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
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$3.98B |
| 2 |
Alphabet (Google) Class A
GOOGL
|
+$1.02B |
| 3 |
American Express
AXP
|
+$675M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$299M |
| 5 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$279M |
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
+$1.76B |
| 2 |
UnitedHealth
UNH
|
+$649M |
| 3 |
Nike
NKE
|
+$525M |
| 4 |
Target
TGT
|
+$412M |
| 5 |
NVIDIA
NVDA
|
+$395M |
Sector Composition
| 1 | Technology | 17.59% |
| 2 | Financials | 8.98% |
| 3 | Industrials | 6.13% |
| 4 | Healthcare | 5.81% |
| 5 | Consumer Discretionary | 5.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2651
BioCryst Pharmaceuticals
BCRX
$1.62B
| $2.55M | ﹤0.01% |
284,931
+66,847
| +31% | +$599K |
|
2652
Denny's
DENN
$265M
| $2.54M | ﹤0.01% |
619,250
-37,731
| -6% | -$155K |
|
2653
Noble Corp
NE
$4.8B
| $2.54M | ﹤0.01% |
95,589
-27,661
| -22% | -$734K |
|
2654
Allot
ALLT
$431M
| $2.54M | ﹤0.01% |
3,000
+2,993
| +42,757% | +$2.53M |
|
2655
Bio-Techne
TECH
$8.01B
| $2.53M | ﹤0.01% |
49,271
+1,826
| +4% | +$93.9K |
|
2656
Immunocore
IMCR
$1.68B
| $2.53M | ﹤0.01% |
80,761
-2,909
| -3% | -$91.3K |
|
|
DSM
2657
BNY Mellon Strategic Municipal Bond Fund
DSM
$293M
| $2.53M | ﹤0.01% |
451,132
-212,243
| -32% | -$1.19M |
|
2658
Sunrun
RUN
$3.67B
| $2.53M | ﹤0.01% |
308,773
-115,598
| -27% | -$946K |
|
2659
Crane NXT
CXT
$3.26B
| $2.52M | ﹤0.01% |
46,837
-1,575
| -3% | -$84.9K |
|
2660
Birkenstock
BIRK
$8.39B
| $2.52M | ﹤0.01% |
51,172
+44,644
| +684% | +$2.2M |
|
2661
First Mid Bancshares
FMBH
$941M
| $2.52M | ﹤0.01% |
67,115
-662
| -1% | -$24.8K |
|
2662
iShares MSCI Peru and Global Exposure ETF
EPU
$182M
| $2.51M | ﹤0.01% |
51,745
+8,929
| +21% | +$434K |
|
2663
Quantum Computing Inc
QUBT
$2.83B
| $2.51M | ﹤0.01% |
131,007
+116,343
| +793% | +$2.23M |
|
2664
USA Compression Partners
USAC
$3B
| $2.51M | ﹤0.01% |
103,288
-103,476
| -50% | -$2.52M |
|
2665
Lennar Class B
LEN.B
$32.8B
| $2.51M | ﹤0.01% |
23,837
+1,227
| +5% | +$129K |
|
2666
SPDR S&P Kensho Clean Power ETF
CNRG
$162M
| $2.51M | ﹤0.01% |
42,204
+14,758
| +54% | +$877K |
|
2667
Clear Secure
YOU
$3.54B
| $2.51M | ﹤0.01% |
90,242
+25,128
| +39% | +$698K |
|
2668
Euronet Worldwide
EEFT
$3.52B
| $2.5M | ﹤0.01% |
24,690
-181,881
| -88% | -$18.4M |
|
2669
Saratoga Investment
SAR
$391M
| $2.5M | ﹤0.01% |
100,920
+655
| +0.7% | +$16.2K |
|
2670
National Healthcare
NHC
$1.79B
| $2.5M | ﹤0.01% |
23,371
+15,873
| +212% | +$1.7M |
|
2671
Park Hotels & Resorts
PK
$2.39B
| $2.5M | ﹤0.01% |
244,303
+58,052
| +31% | +$594K |
|
2672
New Mountain Finance
NMFC
$1.03B
| $2.5M | ﹤0.01% |
236,813
+7,536
| +3% | +$79.5K |
|
2673
Array Technologies
ARRY
$1.19B
| $2.5M | ﹤0.01% |
423,164
+310,736
| +276% | +$1.83M |
|
2674
Enova International
ENVA
$3.08B
| $2.5M | ﹤0.01% |
22,377
-4,556
| -17% | -$508K |
|
2675
Alignment Healthcare
ALHC
$3.3B
| $2.49M | ﹤0.01% |
177,938
-216,033
| -55% | -$3.02M |
|