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 | |
|---|---|---|---|---|---|---|
2976
STMicroelectronics
STM
$24.3B
| $2.63M | ﹤0.01% |
136,185
+534
| +0.4% | +$10.3K |
|
|
BRW
2977
Saba Capital Income & Opportunities Fund
BRW
$342M
| $2.63M | ﹤0.01% |
279,339
-1,508
| -0.5% | -$14.2K |
|
2978
Chemours
CC
$2.57B
| $2.62M | ﹤0.01% |
175,708
-45,442
| -21% | -$679K |
|
|
CNXM
2979
DELISTED
CNX Midstream Partners LP
CNXM
| $2.62M | ﹤0.01% |
186,056
-144,040
| -44% | -$2.03M |
|
2980
Orthofix Medical
OFIX
$590M
| $2.62M | ﹤0.01% |
49,431
-6,391
| -11% | -$339K |
|
|
EGOV
2981
DELISTED
NIC Inc
EGOV
| $2.62M | ﹤0.01% |
126,667
+10,020
| +9% | +$207K |
|
2982
Evolent Health
EVH
$990M
| $2.62M | ﹤0.01% |
363,585
+91,518
| +34% | +$658K |
|
|
IFFT
2983
DELISTED
International Flavors & Fragrances Inc. 6.00% Tangible Equity Units
IFFT
| $2.61M | ﹤0.01% |
55,479
+55,475
| +1,386,875% | +$2.61M |
|
2984
Alamos Gold
AGI
$13.2B
| $2.61M | ﹤0.01% |
449,540
-129,606
| -22% | -$752K |
|
2985
Pitney Bowes
PBI
$1.95B
| $2.61M | ﹤0.01% |
570,185
-166,904
| -23% | -$763K |
|
2986
TriCo Bancshares
TCBK
$1.47B
| $2.6M | ﹤0.01% |
71,702
+5,648
| +9% | +$205K |
|
2987
Appian
APPN
$2.33B
| $2.6M | ﹤0.01% |
54,695
+11,359
| +26% | +$540K |
|
2988
Nuveen Municipal High Income Opportunity Fund
NMZ
$1.22B
| $2.59M | ﹤0.01% |
181,671
+6,178
| +4% | +$88.2K |
|
2989
Rush Enterprises Class A
RUSHA
$4.34B
| $2.59M | ﹤0.01% |
150,743
-22,077
| -13% | -$379K |
|
2990
CEVA Inc
CEVA
$593M
| $2.58M | ﹤0.01% |
86,494
+14,461
| +20% | +$432K |
|
2991
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$4.26B
| $2.58M | ﹤0.01% |
126,211
+22,769
| +22% | +$466K |
|
2992
Atlanta Braves Holdings Series A
BATRA
$2.85B
| $2.58M | ﹤0.01% |
92,644
-9,057
| -9% | -$252K |
|
2993
Arbor Realty Trust
ABR
$2.27B
| $2.58M | ﹤0.01% |
196,392
-237,474
| -55% | -$3.11M |
|
|
RDUS
2994
DELISTED
Radius Health, Inc.
RDUS
| $2.58M | ﹤0.01% |
100,043
+42,172
| +73% | +$1.09M |
|
2995
First Trust Emerging Markets Small Cap AlphaDEX Fund
FEMS
$280M
| $2.57M | ﹤0.01% |
75,512
+41,354
| +121% | +$1.41M |
|
2996
iShares S&P GSCI Commodity-Indexed Trust
GSG
$982M
| $2.57M | ﹤0.01% |
170,548
-166,488
| -49% | -$2.51M |
|
|
AE
2997
DELISTED
Adams Resources & Energy Inc.
AE
| $2.57M | ﹤0.01% |
82,780
+24,272
| +41% | +$753K |
|
2998
Sabesp
SBS
$16.4B
| $2.56M | ﹤0.01% |
215,781
-67,239
| -24% | -$799K |
|
2999
Harmony Gold Mining
HMY
$9.26B
| $2.56M | ﹤0.01% |
901,769
-466,482
| -34% | -$1.32M |
|
3000
Invesco S&P SmallCap Consumer Staples ETF
PSCC
$38.4M
| $2.56M | ﹤0.01% |
103,278
-18,219
| -15% | -$452K |
|