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 | |
|---|---|---|---|---|---|---|
2826
HNI Corp
HNI
$2.05B
| $1.51M | ﹤0.01% |
28,012
-2,162
| -7% | -$116K |
|
2827
Sprott Gold Miners ETF
SGDM
$543M
| $1.51M | ﹤0.01% |
48,669
-7,501
| -13% | -$232K |
|
2828
Value Line
VALU
$366M
| $1.51M | ﹤0.01% |
32,408
-8
| -0% | -$372 |
|
2829
NIO
NIO
$16.8B
| $1.5M | ﹤0.01% |
224,407
-72,885
| -25% | -$487K |
|
2830
Cathay General Bancorp
CATY
$3.36B
| $1.49M | ﹤0.01% |
34,776
+873
| +3% | +$37.5K |
|
|
EVM
2831
Eaton Vance California Municipal Bond Fund
EVM
$235M
| $1.49M | ﹤0.01% |
154,557
+7,153
| +5% | +$69K |
|
2832
Hillenbrand
HI
$1.7B
| $1.49M | ﹤0.01% |
53,649
+3,826
| +8% | +$106K |
|
2833
Albemarle Corp Depositary Shares
ALB.PRA
$1.75B
| $1.49M | ﹤0.01% |
33,118
-91,847
| -73% | -$4.13M |
|
2834
First Watch Restaurant Group
FWRG
$1.01B
| $1.49M | ﹤0.01% |
95,461
+39,783
| +71% | +$621K |
|
|
CTO
2835
CTO Realty Growth
CTO
$539M
| $1.49M | ﹤0.01% |
78,223
+14,192
| +22% | +$270K |
|
2836
Arvinas
ARVN
$559M
| $1.49M | ﹤0.01% |
60,399
-21,659
| -26% | -$533K |
|
2837
Nomad Foods
NOMD
$2.04B
| $1.49M | ﹤0.01% |
78,013
-963
| -1% | -$18.4K |
|
2838
Clear Secure
YOU
$3.54B
| $1.49M | ﹤0.01% |
44,843
+5,363
| +14% | +$178K |
|
2839
Iris Energy
IREN
$10.3B
| $1.49M | ﹤0.01% |
176,040
-87,210
| -33% | -$736K |
|
2840
Credo Technology Group
CRDO
$28.4B
| $1.49M | ﹤0.01% |
48,231
+259
| +0.5% | +$7.98K |
|
2841
1st Source
SRCE
$1.55B
| $1.48M | ﹤0.01% |
24,717
+11,797
| +91% | +$706K |
|
2842
Amneal Pharmaceuticals
AMRX
$3.02B
| $1.48M | ﹤0.01% |
177,835
+118,490
| +200% | +$986K |
|
2843
Calix
CALX
$4.01B
| $1.48M | ﹤0.01% |
38,113
+8,979
| +31% | +$348K |
|
2844
Mercantile Bank Corp
MBWM
$760M
| $1.48M | ﹤0.01% |
33,755
+231
| +0.7% | +$10.1K |
|
2845
JPMorgan Diversified Return Emerging Markets Equity ETF
JPEM
$347M
| $1.47M | ﹤0.01% |
25,989
+5,732
| +28% | +$325K |
|
2846
JPMorgan Active Value ETF
JAVA
$4.16B
| $1.47M | ﹤0.01% |
22,955
+13,791
| +150% | +$884K |
|
2847
Mercury Systems
MRCY
$4.43B
| $1.47M | ﹤0.01% |
39,647
+3,428
| +9% | +$127K |
|
2848
Independent Bank
INDB
$3.52B
| $1.47M | ﹤0.01% |
24,779
-1,334
| -5% | -$78.9K |
|
|
BGX
2849
Blackstone Long-Short Credit Income Fund
BGX
$157M
| $1.46M | ﹤0.01% |
113,976
-1,045
| -0.9% | -$13.4K |
|
2850
Geron
GERN
$810M
| $1.46M | ﹤0.01% |
320,999
+31,605
| +11% | +$143K |
|