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
Top Sells
Sector Composition
| 1 | Technology | 12.31% |
| 2 | Financials | 9.04% |
| 3 | Healthcare | 8.6% |
| 4 | Industrials | 8.32% |
| 5 | Consumer Discretionary | 7.49% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2926
Global X SuperDividend US ETF
DIV
$648M
| $2.81M | ﹤0.01% |
119,301
-27,917
| -19% | -$658K |
|
2927
Goldman Sachs BDC
GSBD
$1.28B
| $2.81M | ﹤0.01% |
139,986
-8,874
| -6% | -$178K |
|
2928
Tilly's
TLYS
$60.6M
| $2.81M | ﹤0.01% |
297,920
+1,253
| +0.4% | +$11.8K |
|
2929
Zynex
ZYXI
$45.4M
| $2.81M | ﹤0.01% |
324,778
+305,669
| +1,600% | +$2.64M |
|
|
GCI
2930
DELISTED
Gannett Co., Inc
GCI
| $2.79M | ﹤0.01% |
259,899
-1,615,055
| -86% | -$17.3M |
|
|
RC
2931
Ready Capital
RC
$698M
| $2.79M | ﹤0.01% |
175,205
+2,767
| +2% | +$44K |
|
2932
iShares Morningstar Small-Cap ETF
ISCB
$250M
| $2.79M | ﹤0.01% |
63,668
+320
| +0.5% | +$14K |
|
|
ARD
2933
DELISTED
Ardagh Group S.A. Class A Common Shares
ARD
| $2.78M | ﹤0.01% |
177,440
-33,270
| -16% | -$522K |
|
2934
OraSure Technologies
OSUR
$241M
| $2.78M | ﹤0.01% |
371,976
+332,818
| +850% | +$2.49M |
|
2935
e.l.f. Beauty
ELF
$8.29B
| $2.78M | ﹤0.01% |
158,588
+115,326
| +267% | +$2.02M |
|
2936
Weis Markets
WMK
$1.78B
| $2.78M | ﹤0.01% |
72,781
+86
| +0.1% | +$3.28K |
|
2937
SPDR S&P Health Care Equipment ETF
XHE
$151M
| $2.77M | ﹤0.01% |
35,513
+26,559
| +297% | +$2.07M |
|
|
CHY
2938
Calamos Convertible and High Income Fund
CHY
$887M
| $2.77M | ﹤0.01% |
251,538
+4,381
| +2% | +$48.2K |
|
2939
Upbound Group
UPBD
$1.55B
| $2.75M | ﹤0.01% |
106,804
+2,430
| +2% | +$62.7K |
|
2940
ProShares Hedge Replication ETF
HDG
$24.3M
| $2.74M | ﹤0.01% |
60,522
-44,867
| -43% | -$2.03M |
|
2941
Melco Resorts & Entertainment
MLCO
$3.7B
| $2.74M | ﹤0.01% |
141,224
+16,492
| +13% | +$320K |
|
2942
OneSpaWorld
OSW
$2.25B
| $2.74M | ﹤0.01% |
176,393
+12,026
| +7% | +$187K |
|
2943
First Bancorp
FBNC
$2.2B
| $2.74M | ﹤0.01% |
76,282
-5,960
| -7% | -$214K |
|
2944
Addus HomeCare
ADUS
$1.99B
| $2.73M | ﹤0.01% |
34,497
+16,808
| +95% | +$1.33M |
|
2945
YPF
YPF
$10.7B
| $2.73M | ﹤0.01% |
295,377
-260,302
| -47% | -$2.41M |
|
2946
Signet Jewelers
SIG
$3.87B
| $2.72M | ﹤0.01% |
162,199
-3,984
| -2% | -$66.8K |
|
|
FOCS
2947
DELISTED
Focus Financial Partners Inc. Class A
FOCS
| $2.71M | ﹤0.01% |
113,972
+24,118
| +27% | +$574K |
|
|
JPT
2948
DELISTED
Nuveen Preferred and Income Fund
JPT
| $2.71M | ﹤0.01% |
111,531
-31,904
| -22% | -$776K |
|
2949
CrossAmerica Partners
CAPL
$803M
| $2.71M | ﹤0.01% |
158,813
-123,249
| -44% | -$2.1M |
|
2950
WisdomTree International AI Enhanced Value Fund
AIVI
$57.7M
| $2.71M | ﹤0.01% |
67,022
+2,688
| +4% | +$109K |
|