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 | |
|---|---|---|---|---|---|---|
2926
Urban Outfitters
URBN
$6.29B
| $1.24M | ﹤0.01% |
30,264
+5,182
| +21% | +$213K |
|
|
AVDL
2927
Avadel Pharmaceuticals
AVDL
$1.52B
| $1.24M | ﹤0.01% |
88,072
+70,672
| +406% | +$994K |
|
2928
SPDR Dow Jones Global Real Estate ETF
RWO
$1.14B
| $1.24M | ﹤0.01% |
29,808
-3,122
| -9% | -$130K |
|
2929
SITE Centers
SITC
$454M
| $1.24M | ﹤0.01% |
109,408
+20,642
| +23% | +$234K |
|
2930
Walker & Dunlop
WD
$2.91B
| $1.24M | ﹤0.01% |
12,601
+48
| +0.4% | +$4.71K |
|
2931
iShares Global Timber & Forestry ETF
WOOD
$248M
| $1.24M | ﹤0.01% |
15,785
-12,170
| -44% | -$954K |
|
2932
NIO
NIO
$16.8B
| $1.24M | ﹤0.01% |
297,292
-35,401
| -11% | -$147K |
|
2933
Nuveen Real Estate Income Fund
JRS
$236M
| $1.23M | ﹤0.01% |
161,619
+2,156
| +1% | +$16.5K |
|
2934
Bumble
BMBL
$721M
| $1.23M | ﹤0.01% |
117,423
-10,550
| -8% | -$111K |
|
2935
Wyndham Hotels & Resorts
WH
$6.38B
| $1.23M | ﹤0.01% |
16,661
+1,587
| +11% | +$117K |
|
2936
Green Plains
GPRE
$630M
| $1.23M | ﹤0.01% |
77,548
+3,355
| +5% | +$53.2K |
|
2937
Geron
GERN
$810M
| $1.23M | ﹤0.01% |
289,394
+80,021
| +38% | +$339K |
|
|
AHH
2938
Armada Hoffler Properties
AHH
$600M
| $1.22M | ﹤0.01% |
110,424
+8,386
| +8% | +$93K |
|
|
TSI
2939
TCW Strategic Income Fund
TSI
$239M
| $1.22M | ﹤0.01% |
258,146
+23,031
| +10% | +$109K |
|
2940
Biohaven
BHVN
$1.56B
| $1.22M | ﹤0.01% |
35,182
-427
| -1% | -$14.8K |
|
2941
ICU Medical
ICUI
$3.19B
| $1.22M | ﹤0.01% |
10,277
+8,349
| +433% | +$991K |
|
|
AEF
2942
abrdn Emerging Markets Equity Income Fund
AEF
$266M
| $1.21M | ﹤0.01% |
229,913
+35,639
| +18% | +$188K |
|
2943
PubMatic
PUBM
$395M
| $1.21M | ﹤0.01% |
59,730
+16,348
| +38% | +$332K |
|
2944
Rhythm Pharmaceuticals
RYTM
$6.38B
| $1.21M | ﹤0.01% |
29,535
+2,550
| +9% | +$105K |
|
2945
NCR Voyix
VYX
$1.77B
| $1.21M | ﹤0.01% |
98,112
+43,574
| +80% | +$538K |
|
2946
Liberty Latin America Class A
LILA
$1.58B
| $1.21M | ﹤0.01% |
126,025
+10,132
| +9% | +$97.4K |
|
2947
Arrowhead Research
ARWR
$4.03B
| $1.21M | ﹤0.01% |
46,471
+1,339
| +3% | +$34.8K |
|
|
NBH
2948
Neuberger Berman Municipal Fund
NBH
$310M
| $1.2M | ﹤0.01% |
112,803
+3,764
| +3% | +$40.2K |
|
2949
Sprout Social
SPT
$845M
| $1.2M | ﹤0.01% |
33,592
+6,516
| +24% | +$232K |
|
2950
Rush Enterprises Class A
RUSHA
$4.34B
| $1.2M | ﹤0.01% |
28,568
+5,014
| +21% | +$210K |
|