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 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$442M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$301M |
| 3 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$297M |
| 4 |
Xtrackers USD High Yield Corporate Bond ETF
HYLB
|
+$260M |
| 5 |
Apple
AAPL
|
+$220M |
Sector Composition
| 1 | Technology | 13.45% |
| 2 | Healthcare | 9.18% |
| 3 | Financials | 7.69% |
| 4 | Industrials | 6.66% |
| 5 | Consumer Discretionary | 5.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2626
Driven Brands
DRVN
$2.79B
| $1.54M | ﹤0.01% |
55,072
+11,116
| +25% | +$311K |
|
2627
Nuveen Arizona Quality Municipal Income Fund
NAZ
$136M
| $1.54M | ﹤0.01% |
123,047
+9,657
| +9% | +$121K |
|
2628
Global X SuperIncome Preferred ETF
SPFF
$138M
| $1.54M | ﹤0.01% |
155,509
+104,308
| +204% | +$1.03M |
|
2629
ESAB
ESAB
$6.69B
| $1.53M | ﹤0.01% |
46,009
-1,581
| -3% | -$52.7K |
|
2630
Compañía de Cervecerías Unidas
CCU
$2.2B
| $1.53M | ﹤0.01% |
142,132
+1,807
| +1% | +$19.5K |
|
2631
Quaker Houghton
KWR
$2.45B
| $1.53M | ﹤0.01% |
10,621
+1,299
| +14% | +$187K |
|
2632
Tootsie Roll Industries
TR
$3.06B
| $1.53M | ﹤0.01% |
50,220
-2,605
| -5% | -$79.3K |
|
|
AMJ
2633
DELISTED
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
| $1.53M | ﹤0.01% |
76,150
-4,333
| -5% | -$86.9K |
|
2634
Carvana
CVNA
$54.4B
| $1.52M | ﹤0.01% |
75,016
-9,652
| -11% | -$196K |
|
2635
Associated Banc-Corp
ASB
$4.37B
| $1.52M | ﹤0.01% |
75,782
+2,070
| +3% | +$41.5K |
|
2636
Sonic Automotive
SAH
$2.71B
| $1.52M | ﹤0.01% |
35,116
+4,070
| +13% | +$176K |
|
2637
Clean Energy Fuels
CLNE
$581M
| $1.52M | ﹤0.01% |
284,490
-72,743
| -20% | -$388K |
|
2638
Fomento Económico Mexicano
FMX
$32.3B
| $1.52M | ﹤0.01% |
24,131
-15,766
| -40% | -$990K |
|
2639
Invesco S&P SmallCap Materials ETF
PSCM
$12.4M
| $1.51M | ﹤0.01% |
27,039
+1,857
| +7% | +$104K |
|
2640
First Trust NASDAQ ABA Community Bank Index Fund
QABA
$106M
| $1.51M | ﹤0.01% |
30,062
-5,921
| -16% | -$298K |
|
2641
WisdomTree International SmallCap Dividend Fund
DLS
$1.04B
| $1.51M | ﹤0.01% |
29,369
-1,707
| -5% | -$87.8K |
|
|
ITCI
2642
DELISTED
Intra-Cellular Therapies Inc.
ITCI
| $1.51M | ﹤0.01% |
32,447
-587
| -2% | -$27.3K |
|
|
RFM
2643
RiverNorth Flexible Municipal Income Fund
RFM
$87.4M
| $1.51M | ﹤0.01% |
97,042
+7,750
| +9% | +$121K |
|
2644
Ternium
TX
$6.96B
| $1.51M | ﹤0.01% |
55,083
-32,300
| -37% | -$884K |
|
2645
Monarch Casino & Resort
MCRI
$1.86B
| $1.51M | ﹤0.01% |
26,799
+3,754
| +16% | +$211K |
|
2646
Movado Group
MOV
$440M
| $1.5M | ﹤0.01% |
53,364
+33
| +0.1% | +$930 |
|
2647
VictoryShares Dividend Accelerator ETF
VSDA
$238M
| $1.5M | ﹤0.01% |
38,028
+1,642
| +5% | +$64.9K |
|
|
SVC
2648
Service Properties Trust
SVC
$496M
| $1.5M | ﹤0.01% |
289,335
+62,492
| +28% | +$324K |
|
|
ARGO
2649
DELISTED
Argo Group International Holdings, Ltd.
ARGO
| $1.5M | ﹤0.01% |
78,039
+2,891
| +4% | +$55.6K |
|
2650
StoneCo
STNE
$5.04B
| $1.5M | ﹤0.01% |
157,334
-624
| -0.4% | -$5.95K |
|