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
|
+$3.98B |
| 2 |
Alphabet (Google) Class A
GOOGL
|
+$1.02B |
| 3 |
American Express
AXP
|
+$675M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$299M |
| 5 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$279M |
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
+$1.76B |
| 2 |
UnitedHealth
UNH
|
+$649M |
| 3 |
Nike
NKE
|
+$525M |
| 4 |
Target
TGT
|
+$412M |
| 5 |
NVIDIA
NVDA
|
+$395M |
Sector Composition
| 1 | Technology | 17.59% |
| 2 | Financials | 8.98% |
| 3 | Industrials | 6.13% |
| 4 | Healthcare | 5.81% |
| 5 | Consumer Discretionary | 5.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2876
Stevanato
STVN
$7.35B
| $1.81M | ﹤0.01% |
74,281
+27,477
| +59% | +$671K |
|
2877
Buckle
BKE
$3.09B
| $1.81M | ﹤0.01% |
39,923
+938
| +2% | +$42.5K |
|
2878
Fastly
FSLY
$1.27B
| $1.8M | ﹤0.01% |
255,385
+149,081
| +140% | +$1.05M |
|
2879
First Trust Growth Strength ETF
FTGS
$1.27B
| $1.8M | ﹤0.01% |
52,642
+50,387
| +2,234% | +$1.72M |
|
2880
Invesco International Developed Dynamic Multifactor ETF
IMFL
$576M
| $1.8M | ﹤0.01% |
+64,964
| New | +$1.8M |
|
2881
Global X MSCI Greece ETF
GREK
$307M
| $1.8M | ﹤0.01% |
30,981
+10,501
| +51% | +$609K |
|
2882
iShares Government/Credit Bond ETF
GBF
$137M
| $1.8M | ﹤0.01% |
17,200
+2,351
| +16% | +$246K |
|
2883
FlexShares International Quality Dividend Index Fund
IQDF
$814M
| $1.79M | ﹤0.01% |
66,093
+48,986
| +286% | +$1.33M |
|
2884
Applied Digital
APLD
$5.2B
| $1.79M | ﹤0.01% |
177,751
+43,119
| +32% | +$434K |
|
|
BBT
2885
Beacon Financial Corporation
BBT
$2.11B
| $1.78M | ﹤0.01% |
70,900
+41,335
| +140% | +$1.04M |
|
2886
Soleno Therapeutics
SLNO
$2.71B
| $1.77M | ﹤0.01% |
21,160
+8,687
| +70% | +$728K |
|
2887
Alight
ALIT
$1.79B
| $1.77M | ﹤0.01% |
313,172
+13,394
| +4% | +$75.8K |
|
2888
PAR Technology
PAR
$1.74B
| $1.77M | ﹤0.01% |
25,516
+6,506
| +34% | +$451K |
|
2889
Greif
GEF
$3.49B
| $1.77M | ﹤0.01% |
27,159
+4,295
| +19% | +$279K |
|
2890
Liberty Latin America Class C
LILAK
$1.61B
| $1.76M | ﹤0.01% |
282,415
+652
| +0.2% | +$4.06K |
|
2891
HUB Group
HUBG
$2.25B
| $1.76M | ﹤0.01% |
52,535
+1,865
| +4% | +$62.3K |
|
2892
First Bancorp
FBNC
$2.2B
| $1.75M | ﹤0.01% |
39,772
+1,817
| +5% | +$80.1K |
|
2893
Rapid7
RPD
$1.26B
| $1.75M | ﹤0.01% |
75,690
-28,879
| -28% | -$668K |
|
2894
Simply Good Foods
SMPL
$2.67B
| $1.75M | ﹤0.01% |
55,323
+7,721
| +16% | +$244K |
|
2895
Vista Energy
VIST
$3.82B
| $1.75M | ﹤0.01% |
36,552
+1,671
| +5% | +$79.9K |
|
2896
Phinia Inc
PHIN
$2.28B
| $1.75M | ﹤0.01% |
39,247
-2,496
| -6% | -$111K |
|
2897
Banco Bradesco
BBD
$35B
| $1.74M | ﹤0.01% |
564,633
+111,604
| +25% | +$345K |
|
2898
Kodiak Gas Services
KGS
$2.86B
| $1.74M | ﹤0.01% |
50,758
-10,342
| -17% | -$354K |
|
2899
FTAI Infrastructure
FIP
$550M
| $1.73M | ﹤0.01% |
280,527
+20,776
| +8% | +$128K |
|
|
HUT
2900
Hut 8
HUT
$3.99B
| $1.73M | ﹤0.01% |
93,026
+32,102
| +53% | +$597K |
|