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 | |
|---|---|---|---|---|---|---|
3226
HUTCHMED
HCM
$3.01B
| $1.91M | ﹤0.01% |
107,080
-11,845
| -10% | -$211K |
|
3227
Eastern Company
EML
$155M
| $1.91M | ﹤0.01% |
76,804
-4,226
| -5% | -$105K |
|
3228
Virtus Investment Partners
VRTS
$1.31B
| $1.9M | ﹤0.01% |
17,222
+2,561
| +17% | +$283K |
|
|
OLBK
3229
DELISTED
Old Line Bancshares, Inc.
OLBK
| $1.9M | ﹤0.01% |
65,500
-30,998
| -32% | -$899K |
|
3230
Hamilton Lane
HLNE
$6.63B
| $1.9M | ﹤0.01% |
33,347
+3,114
| +10% | +$177K |
|
|
OPP
3231
RiverNorth/DoubleLine Strategic Opportunity Fund
OPP
$205M
| $1.9M | ﹤0.01% |
110,322
+9,613
| +10% | +$165K |
|
3232
Invesco Senior Income Trust
VVR
$539M
| $1.9M | ﹤0.01% |
451,930
-9,829
| -2% | -$41.3K |
|
3233
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
$489M
| $1.89M | ﹤0.01% |
88,439
-4,676
| -5% | -$100K |
|
3234
AdvanSix
ASIX
$559M
| $1.89M | ﹤0.01% |
73,563
-113,620
| -61% | -$2.92M |
|
3235
National Healthcare
NHC
$1.8B
| $1.89M | ﹤0.01% |
23,046
-513
| -2% | -$42K |
|
3236
Permian Resources
PR
$9.46B
| $1.88M | ﹤0.01% |
417,333
+67,607
| +19% | +$305K |
|
|
AGD
3237
abrdn Global Dynamic Dividend Fund
AGD
$325M
| $1.88M | ﹤0.01% |
195,089
-5,450
| -3% | -$52.6K |
|
|
FLNT
3238
Fluent
FLNT
$49.3M
| $1.88M | ﹤0.01% |
114,663
-119
| -0.1% | -$1.95K |
|
3239
Green Dot
GDOT
$820M
| $1.87M | ﹤0.01% |
74,257
-29,679
| -29% | -$749K |
|
3240
Aegon
AEG
$12.1B
| $1.87M | ﹤0.01% |
491,604
-74,196
| -13% | -$283K |
|
|
ORIT
3241
DELISTED
Oritani Financial Corp. New
ORIT
| $1.87M | ﹤0.01% |
105,766
-2,092
| -2% | -$37K |
|
|
RESP
3242
DELISTED
WisdomTree U.S. ESG Fund
RESP
| $1.87M | ﹤0.01% |
55,013
-652
| -1% | -$22.1K |
|
3243
Gates Industrial
GTES
$6.53B
| $1.86M | ﹤0.01% |
185,061
+23,247
| +14% | +$234K |
|
3244
Nuveen Mortgage and Income Fund
JLS
$104M
| $1.86M | ﹤0.01% |
80,725
-1,779
| -2% | -$41K |
|
3245
Adient
ADNT
$2B
| $1.86M | ﹤0.01% |
81,036
+14,023
| +21% | +$322K |
|
|
WLH
3246
DELISTED
WILLIAM LYON HOMES
WLH
| $1.86M | ﹤0.01% |
91,372
+1,217
| +1% | +$24.8K |
|
3247
Nuveen Real Estate Income Fund
JRS
$235M
| $1.86M | ﹤0.01% |
169,294
-9,415
| -5% | -$103K |
|
|
DBD
3248
DELISTED
Diebold Nixdorf Incorporated
DBD
| $1.86M | ﹤0.01% |
166,118
+29,568
| +22% | +$331K |
|
3249
Stratasys
SSYS
$842M
| $1.86M | ﹤0.01% |
87,183
-142,423
| -62% | -$3.04M |
|
3250
IAMGOLD
IAG
$6.29B
| $1.86M | ﹤0.01% |
544,200
+15,143
| +3% | +$51.6K |
|