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 |
iShares Russell 2000 ETF
IWM
|
+$655M |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$424M |
| 3 |
iShares Broad USD High Yield Corporate Bond ETF
USHY
|
+$351M |
| 4 |
Microsoft
MSFT
|
+$302M |
| 5 |
Bank of New York Mellon
BK
|
+$296M |
Top Sells
Sector Composition
| 1 | Technology | 16.05% |
| 2 | Healthcare | 9.86% |
| 3 | Financials | 8.41% |
| 4 | Consumer Discretionary | 7.9% |
| 5 | Industrials | 7.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2851
HNI Corp
HNI
$2.05B
| $3.95M | ﹤0.01% |
114,610
+2,359
| +2% | +$81.3K |
|
2852
Luminar Technologies
LAZR
$165M
| $3.95M | ﹤0.01% |
7,743
+7,603
| +5,431% | +$3.88M |
|
2853
Global Water Resources
GWRS
$272M
| $3.95M | ﹤0.01% |
273,772
+6,227
| +2% | +$89.7K |
|
2854
Nuveen Municipal Credit Opportunities Fund
NMCO
$596M
| $3.94M | ﹤0.01% |
304,105
+33,289
| +12% | +$432K |
|
2855
DallasNews
DALN
$84.4M
| $3.94M | ﹤0.01% |
652,429
-277
| -0% | -$1.67K |
|
2856
Barclays
BCS
$72.7B
| $3.93M | ﹤0.01% |
492,387
-68,622
| -12% | -$548K |
|
2857
Blue Owl Capital
OBDC
$7.02B
| $3.93M | ﹤0.01% |
310,470
+304,243
| +4,886% | +$3.85M |
|
2858
Ranpak Holdings
PACK
$395M
| $3.92M | ﹤0.01% |
291,645
+148,549
| +104% | +$2M |
|
2859
First Trust Dorsey Wright Dynamic Focus 5 ETF
FVC
$114M
| $3.91M | ﹤0.01% |
125,968
-91,719
| -42% | -$2.85M |
|
|
MFA
2860
MFA Financial
MFA
$1.01B
| $3.91M | ﹤0.01% |
251,176
-13,416
| -5% | -$209K |
|
|
CHY
2861
Calamos Convertible and High Income Fund
CHY
$887M
| $3.9M | ﹤0.01% |
273,074
+54,816
| +25% | +$783K |
|
2862
Kite Realty
KRG
$4.84B
| $3.9M | ﹤0.01% |
260,638
+7,869
| +3% | +$118K |
|
2863
Global X Internet of Things ETF
SNSR
$226M
| $3.9M | ﹤0.01% |
122,536
+27,232
| +29% | +$866K |
|
2864
Atara Biotherapeutics
ATRA
$81.4M
| $3.89M | ﹤0.01% |
7,930
+834
| +12% | +$409K |
|
|
CHW
2865
Calamos Global Dynamic Income Fund
CHW
$479M
| $3.89M | ﹤0.01% |
406,539
+42,735
| +12% | +$408K |
|
2866
Health Catalyst
HCAT
$198M
| $3.88M | ﹤0.01% |
89,085
-2,336,749
| -96% | -$102M |
|
|
SAFE
2867
Safehold
SAFE
$1.18B
| $3.87M | ﹤0.01% |
53,575
-1,925
| -3% | -$139K |
|
2868
Columbia Financial
CLBK
$1.62B
| $3.87M | ﹤0.01% |
248,830
+23,370
| +10% | +$364K |
|
2869
Invesco Golden Dragon China ETF
PGJ
$166M
| $3.86M | ﹤0.01% |
60,486
+68
| +0.1% | +$4.34K |
|
2870
Interparfums
IPAR
$3.32B
| $3.86M | ﹤0.01% |
63,815
+22,875
| +56% | +$1.38M |
|
|
GCP
2871
DELISTED
GCP Applied Technologies Inc.
GCP
| $3.86M | ﹤0.01% |
163,221
+56,358
| +53% | +$1.33M |
|
2872
Ameresco
AMRC
$1.53B
| $3.86M | ﹤0.01% |
73,833
+15,182
| +26% | +$793K |
|
2873
Verra Mobility
VRRM
$3.84B
| $3.85M | ﹤0.01% |
287,148
-3,007
| -1% | -$40.4K |
|
|
CTT
2874
DELISTED
CATCHMARK TIMBER TRUST, INC.
CTT
| $3.85M | ﹤0.01% |
411,630
+23,010
| +6% | +$215K |
|
2875
M/I Homes
MHO
$4.01B
| $3.84M | ﹤0.01% |
86,666
-5,209
| -6% | -$231K |
|