCOM010,087+10,087$0$100,669+$100,6692026-07-15
Q2 2026ACRS
ACLARIS THERAPEUTICS INC		United StatesCOM016,072+16,072$0$85,021+$85,0212026-07-15
Q2 2026SB
SAFE BULKERS INC		COM011,297+11,297$0$71,285+$71,2852026-07-15
Q2 2026CERT
CERTARA INC		United StatesCOM010,081+10,081$0$66,031+$66,0312026-07-15
Q2 2026GENK
GEN RESTAURENT GROUP		United StatesCL A COM025,000+25,000$0$49,250+$49,2502026-07-15

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