Wells Fargo Portfolio holdings
Wells Fargo & Company, founded in 1852 by Henry Wells and William Fargo, is a major American financial institution headquartered in San Francisco, California, known for its extensive retail banking network and historical roots in the American West. Offering a wide range of services—including consumer banking, mortgages, wealth management, and commercial finance—it manages trillions in assets and serves millions of customers through thousands of branches and ATMs across the U.S. Despite its prominence, Wells Fargo faced significant scrutiny following a 2016 scandal involving millions of unauthorized accounts, leading to leadership changes and regulatory penalties, though it has since focused on rebuilding trust and enhancing digital banking capabilities. With a legacy tied to stagecoaches and a modern focus on diversified financial services, Wells Fargo remains a key player in the U.S. banking sector.
Top Buys
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
+$377M |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
+$257M |
| 3 |
ARK Innovation ETF
ARKK
|
+$252M |
| 4 |
Alerian MLP ETF
AMLP
|
+$194M |
| 5 |
VF Corp
VFC
|
+$189M |
Sector Composition
| 1 | Technology | 12.66% |
| 2 | Healthcare | 9.39% |
| 3 | Financials | 7.92% |
| 4 | Industrials | 7.06% |
| 5 | Consumer Discretionary | 5.36% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2526
POSCO
PKX
$15.7B
| $1.93M | ﹤0.01% |
35,364
-200
| -0.6% | -$10.9K |
|
2527
DiamondRock Hospitality
DRH
$1.69B
| $1.92M | ﹤0.01% |
234,245
-25,418
| -10% | -$208K |
|
2528
Novanta
NOVT
$4.12B
| $1.92M | ﹤0.01% |
14,102
+414
| +3% | +$56.3K |
|
2529
TripAdvisor
TRIP
$2.18B
| $1.92M | ﹤0.01% |
106,562
-10,740
| -9% | -$193K |
|
2530
Invesco S&P MidCap 400 Pure Growth ETF
RFG
$299M
| $1.9M | ﹤0.01% |
53,115
-800
| -1% | -$28.7K |
|
2531
Nuveen Real Estate Income Fund
JRS
$237M
| $1.9M | ﹤0.01% |
251,166
-36,177
| -13% | -$273K |
|
2532
Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF
PDN
$370M
| $1.9M | ﹤0.01% |
64,049
-1,777
| -3% | -$52.6K |
|
2533
Global X Cloud Computing ETF
CLOU
$314M
| $1.89M | ﹤0.01% |
117,935
-9,471
| -7% | -$152K |
|
2534
iShares Global Industrials ETF
EXI
$1.04B
| $1.89M | ﹤0.01% |
17,752
+66
| +0.4% | +$7.03K |
|
2535
iShares iBonds 2025 Term High Yield and Income ETF
IBHE
$496M
| $1.89M | ﹤0.01% |
83,845
+70,960
| +551% | +$1.6M |
|
2536
Invesco BulletShares 2032 Corporate Bond ETF
BSCW
$1.05B
| $1.88M | ﹤0.01% |
+94,469
| New | +$1.88M |
|
2537
Federal Signal
FSS
$7.66B
| $1.87M | ﹤0.01% |
40,307
-1,277
| -3% | -$59.3K |
|
2538
NIO
NIO
$16.5B
| $1.87M | ﹤0.01% |
191,787
+24,972
| +15% | +$243K |
|
2539
Pacer Trendpilot European Index ETF
PTEU
$35.3M
| $1.87M | ﹤0.01% |
82,218
-2,817
| -3% | -$64.1K |
|
2540
UiPath
PATH
$6.33B
| $1.86M | ﹤0.01% |
146,711
+6,594
| +5% | +$83.8K |
|
2541
Blue Owl Capital
OWL
$12.2B
| $1.86M | ﹤0.01% |
175,001
+59,225
| +51% | +$628K |
|
2542
PubMatic
PUBM
$396M
| $1.85M | ﹤0.01% |
144,658
-13,068
| -8% | -$167K |
|
2543
MannKind Corp
MNKD
$1.68B
| $1.85M | ﹤0.01% |
351,259
-20,779
| -6% | -$110K |
|
2544
PVH
PVH
$4.04B
| $1.85M | ﹤0.01% |
26,154
-1,146
| -4% | -$80.9K |
|
2545
Compañía de Cervecerías Unidas
CCU
$2.24B
| $1.85M | ﹤0.01% |
140,677
-1,455
| -1% | -$19.1K |
|
2546
Imperial Oil
IMO
$48.2B
| $1.84M | ﹤0.01% |
37,721
+11,792
| +45% | +$575K |
|
2547
Invesco Dorsey Wright Consumer Staples Momentum ETF
PSL
$97M
| $1.84M | ﹤0.01% |
22,235
-2,150
| -9% | -$178K |
|
2548
LeMaitre Vascular
LMAT
$2.11B
| $1.83M | ﹤0.01% |
39,865
-1,706
| -4% | -$78.5K |
|
2549
Shake Shack
SHAK
$4.05B
| $1.83M | ﹤0.01% |
44,133
-429
| -1% | -$17.8K |
|
2550
WisdomTree International SmallCap Dividend Fund
DLS
$1.05B
| $1.83M | ﹤0.01% |
31,553
+2,184
| +7% | +$127K |
|