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 |
Broadcom
AVGO
|
+$943M |
| 2 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$886M |
| 3 |
iShares Broad USD High Yield Corporate Bond ETF
USHY
|
+$385M |
| 4 |
Amazon
AMZN
|
+$369M |
| 5 |
NVIDIA
NVDA
|
+$342M |
Top Sells
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
+$732M |
| 2 |
iShares Russell 2000 ETF
IWM
|
+$585M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$547M |
| 4 |
Norfolk Southern
NSC
|
+$517M |
| 5 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
+$483M |
Sector Composition
| 1 | Technology | 16.97% |
| 2 | Financials | 8.26% |
| 3 | Healthcare | 7.62% |
| 4 | Industrials | 6.67% |
| 5 | Consumer Discretionary | 6.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2651
American Woodmark
AMWD
$1.02B
| $1.98M | ﹤0.01% |
21,182
-120
| -0.6% | -$11.2K |
|
2652
Atlas Energy Solutions
AESI
$1.39B
| $1.98M | ﹤0.01% |
90,663
+43,632
| +93% | +$951K |
|
2653
Mueller Water Products
MWA
$4.02B
| $1.96M | ﹤0.01% |
90,530
-1,889
| -2% | -$41K |
|
2654
ICU Medical
ICUI
$3.23B
| $1.96M | ﹤0.01% |
10,759
+482
| +5% | +$87.8K |
|
2655
Banco Santander
SAN
$149B
| $1.96M | ﹤0.01% |
383,833
-23,933
| -6% | -$122K |
|
2656
BlackRock Corporate High Yield Fund
HYT
$1.53B
| $1.95M | ﹤0.01% |
194,238
-21,425
| -10% | -$216K |
|
2657
Woodside Energy
WDS
$30.8B
| $1.95M | ﹤0.01% |
113,147
-823
| -0.7% | -$14.2K |
|
2658
Ameris Bancorp
ABCB
$5.13B
| $1.95M | ﹤0.01% |
31,248
+1,495
| +5% | +$93.3K |
|
2659
SPDR Global Dow ETF
DGT
$446M
| $1.95M | ﹤0.01% |
14,128
-177
| -1% | -$24.4K |
|
2660
Cohu
COHU
$1.04B
| $1.95M | ﹤0.01% |
75,700
+20,434
| +37% | +$525K |
|
2661
Madison Square Garden
MSGS
$5.23B
| $1.94M | ﹤0.01% |
9,324
-70
| -0.7% | -$14.6K |
|
2662
Tri Pointe Homes
TPH
$3.1B
| $1.94M | ﹤0.01% |
42,763
+2,952
| +7% | +$134K |
|
2663
Tenable Holdings
TENB
$3.64B
| $1.94M | ﹤0.01% |
47,800
-3,262
| -6% | -$132K |
|
2664
Alkermes
ALKS
$4.61B
| $1.93M | ﹤0.01% |
69,041
-3,612
| -5% | -$101K |
|
|
EQC.PRD
2665
DELISTED
Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares
EQC.PRD
| $1.93M | ﹤0.01% |
76,295
-2,053
| -3% | -$51.8K |
|
2666
iShares US Oil Equipment & Services ETF
IEZ
$113M
| $1.92M | ﹤0.01% |
95,790
-58,092
| -38% | -$1.17M |
|
2667
Upstart Holdings
UPST
$6.58B
| $1.92M | ﹤0.01% |
48,006
+107
| +0.2% | +$4.28K |
|
2668
Matador Resources
MTDR
$5.95B
| $1.92M | ﹤0.01% |
38,857
-23,523
| -38% | -$1.16M |
|
2669
VanEck Natural Resources ETF
HAP
$171M
| $1.92M | ﹤0.01% |
36,381
+5
| +0% | +$264 |
|
2670
Invesco S&P 500 Equal Weight Utilities ETF
RSPU
$459M
| $1.92M | ﹤0.01% |
27,909
-989
| -3% | -$67.9K |
|
2671
Invesco DB US Dollar Index Bullish Fund
UUP
$159M
| $1.92M | ﹤0.01% |
67,977
-36,774
| -35% | -$1.04M |
|
2672
Tandem Diabetes Care
TNDM
$832M
| $1.91M | ﹤0.01% |
45,092
+1,716
| +4% | +$72.8K |
|
2673
Global X Cloud Computing ETF
CLOU
$314M
| $1.91M | ﹤0.01% |
92,967
+9,756
| +12% | +$200K |
|
2674
iShares MSCI Spain ETF
EWP
$1.39B
| $1.91M | ﹤0.01% |
54,097
-139,196
| -72% | -$4.91M |
|
2675
ProFrac Holding
ACDC
$687M
| $1.91M | ﹤0.01% |
280,870
+227,104
| +422% | +$1.54M |
|