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 | |
|---|---|---|---|---|---|---|
3201
Invesco S&P 500 High Beta ETF
SPHB
$454M
| $1.98M | ﹤0.01% |
47,763
-646
| -1% | -$26.7K |
|
3202
AdvisorShares Ranger Equity Bear ETF
HDGE
$50.9M
| $1.97M | ﹤0.01% |
30,008
-38,811
| -56% | -$2.55M |
|
3203
iShares Global Industrials ETF
EXI
$1.03B
| $1.97M | ﹤0.01% |
21,583
-114
| -0.5% | -$10.4K |
|
|
NHS
3204
Neuberger Berman High Yield Strategies Fund
NHS
$235M
| $1.97M | ﹤0.01% |
163,237
-20,938
| -11% | -$253K |
|
3205
Invesco Dorsey Wright Consumer Staples Momentum ETF
PSL
$96.5M
| $1.97M | ﹤0.01% |
27,258
-784
| -3% | -$56.5K |
|
3206
M/I Homes
MHO
$3.97B
| $1.96M | ﹤0.01% |
52,124
+1,447
| +3% | +$54.5K |
|
|
DS
3207
DELISTED
Drive Shack Inc.
DS
| $1.96M | ﹤0.01% |
455,586
+16,843
| +4% | +$72.6K |
|
|
PML
3208
PIMCO Municipal Income Fund II
PML
$518M
| $1.96M | ﹤0.01% |
124,489
-16,389
| -12% | -$258K |
|
|
CAMP
3209
DELISTED
CalAmp Corp.
CAMP
| $1.96M | ﹤0.01% |
7,385
+424
| +6% | +$112K |
|
3210
Lindsay Corp
LNN
$1.53B
| $1.95M | ﹤0.01% |
21,039
+2,692
| +15% | +$250K |
|
3211
AtriCure
ATRC
$1.79B
| $1.95M | ﹤0.01% |
78,175
+4,860
| +7% | +$121K |
|
3212
BlackRock MuniYield Quality Fund III
MYI
$732M
| $1.95M | ﹤0.01% |
143,695
+13,010
| +10% | +$176K |
|
3213
BlackRock New York Municipal Income Trust
BNY
$245M
| $1.94M | ﹤0.01% |
137,303
-3,961
| -3% | -$56.1K |
|
|
WPG
3214
DELISTED
Washington Prime Group Inc.
WPG
| $1.94M | ﹤0.01% |
52,144
+612
| +1% | +$22.8K |
|
3215
Byline Bancorp
BY
$1.3B
| $1.94M | ﹤0.01% |
108,673
+49,669
| +84% | +$888K |
|
3216
Invesco Advantage Municipal Income Trust II
VKI
$388M
| $1.94M | ﹤0.01% |
172,788
+377
| +0.2% | +$4.24K |
|
|
AEPPL
3217
DELISTED
American Electric Power Company, Inc. Corporate Unit
AEPPL
| $1.94M | ﹤0.01% |
35,268
-24,049
| -41% | -$1.32M |
|
3218
Invesco California AMT-Free Municipal Bond ETF
PWZ
$1.1B
| $1.94M | ﹤0.01% |
70,817
-6,557
| -8% | -$179K |
|
3219
Televisa
TV
$1.51B
| $1.94M | ﹤0.01% |
198,098
-183,244
| -48% | -$1.79M |
|
|
EGRX
3220
DELISTED
Eagle Pharmaceuticals, Inc.
EGRX
| $1.93M | ﹤0.01% |
34,056
+5,646
| +20% | +$319K |
|
|
PHX
3221
DELISTED
PHX Minerals
PHX
| $1.92M | ﹤0.01% |
137,390
-7,943
| -5% | -$111K |
|
3222
Pacer Global Cash Cows Dividend ETF
GCOW
$2.47B
| $1.92M | ﹤0.01% |
64,507
-42,692
| -40% | -$1.27M |
|
3223
Zumiez
ZUMZ
$342M
| $1.92M | ﹤0.01% |
60,485
-31,978
| -35% | -$1.01M |
|
3224
Intrepid Potash
IPI
$382M
| $1.91M | ﹤0.01% |
58,519
+42,877
| +274% | +$1.4M |
|
3225
Extreme Networks
EXTR
$2.98B
| $1.91M | ﹤0.01% |
262,672
+70,613
| +37% | +$514K |
|