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 | |
|---|---|---|---|---|---|---|
2876
Payoneer
PAYO
$2.44B
| $1.33M | ﹤0.01% |
239,402
+16,128
| +7% | +$89.3K |
|
2877
Independent Bank
INDB
$3.52B
| $1.32M | ﹤0.01% |
26,113
+2,952
| +13% | +$150K |
|
2878
Riot Platforms
RIOT
$6.51B
| $1.32M | ﹤0.01% |
144,899
-36,073
| -20% | -$330K |
|
|
AUTL
2879
Autolus Therapeutics
AUTL
$338M
| $1.32M | ﹤0.01% |
380,306
+3,534
| +0.9% | +$12.3K |
|
|
HTO
2880
H2O America Common Stock
HTO
$1.71B
| $1.32M | ﹤0.01% |
24,328
+1,404
| +6% | +$76.1K |
|
2881
Viking Holdings
VIK
$27.5B
| $1.32M | ﹤0.01% |
+38,859
| New | +$1.32M |
|
2882
BlackRock MuniYield Michigan Quality Fund
MIY
$330M
| $1.31M | ﹤0.01% |
114,749
-6,658
| -5% | -$76.2K |
|
2883
FIGS
FIGS
$1.19B
| $1.31M | ﹤0.01% |
245,805
+90,991
| +59% | +$485K |
|
2884
Invesco BulletShares 2031 Municipal Bond ETF
BSMV
$121M
| $1.31M | ﹤0.01% |
62,440
-8,989
| -13% | -$188K |
|
2885
Atlanta Braves Holdings Series B
BATRK
$2.61B
| $1.31M | ﹤0.01% |
33,179
+2,917
| +10% | +$115K |
|
2886
Aldeyra Therapeutics
ALDX
$294M
| $1.31M | ﹤0.01% |
395,297
+7,993
| +2% | +$26.5K |
|
2887
Flywire
FLYW
$1.65B
| $1.31M | ﹤0.01% |
79,637
+21,934
| +38% | +$359K |
|
2888
Simmons First National
SFNC
$2.86B
| $1.3M | ﹤0.01% |
74,139
-528
| -0.7% | -$9.28K |
|
2889
Mirum Pharmaceuticals
MIRM
$3.67B
| $1.3M | ﹤0.01% |
38,114
+30,239
| +384% | +$1.03M |
|
2890
Nomad Foods
NOMD
$2.04B
| $1.3M | ﹤0.01% |
78,976
-3,878
| -5% | -$63.9K |
|
2891
Ziff Davis
ZD
$1.57B
| $1.3M | ﹤0.01% |
23,630
+5,103
| +28% | +$281K |
|
2892
Zillow
ZG
$21B
| $1.3M | ﹤0.01% |
28,877
+2,306
| +9% | +$104K |
|
|
SWN
2893
DELISTED
Southwestern Energy Company
SWN
| $1.29M | ﹤0.01% |
192,250
-47,519
| -20% | -$320K |
|
2894
Invesco Dorsey Wright Healthcare Momentum ETF
PTH
$94.8M
| $1.29M | ﹤0.01% |
30,005
-13,613
| -31% | -$585K |
|
2895
STAAR Surgical
STAA
$1.35B
| $1.29M | ﹤0.01% |
27,049
+3,135
| +13% | +$149K |
|
2896
Global X Autonomous & Electric Vehicles ETF
DRIV
$342M
| $1.29M | ﹤0.01% |
54,805
-14,976
| -21% | -$352K |
|
2897
MiMedx Group
MDXG
$1.03B
| $1.29M | ﹤0.01% |
185,715
+128,158
| +223% | +$888K |
|
|
TGI
2898
DELISTED
Triumph Group
TGI
| $1.29M | ﹤0.01% |
83,423
+8,050
| +11% | +$124K |
|
|
VALN
2899
Valneva
VALN
$856M
| $1.28M | ﹤0.01% |
183,110
+180,590
| +7,166% | +$1.27M |
|
|
NHS
2900
Neuberger Berman High Yield Strategies Fund
NHS
$234M
| $1.28M | ﹤0.01% |
164,056
+13,049
| +9% | +$102K |
|