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 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$2.61B |
| 2 |
Apple
AAPL
|
$2.46B |
| 3 |
Vanguard Real Estate ETF
VNQ
|
$1.99B |
| 4 |
Alphabet (Google) Class C
GOOG
|
$1.98B |
| 5 |
Exxon Mobil
XOM
|
$1.86B |
Top Sells
Sector Composition
| 1 | Technology | 9.94% |
| 2 | Industrials | 9.82% |
| 3 | Financials | 9.65% |
| 4 | Healthcare | 8.78% |
| 5 | Consumer Discretionary | 8.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
Commault Systems
CVLT
$7.85B
| $167M | 0.09% |
+2,195,240
| New | +$167M |
|
|
PARA
277
DELISTED
Paramount Global Class B
PARA
| $167M | 0.09% |
+3,408,688
| New | +$167M |
|
278
Travelers Companies
TRV
$61B
| $166M | 0.09% |
+2,071,097
| New | +$166M |
|
279
Sherwin-Williams
SHW
$89.7B
| $165M | 0.09% |
+936,538
| New | +$165M |
|
280
SiriusXM
SIRI
$7.71B
| $164M | 0.08% |
+48,948,186
| New | +$164M |
|
281
Chord Energy
CHRD
$6.32B
| $164M | 0.08% |
+4,216,221
| New | +$164M |
|
282
Range Resources
RRC
$8.17B
| $163M | 0.08% |
+2,113,707
| New | +$163M |
|
|
BHI
283
DELISTED
Baker Hughes
BHI
| $162M | 0.08% |
+3,521,298
| New | +$162M |
|
284
International Paper
IP
$25.9B
| $159M | 0.08% |
+3,592,665
| New | +$159M |
|
|
MBT
285
DELISTED
Mobile TeleSystems Public Joint Stock Company American Depositary Shares (Each representing 2 Shares
MBT
| $159M | 0.08% |
+8,404,001
| New | +$159M |
|
|
SCG
286
DELISTED
Scana
SCG
| $159M | 0.08% |
+3,238,814
| New | +$159M |
|
287
SPDR S&P Dividend ETF
SDY
$20.4B
| $159M | 0.08% |
+2,397,240
| New | +$159M |
|
288
American International
AIG
$44.5B
| $159M | 0.08% |
+3,550,458
| New | +$159M |
|
|
DFS
289
DELISTED
Discover Financial Services
DFS
| $157M | 0.08% |
+3,297,870
| New | +$157M |
|
290
Invesco Senior Loan ETF
BKLN
$6.97B
| $157M | 0.08% |
+6,338,845
| New | +$157M |
|
291
Estee Lauder
EL
$32.1B
| $156M | 0.08% |
+2,378,860
| New | +$156M |
|
292
KT
KT
$9.57B
| $154M | 0.08% |
+9,902,112
| New | +$154M |
|
293
Duke Energy
DUK
$95B
| $153M | 0.08% |
+2,270,103
| New | +$153M |
|
294
Donaldson
DCI
$9.22B
| $153M | 0.08% |
+4,289,193
| New | +$153M |
|
|
SPLK
295
DELISTED
Splunk Inc
SPLK
| $153M | 0.08% |
+3,296,071
| New | +$153M |
|
|
EXXI
296
DELISTED
ENERGY XXI LTD COM SHS
EXXI
| $153M | 0.08% |
+6,877,164
| New | +$153M |
|
297
iShares Russell Mid-Cap Value ETF
IWS
$13.9B
| $152M | 0.08% |
+2,632,451
| New | +$152M |
|
298
Vertex Pharmaceuticals
VRTX
$102B
| $152M | 0.08% |
+1,903,231
| New | +$152M |
|
299
Welltower
WELL
$112B
| $152M | 0.08% |
+2,272,537
| New | +$152M |
|
|
DISCA
300
DELISTED
Discovery, Inc. Series A Common Stock
DISCA
| $152M | 0.08% |
+1,970,599
| New | +$152M |
|