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 | |
|---|---|---|---|---|---|---|
|
CIM
2726
Chimera Investment
CIM
$1.13B
| $1.73M | ﹤0.01% |
108,976
+3,856
| +4% | +$61K |
|
2727
Supernus Pharmaceuticals
SUPN
$2.51B
| $1.72M | ﹤0.01% |
55,276
+31
| +0.1% | +$967 |
|
2728
First Trust Nasdaq Food & Beverage ETF
FTXG
$18.5M
| $1.72M | ﹤0.01% |
67,153
-5,373
| -7% | -$138K |
|
2729
Editas Medicine
EDIT
$245M
| $1.72M | ﹤0.01% |
504,765
+321,888
| +176% | +$1.1M |
|
2730
Agios Pharmaceuticals
AGIO
$2.12B
| $1.72M | ﹤0.01% |
38,608
-1,371
| -3% | -$60.9K |
|
2731
Atlanta Braves Holdings Series A
BATRA
$2.85B
| $1.72M | ﹤0.01% |
40,693
-652
| -2% | -$27.5K |
|
2732
WisdomTree International MidCap Dividend Fund
DIM
$160M
| $1.71M | ﹤0.01% |
25,805
-647
| -2% | -$42.9K |
|
2733
MediWound
MDWD
$182M
| $1.71M | ﹤0.01% |
94,765
-37,269
| -28% | -$673K |
|
2734
Rayonier
RYN
$3.97B
| $1.71M | ﹤0.01% |
55,779
-25,218
| -31% | -$772K |
|
2735
Fox Class B
FOX
$23.9B
| $1.71M | ﹤0.01% |
43,973
-33,912
| -44% | -$1.32M |
|
2736
Kimbell Royalty Partners
KRP
$1.24B
| $1.7M | ﹤0.01% |
105,761
-3,551
| -3% | -$57.1K |
|
2737
Gold Fields
GFI
$34B
| $1.7M | ﹤0.01% |
110,711
-186,879
| -63% | -$2.87M |
|
2738
SPDR Portfolio Corporate Bond ETF
SPBO
$1.72B
| $1.7M | ﹤0.01% |
56,491
+47,478
| +527% | +$1.43M |
|
2739
Sturm, Ruger & Co
RGR
$634M
| $1.69M | ﹤0.01% |
40,638
-281
| -0.7% | -$11.7K |
|
|
ARI
2740
Apollo Commercial Real Estate
ARI
$1.46B
| $1.69M | ﹤0.01% |
184,127
-442
| -0.2% | -$4.06K |
|
2741
PVH
PVH
$4.04B
| $1.69M | ﹤0.01% |
16,756
-446
| -3% | -$45K |
|
2742
Oil-Dri
ODC
$992M
| $1.68M | ﹤0.01% |
48,600
-678
| -1% | -$23.4K |
|
2743
Warrior Met Coal
HCC
$3.32B
| $1.68M | ﹤0.01% |
26,231
-253
| -1% | -$16.2K |
|
2744
Origin Bancorp
OBK
$1.11B
| $1.67M | ﹤0.01% |
52,000
+137
| +0.3% | +$4.41K |
|
2745
California Resources
CRC
$4.84B
| $1.67M | ﹤0.01% |
31,838
+1,411
| +5% | +$74K |
|
2746
Biohaven
BHVN
$1.56B
| $1.67M | ﹤0.01% |
33,418
-1,764
| -5% | -$88.1K |
|
|
EIPI
2747
FT Energy Income Partners Enhanced Income ETF
EIPI
$900M
| $1.66M | ﹤0.01% |
85,979
-78,830
| -48% | -$1.53M |
|
2748
FIGS
FIGS
$1.19B
| $1.66M | ﹤0.01% |
243,102
-2,703
| -1% | -$18.5K |
|
2749
XPEL
XPEL
$921M
| $1.66M | ﹤0.01% |
38,290
+194
| +0.5% | +$8.41K |
|
2750
Teekay Tankers
TNK
$1.91B
| $1.66M | ﹤0.01% |
28,439
-30,362
| -52% | -$1.77M |
|