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 | 8.33% |
| 5 | Consumer Discretionary | 7.49% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
VAR
251
DELISTED
Varian Medical Systems, Inc.
VAR
| $270M | 0.08% |
2,266,671
+377,501
| +20% | +$45M |
|
252
Fiserv
FI
$73.4B
| $267M | 0.08% |
2,580,443
+1,457,536
| +130% | +$151M |
|
253
Vulcan Materials
VMC
$39B
| $267M | 0.08% |
1,762,471
-185,887
| -10% | -$28.1M |
|
254
Alerian MLP ETF
AMLP
$10.5B
| $266M | 0.08% |
5,817,269
+141,275
| +2% | +$6.46M |
|
255
Vanguard FTSE All-World ex-US ETF
VEU
$48.8B
| $264M | 0.07% |
5,282,119
+2,507,180
| +90% | +$125M |
|
256
M&T Bank
MTB
$31.2B
| $263M | 0.07% |
1,662,065
+26,646
| +2% | +$4.21M |
|
257
Hershey
HSY
$37.6B
| $262M | 0.07% |
1,689,299
+51,146
| +3% | +$7.93M |
|
258
Edwards Lifesciences
EW
$47.5B
| $260M | 0.07% |
3,551,757
-162,741
| -4% | -$11.9M |
|
259
Cigna
CI
$81.5B
| $259M | 0.07% |
1,708,006
-12,252
| -0.7% | -$1.86M |
|
260
EOG Resources
EOG
$64.4B
| $259M | 0.07% |
3,490,478
+43,768
| +1% | +$3.25M |
|
261
Dow Inc
DOW
$17.4B
| $259M | 0.07% |
5,433,507
+339,715
| +7% | +$16.2M |
|
|
PBCT
262
DELISTED
People's United Financial Inc
PBCT
| $257M | 0.07% |
16,407,524
-288,105
| -2% | -$4.5M |
|
263
Fidelity National Financial
FNF
$16.5B
| $256M | 0.07% |
5,984,108
-283,203
| -5% | -$12.1M |
|
264
NCR Voyix
VYX
$1.84B
| $255M | 0.07% |
13,195,791
+899,635
| +7% | +$17.4M |
|
265
Energy Select Sector SPDR Fund
XLE
$26.7B
| $255M | 0.07% |
4,304,957
-535,038
| -11% | -$31.7M |
|
266
DexCom
DXCM
$31.6B
| $255M | 0.07% |
6,827,464
+1,521,024
| +29% | +$56.7M |
|
267
Dollar General
DG
$24.1B
| $253M | 0.07% |
1,589,659
-97,513
| -6% | -$15.5M |
|
|
TWTR
268
DELISTED
Twitter, Inc.
TWTR
| $252M | 0.07% |
6,107,522
-106,113
| -2% | -$4.37M |
|
269
Loews
L
$20B
| $252M | 0.07% |
4,887,154
+233,132
| +5% | +$12M |
|
270
Aptiv
APTV
$17.5B
| $251M | 0.07% |
2,876,377
-19,135
| -0.7% | -$1.67M |
|
271
Valero Energy
VLO
$48.7B
| $251M | 0.07% |
2,945,280
-280,957
| -9% | -$23.9M |
|
272
Insulet
PODD
$24.5B
| $250M | 0.07% |
1,517,941
-31,890
| -2% | -$5.26M |
|
273
Suncor Energy
SU
$48.5B
| $250M | 0.07% |
7,917,887
+55,415
| +0.7% | +$1.75M |
|
274
First Trust Value Line Dividend Fund
FVD
$9.15B
| $250M | 0.07% |
7,169,656
+1,076,097
| +18% | +$37.5M |
|
275
Xcel Energy
XEL
$43B
| $248M | 0.07% |
3,829,004
+165,396
| +5% | +$10.7M |
|