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
|
+$526M |
| 2 |
Microsoft
MSFT
|
+$356M |
| 3 |
Apple
AAPL
|
+$303M |
| 4 |
Amazon
AMZN
|
+$302M |
| 5 |
Broadcom
AVGO
|
+$244M |
Top Sells
| 1 |
Air Products & Chemicals
APD
|
+$433M |
| 2 |
Invesco QQQ Trust
QQQ
|
+$355M |
| 3 |
United Parcel Service
UPS
|
+$142M |
| 4 |
Vanguard Mid-Cap ETF
VO
|
+$124M |
| 5 |
Bristol-Myers Squibb
BMY
|
+$119M |
Sector Composition
| 1 | Technology | 17.33% |
| 2 | Financials | 7.92% |
| 3 | Healthcare | 7.69% |
| 4 | Industrials | 6.62% |
| 5 | Consumer Discretionary | 5.75% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2801
CleanSpark
CLSK
$3.22B
| $1.5M | ﹤0.01% |
94,186
-3,237
| -3% | -$51.6K |
|
2802
ArcBest
ARCB
$1.59B
| $1.5M | ﹤0.01% |
14,024
+1,267
| +10% | +$136K |
|
2803
Ameris Bancorp
ABCB
$5.09B
| $1.5M | ﹤0.01% |
29,753
+5,526
| +23% | +$278K |
|
2804
Sprott Gold Miners ETF
SGDM
$543M
| $1.5M | ﹤0.01% |
56,170
-1,732
| -3% | -$46.2K |
|
2805
Array Technologies
ARRY
$1.19B
| $1.49M | ﹤0.01% |
145,492
-762
| -0.5% | -$7.82K |
|
2806
Magnite
MGNI
$3.4B
| $1.49M | ﹤0.01% |
112,117
-16,763
| -13% | -$223K |
|
2807
Fidelity MSCI Consumer Staples Index ETF
FSTA
$1.34B
| $1.49M | ﹤0.01% |
31,414
-45
| -0.1% | -$2.13K |
|
|
LSXMA
2808
DELISTED
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
| $1.49M | ﹤0.01% |
67,104
+33,470
| +100% | +$741K |
|
2809
Vanguard ESG US Corporate Bond ETF
VCEB
$916M
| $1.48M | ﹤0.01% |
23,926
+6,645
| +38% | +$412K |
|
2810
Enel Chile
ENIC
$5.33B
| $1.48M | ﹤0.01% |
529,991
+14,986
| +3% | +$42K |
|
2811
Tri Pointe Homes
TPH
$3.06B
| $1.48M | ﹤0.01% |
39,811
+4,294
| +12% | +$160K |
|
2812
VictoryShares Dividend Accelerator ETF
VSDA
$238M
| $1.48M | ﹤0.01% |
30,689
+312
| +1% | +$15.1K |
|
2813
Minerals Technologies
MTX
$1.99B
| $1.48M | ﹤0.01% |
17,813
+4,362
| +32% | +$363K |
|
2814
AppFolio
APPF
$9.92B
| $1.48M | ﹤0.01% |
6,051
-4,567
| -43% | -$1.12M |
|
|
NXRT
2815
NexPoint Residential Trust
NXRT
$816M
| $1.48M | ﹤0.01% |
37,425
+2,557
| +7% | +$101K |
|
2816
Supernus Pharmaceuticals
SUPN
$2.51B
| $1.48M | ﹤0.01% |
55,245
+6,444
| +13% | +$172K |
|
2817
PagerDuty
PD
$1.48B
| $1.47M | ﹤0.01% |
64,133
+27,852
| +77% | +$639K |
|
2818
Rogers Communications
RCI
$19.3B
| $1.47M | ﹤0.01% |
39,744
-7,477
| -16% | -$276K |
|
|
SMAR
2819
DELISTED
Smartsheet Inc.
SMAR
| $1.47M | ﹤0.01% |
33,321
-17,664
| -35% | -$779K |
|
2820
Simply Good Foods
SMPL
$2.67B
| $1.47M | ﹤0.01% |
40,578
+2,302
| +6% | +$83.2K |
|
2821
Spectrum Brands
SPB
$1.28B
| $1.46M | ﹤0.01% |
16,954
+698
| +4% | +$60K |
|
2822
Kemper
KMPR
$3.3B
| $1.45M | ﹤0.01% |
24,411
-4,116
| -14% | -$244K |
|
2823
Zymeworks
ZYME
$1.2B
| $1.45M | ﹤0.01% |
170,073
-68,614
| -29% | -$584K |
|
2824
Ascendis Pharma
ASND
$12.1B
| $1.45M | ﹤0.01% |
10,610
-451
| -4% | -$61.5K |
|
2825
Beam Therapeutics
BEAM
$2.27B
| $1.45M | ﹤0.01% |
61,753
+14,880
| +32% | +$349K |
|