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
Sector Composition
| 1 | Technology | 12.31% |
| 2 | Financials | 9.04% |
| 3 | Healthcare | 8.6% |
| 4 | Industrials | 8.32% |
| 5 | Consumer Discretionary | 7.49% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2626
Global X Silver Miners ETF NEW
SIL
$3.18B
| $4.11M | ﹤0.01% |
146,186
+71,008
| +94% | +$2M |
|
2627
Brown-Forman Class A
BF.A
$13.2B
| $4.1M | ﹤0.01% |
68,539
-381
| -0.6% | -$22.8K |
|
2628
Banc of California
BANC
$2.61B
| $4.09M | ﹤0.01% |
289,543
+57,277
| +25% | +$810K |
|
2629
GrafTech
EAF
$271M
| $4.09M | ﹤0.01% |
31,979
+1,837
| +6% | +$235K |
|
2630
CTS Corp
CTS
$1.24B
| $4.09M | ﹤0.01% |
126,358
+12,416
| +11% | +$402K |
|
|
VGR
2631
DELISTED
Vector Group Ltd.
VGR
| $4.09M | ﹤0.01% |
483,920
-16,037
| -3% | -$135K |
|
2632
ASE Group
ASX
$24.6B
| $4.09M | ﹤0.01% |
916,012
-63,018
| -6% | -$281K |
|
2633
Employers Holdings
EIG
$971M
| $4.08M | ﹤0.01% |
93,656
+2,945
| +3% | +$128K |
|
2634
Vishay Precision Group
VPG
$433M
| $4.08M | ﹤0.01% |
124,560
+64,916
| +109% | +$2.13M |
|
2635
Papa John's
PZZA
$1.63B
| $4.07M | ﹤0.01% |
77,757
-2,269
| -3% | -$119K |
|
2636
Lakeland Financial Corp
LKFN
$1.65B
| $4.07M | ﹤0.01% |
92,521
+489
| +0.5% | +$21.5K |
|
|
BBT
2637
Beacon Financial Corporation
BBT
$2.14B
| $4.05M | ﹤0.01% |
138,371
+1,091
| +0.8% | +$32K |
|
2638
Middlesex Water
MSEX
$951M
| $4.04M | ﹤0.01% |
62,263
-17,659
| -22% | -$1.15M |
|
2639
nLIGHT
LASR
$1.48B
| $4.04M | ﹤0.01% |
258,231
-115,194
| -31% | -$1.8M |
|
2640
Cohen & Steers Duration Preferred & Income Fund
LDP
$633M
| $4.04M | ﹤0.01% |
157,951
-27,814
| -15% | -$711K |
|
2641
SPDR S&P Global Natural Resources ETF
GNR
$3.35B
| $4.04M | ﹤0.01% |
93,699
-13,365
| -12% | -$576K |
|
2642
Neuronetics
STIM
$190M
| $4.03M | ﹤0.01% |
485,349
+92,112
| +23% | +$766K |
|
2643
Invesco Municipal Opportunity Trust
VMO
$645M
| $4.03M | ﹤0.01% |
322,284
+16,059
| +5% | +$201K |
|
2644
DiamondRock Hospitality
DRH
$1.68B
| $4.03M | ﹤0.01% |
392,785
+12,057
| +3% | +$124K |
|
2645
Sonos
SONO
$1.88B
| $4.02M | ﹤0.01% |
300,090
+33,726
| +13% | +$452K |
|
2646
BlackRock MuniYield Fund
MYD
$486M
| $4.02M | ﹤0.01% |
269,946
+37,913
| +16% | +$564K |
|
|
ACRE
2647
Ares Commercial Real Estate
ACRE
$266M
| $4.02M | ﹤0.01% |
263,705
-400
| -0.2% | -$6.09K |
|
2648
iShares MSCI Mexico ETF
EWW
$1.94B
| $4.02M | ﹤0.01% |
94,036
+30,622
| +48% | +$1.31M |
|
2649
International Bancshares
IBOC
$4.33B
| $4.01M | ﹤0.01% |
103,736
+5,623
| +6% | +$217K |
|
2650
Provident Financial Services
PFS
$2.56B
| $4M | ﹤0.01% |
163,185
-28,273
| -15% | -$694K |
|