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 | |
|---|---|---|---|---|---|---|
3126
First Commonwealth Financial
FCF
$1.8B
| $874K | ﹤0.01% |
63,293
+9,858
| +18% | +$136K |
|
3127
Joby Aviation
JOBY
$12.1B
| $867K | ﹤0.01% |
170,079
+24,819
| +17% | +$127K |
|
3128
Standex International
SXI
$2.54B
| $864K | ﹤0.01% |
5,362
+588
| +12% | +$94.8K |
|
3129
Pliant Therapeutics
PLRX
$93.9M
| $862K | ﹤0.01% |
80,226
+8,876
| +12% | +$95.4K |
|
3130
Ameresco
AMRC
$1.53B
| $862K | ﹤0.01% |
29,922
+11,178
| +60% | +$322K |
|
3131
QCR Holdings
QCRH
$1.31B
| $862K | ﹤0.01% |
14,365
+3,009
| +26% | +$181K |
|
|
SRCL
3132
DELISTED
Stericycle Inc
SRCL
| $861K | ﹤0.01% |
14,816
-73,496
| -83% | -$4.27M |
|
3133
C&F Financial
CFFI
$225M
| $861K | ﹤0.01% |
17,863
-1,129
| -6% | -$54.4K |
|
3134
Gray Television
GTN
$565M
| $861K | ﹤0.01% |
165,537
+4,454
| +3% | +$23.2K |
|
3135
WisdomTree Europe SmallCap Dividend Fund
DFE
$183M
| $858K | ﹤0.01% |
14,405
+283
| +2% | +$16.9K |
|
3136
Mercury Insurance
MCY
$4.3B
| $858K | ﹤0.01% |
16,137
+1,869
| +13% | +$99.3K |
|
3137
DHT Holdings
DHT
$2.04B
| $856K | ﹤0.01% |
74,000
+15,245
| +26% | +$176K |
|
3138
Editas Medicine
EDIT
$245M
| $854K | ﹤0.01% |
182,877
+54,025
| +42% | +$252K |
|
3139
iShares ESG Advanced Total USD Bond Market ETF
EUSB
$758M
| $854K | ﹤0.01% |
20,061
+14,887
| +288% | +$633K |
|
|
MFA
3140
MFA Financial
MFA
$1.03B
| $852K | ﹤0.01% |
80,107
+14,578
| +22% | +$155K |
|
3141
Newmark Group
NMRK
$3.39B
| $851K | ﹤0.01% |
83,220
+26,916
| +48% | +$275K |
|
3142
Navient
NAVI
$1.3B
| $851K | ﹤0.01% |
58,463
+2,730
| +5% | +$39.7K |
|
3143
Sonic Automotive
SAH
$2.71B
| $850K | ﹤0.01% |
15,605
+8,052
| +107% | +$439K |
|
3144
iShares iBonds 2027 Term High Yield and Income ETF
IBHG
$346M
| $849K | ﹤0.01% |
38,550
+11,826
| +44% | +$261K |
|
3145
iShares MSCI Europe Financials ETF
EUFN
$4.45B
| $848K | ﹤0.01% |
37,910
+1,987
| +6% | +$44.4K |
|
3146
Treehouse Foods
THS
$877M
| $847K | ﹤0.01% |
23,125
+2,885
| +14% | +$106K |
|
|
EFC
3147
Ellington Financial
EFC
$1.32B
| $846K | ﹤0.01% |
70,042
+13,745
| +24% | +$166K |
|
3148
Koppers
KOP
$564M
| $846K | ﹤0.01% |
22,874
+1,903
| +9% | +$70.4K |
|
3149
Kyverna Therapeutics
KYTX
$167M
| $845K | ﹤0.01% |
112,709
+100,803
| +847% | +$756K |
|
|
IAE
3150
Voya Asia Pacific High Dividend Equity Income Fund
IAE
$78.6M
| $844K | ﹤0.01% |
133,181
-4,033
| -3% | -$25.6K |
|