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 |
Broadcom
AVGO
|
+$943M |
| 2 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$886M |
| 3 |
iShares Broad USD High Yield Corporate Bond ETF
USHY
|
+$385M |
| 4 |
Amazon
AMZN
|
+$369M |
| 5 |
NVIDIA
NVDA
|
+$342M |
Top Sells
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
+$732M |
| 2 |
iShares Russell 2000 ETF
IWM
|
+$585M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$547M |
| 4 |
Norfolk Southern
NSC
|
+$517M |
| 5 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
+$483M |
Sector Composition
| 1 | Technology | 16.97% |
| 2 | Financials | 8.26% |
| 3 | Healthcare | 7.62% |
| 4 | Industrials | 6.67% |
| 5 | Consumer Discretionary | 6.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
3426
Lindsay Corp
LNN
$1.53B
| $547K | ﹤0.01% |
4,387
-244
| -5% | -$30.4K |
|
3427
Avantis US Small Cap Equity ETF
AVSC
$1.95B
| $547K | ﹤0.01% |
10,123
+10,048
| +13,397% | +$543K |
|
3428
Employers Holdings
EIG
$1.01B
| $545K | ﹤0.01% |
11,354
+267
| +2% | +$12.8K |
|
|
BRKL
3429
DELISTED
Brookline Bancorp
BRKL
| $544K | ﹤0.01% |
53,866
+2,260
| +4% | +$22.8K |
|
|
MAV
3430
DELISTED
Pioneer Municipal High Income Advantage Fund
MAV
| $542K | ﹤0.01% |
61,348
-7,743
| -11% | -$68.4K |
|
3431
Nuveen New York Municipal Value Fund
NNY
$157M
| $542K | ﹤0.01% |
62,937
+499
| +0.8% | +$4.3K |
|
3432
Nordic American Tanker
NAT
$699M
| $541K | ﹤0.01% |
147,502
-268,406
| -65% | -$985K |
|
3433
United Natural Foods
UNFI
$1.87B
| $541K | ﹤0.01% |
32,168
+1,006
| +3% | +$16.9K |
|
3434
FreightCar America
RAIL
$174M
| $539K | ﹤0.01% |
49,932
+49,931
| +4,993,100% | +$539K |
|
3435
Clean Energy Fuels
CLNE
$590M
| $536K | ﹤0.01% |
172,448
-55,898
| -24% | -$174K |
|
3436
Sprout Social
SPT
$863M
| $536K | ﹤0.01% |
18,429
-15,163
| -45% | -$441K |
|
3437
BlackRock MuniHoldings New Yrok Quality Fund
MHN
$310M
| $535K | ﹤0.01% |
47,953
-27,399
| -36% | -$306K |
|
3438
Bilibili
BILI
$11.2B
| $535K | ﹤0.01% |
22,884
-10,811
| -32% | -$253K |
|
3439
TeraWulf
WULF
$4.56B
| $535K | ﹤0.01% |
114,236
+28,761
| +34% | +$135K |
|
3440
Global X MSCI China Consumer Discretionary ETF
CHIQ
$253M
| $534K | ﹤0.01% |
24,866
+14,132
| +132% | +$304K |
|
3441
Immunovant
IMVT
$2.68B
| $534K | ﹤0.01% |
18,714
-773
| -4% | -$22K |
|
3442
Caleres
CAL
$507M
| $533K | ﹤0.01% |
16,125
+112
| +0.7% | +$3.7K |
|
3443
ProShares Pet Care ETF
PAWZ
$56.2M
| $533K | ﹤0.01% |
8,932
-1,479
| -14% | -$88.2K |
|
3444
CVR Energy
CVI
$3.4B
| $532K | ﹤0.01% |
23,090
+10,243
| +80% | +$236K |
|
|
EVRI
3445
DELISTED
Everi Holdings
EVRI
| $531K | ﹤0.01% |
40,382
-7,303
| -15% | -$96K |
|
3446
Vera Therapeutics
VERA
$1.68B
| $531K | ﹤0.01% |
12,003
-475
| -4% | -$21K |
|
3447
Herbalife
HLF
$957M
| $529K | ﹤0.01% |
73,579
-7,141
| -9% | -$51.3K |
|
|
PWSC
3448
DELISTED
PowerSchool Holdings, Inc.
PWSC
| $526K | ﹤0.01% |
23,051
-896
| -4% | -$20.4K |
|
3449
Bar Harbor Bankshares
BHB
$545M
| $525K | ﹤0.01% |
17,011
+6,779
| +66% | +$209K |
|
3450
Spyre Therapeutics
SYRE
$925M
| $524K | ﹤0.01% |
17,810
+635
| +4% | +$18.7K |
|