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 |
Vanguard Mid-Cap ETF
VO
|
$812M |
| 2 |
Tesla
TSLA
|
$310M |
| 3 |
PPG Industries
PPG
|
$275M |
| 4 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$262M |
| 5 |
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
|
$208M |
Top Sells
| 1 |
Microsoft
MSFT
|
$3.22B |
| 2 |
Amazon
AMZN
|
$1.88B |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$1.48B |
| 4 |
Apple
AAPL
|
$1.33B |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$1.27B |
Sector Composition
| 1 | Technology | 15.92% |
| 2 | Healthcare | 8.37% |
| 3 | Financials | 7.83% |
| 4 | Consumer Discretionary | 6.99% |
| 5 | Industrials | 6.72% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
326
Vanguard Extended Market ETF
VXF
$23.8B
| $167M | 0.04% |
911,646
-488,663
| -35% | -$89.4M |
|
327
Kinder Morgan
KMI
$59.4B
| $166M | 0.04% |
10,496,349
+297,525
| +3% | +$4.72M |
|
328
Boston Scientific
BSX
$158B
| $166M | 0.04% |
3,915,739
-3,944,533
| -50% | -$168M |
|
329
MSCI
MSCI
$42.9B
| $166M | 0.04% |
270,947
-68,001
| -20% | -$41.7M |
|
330
Canadian Pacific Kansas City
CP
$70.2B
| $166M | 0.04% |
2,304,031
+380,208
| +20% | +$27.4M |
|
331
Brown-Forman Class B
BF.B
$13.8B
| $165M | 0.04% |
2,268,333
+9,958
| +0.4% | +$726K |
|
332
Xylem
XYL
$34.2B
| $165M | 0.04% |
1,376,542
-41,303
| -3% | -$4.95M |
|
333
EOG Resources
EOG
$68.8B
| $164M | 0.04% |
1,850,467
-2,732,204
| -60% | -$243M |
|
334
Equinix
EQIX
$75.5B
| $163M | 0.04% |
192,658
-59,446
| -24% | -$50.3M |
|
335
KLA
KLAC
$112B
| $162M | 0.04% |
377,458
-13,151
| -3% | -$5.66M |
|
336
iShares 3-7 Year Treasury Bond ETF
IEI
$16.7B
| $161M | 0.04% |
1,255,073
-42,886
| -3% | -$5.52M |
|
337
GSK
GSK
$78.5B
| $159M | 0.04% |
3,598,672
+70,177
| +2% | +$3.09M |
|
338
SiteOne Landscape Supply
SITE
$6.33B
| $157M | 0.04% |
647,180
-840,277
| -56% | -$204M |
|
339
Darden Restaurants
DRI
$24.3B
| $156M | 0.04% |
1,037,945
+3,811
| +0.4% | +$574K |
|
340
Akamai
AKAM
$11B
| $156M | 0.04% |
1,333,172
-254,490
| -16% | -$29.8M |
|
341
Consumers Staples Select Sector SPDR Fund
XLP
$15.8B
| $155M | 0.04% |
2,011,120
+170,785
| +9% | +$13.2M |
|
342
Suncor Energy
SU
$50.1B
| $153M | 0.04% |
6,127,265
+806,916
| +15% | +$20.2M |
|
343
Keysight
KEYS
$28.1B
| $152M | 0.04% |
737,096
-66,203
| -8% | -$13.7M |
|
344
T-Mobile US
TMUS
$288B
| $152M | 0.04% |
1,311,593
-500,824
| -28% | -$58.1M |
|
345
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
$1.67B
| $152M | 0.04% |
3,177,744
+88,369
| +3% | +$4.23M |
|
346
Church & Dwight Co
CHD
$22.7B
| $151M | 0.04% |
1,476,746
-3,445,183
| -70% | -$353M |
|
347
iShares MSCI Taiwan ETF
EWT
$6.03B
| $151M | 0.04% |
2,267,781
-26,804
| -1% | -$1.79M |
|
348
SPDR Dow Jones REIT ETF
RWR
$1.8B
| $151M | 0.04% |
1,234,448
+55,924
| +5% | +$6.83M |
|
349
lululemon athletica
LULU
$24B
| $151M | 0.04% |
384,944
-330,721
| -46% | -$129M |
|
350
Vanguard Consumer Discretionary ETF
VCR
$6.36B
| $150M | 0.04% |
441,725
-1,895
| -0.4% | -$646K |
|