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
|
+$1.36B |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$1.11B |
| 3 |
GE Aerospace
GE
|
+$466M |
| 4 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$338M |
| 5 |
iShares Russell 1000 Value ETF
IWD
|
+$312M |
Top Sells
| 1 |
UnitedHealth
UNH
|
+$575M |
| 2 |
Apple
AAPL
|
+$302M |
| 3 |
Xcel Energy
XEL
|
+$294M |
| 4 |
Lockheed Martin
LMT
|
+$268M |
| 5 |
Microsoft
MSFT
|
+$231M |
Sector Composition
| 1 | Technology | 17.41% |
| 2 | Financials | 8.71% |
| 3 | Healthcare | 6.41% |
| 4 | Industrials | 6.27% |
| 5 | Consumer Discretionary | 6.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
3251
Forestar Group
FOR
$1.37B
| $830K | ﹤0.01% |
32,026
+5,152
| +19% | +$134K |
|
3252
Sprout Social
SPT
$861M
| $830K | ﹤0.01% |
27,028
+8,599
| +47% | +$264K |
|
|
ZTR
3253
Virtus Total Return Fund
ZTR
$345M
| $829K | ﹤0.01% |
141,536
-3,728
| -3% | -$21.8K |
|
3254
Xencor
XNCR
$709M
| $829K | ﹤0.01% |
36,086
+12,144
| +51% | +$279K |
|
|
PDM
3255
Piedmont Realty Trust, Inc.
PDM
$1.11B
| $826K | ﹤0.01% |
90,251
+17,855
| +25% | +$163K |
|
3256
Ardelyx
ARDX
$1.54B
| $825K | ﹤0.01% |
162,656
-160,986
| -50% | -$816K |
|
3257
Howard Hughes
HHH
$4.96B
| $824K | ﹤0.01% |
10,707
+173
| +2% | +$13.3K |
|
3258
Adeia
ADEA
$1.8B
| $823K | ﹤0.01% |
58,905
+16,762
| +40% | +$234K |
|
3259
AMC Entertainment Holdings
AMC
$1.45B
| $822K | ﹤0.01% |
206,528
+49,545
| +32% | +$197K |
|
3260
Celldex Therapeutics
CLDX
$1.72B
| $821K | ﹤0.01% |
32,498
+10,087
| +45% | +$255K |
|
3261
SPDR S&P Kensho New Economies Composite ETF
KOMP
$2.59B
| $821K | ﹤0.01% |
16,145
+1,848
| +13% | +$93.9K |
|
3262
Stellar Bancorp
STEL
$1.62B
| $818K | ﹤0.01% |
28,841
+6,248
| +28% | +$177K |
|
3263
Macy's
M
$4.72B
| $816K | ﹤0.01% |
48,210
-82,936
| -63% | -$1.4M |
|
|
DEA
3264
Easterly Government Properties
DEA
$1.07B
| $815K | ﹤0.01% |
28,714
+7,260
| +34% | +$206K |
|
3265
eXp World Holdings
EXPI
$1.81B
| $815K | ﹤0.01% |
70,820
+8,749
| +14% | +$101K |
|
|
SARO
3266
StandardAero, Inc.
SARO
$9.36B
| $815K | ﹤0.01% |
+32,915
| New | +$815K |
|
3267
iShares Self-Driving EV and Tech ETF
IDRV
$170M
| $813K | ﹤0.01% |
27,803
+15,147
| +120% | +$443K |
|
3268
Aramark
ARMK
$9.88B
| $812K | ﹤0.01% |
21,766
-111,836
| -84% | -$4.17M |
|
3269
Dime Community Bancshares
DCOM
$1.39B
| $811K | ﹤0.01% |
26,402
+5,533
| +27% | +$170K |
|
3270
CG Oncology
CGON
$2.95B
| $810K | ﹤0.01% |
28,234
+8,803
| +45% | +$252K |
|
3271
American Woodmark
AMWD
$994M
| $809K | ﹤0.01% |
10,166
-11,016
| -52% | -$876K |
|
|
ALEX
3272
Alexander & Baldwin
ALEX
$1.35B
| $808K | ﹤0.01% |
45,550
+9,709
| +27% | +$172K |
|
3273
Light & Wonder
LNW
$7.35B
| $807K | ﹤0.01% |
9,340
-16,440
| -64% | -$1.42M |
|
3274
Independent Bank Corp
IBCP
$663M
| $807K | ﹤0.01% |
23,162
+3,993
| +21% | +$139K |
|
3275
Interface
TILE
$1.75B
| $806K | ﹤0.01% |
33,114
+7,618
| +30% | +$186K |
|