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 | |
|---|---|---|---|---|---|---|
3476
HCI Group
HCI
$2.37B
| $1.3M | ﹤0.01% |
30,982
+11,212
| +57% | +$471K |
|
3477
Park-Ohio Holdings
PKOH
$319M
| $1.3M | ﹤0.01% |
43,609
+692
| +2% | +$20.7K |
|
|
FSB
3478
DELISTED
Franklin Financial Network, Inc.
FSB
| $1.3M | ﹤0.01% |
43,070
+6,424
| +18% | +$194K |
|
3479
CorVel
CRVL
$4.25B
| $1.3M | ﹤0.01% |
51,402
+4,044
| +9% | +$102K |
|
3480
iShares MSCI Brazil Small-Cap ETF
EWZS
$191M
| $1.3M | ﹤0.01% |
75,346
-65,568
| -47% | -$1.13M |
|
3481
Editas Medicine
EDIT
$263M
| $1.3M | ﹤0.01% |
57,021
-4,220
| -7% | -$95.9K |
|
3482
Pacific Biosciences
PACB
$387M
| $1.29M | ﹤0.01% |
250,611
-48
| -0% | -$248 |
|
3483
MarineMax
HZO
$564M
| $1.29M | ﹤0.01% |
83,422
+3,745
| +5% | +$58K |
|
|
MODV
3484
DELISTED
ModivCare
MODV
| $1.29M | ﹤0.01% |
21,694
+1,451
| +7% | +$86.3K |
|
|
QADA
3485
DELISTED
QAD Inc.
QADA
| $1.29M | ﹤0.01% |
27,931
+2,312
| +9% | +$107K |
|
|
EEB
3486
DELISTED
Invesco BRIC ETF
EEB
| $1.28M | ﹤0.01% |
36,550
-2,725
| -7% | -$95.5K |
|
|
RIV
3487
RiverNorth Opportunities Fund
RIV
$261M
| $1.28M | ﹤0.01% |
75,223
-19,469
| -21% | -$331K |
|
3488
PTC Therapeutics
PTCT
$4.76B
| $1.28M | ﹤0.01% |
37,711
+3,770
| +11% | +$127K |
|
3489
C&F Financial
CFFI
$221M
| $1.27M | ﹤0.01% |
24,195
+201
| +0.8% | +$10.6K |
|
3490
Arvinas
ARVN
$569M
| $1.27M | ﹤0.01% |
59,087
+19,301
| +49% | +$416K |
|
3491
Itaú Unibanco
ITUB
$78B
| $1.27M | ﹤0.01% |
201,247
+15,862
| +9% | +$99.9K |
|
|
GNMK
3492
DELISTED
GenMark Diagnostics, Inc
GNMK
| $1.27M | ﹤0.01% |
209,209
+3,983
| +2% | +$24.1K |
|
3493
Shutterstock
SSTK
$780M
| $1.26M | ﹤0.01% |
34,999
+4,615
| +15% | +$167K |
|
|
JHD
3494
DELISTED
Nuveen High Income December 2019 Target Term Fund
JHD
| $1.26M | ﹤0.01% |
128,011
-47,677
| -27% | -$470K |
|
3495
Scorpio Tankers
STNG
$3.01B
| $1.26M | ﹤0.01% |
42,383
+5,135
| +14% | +$153K |
|
|
WLL
3496
DELISTED
Whiting Petroleum Corporation
WLL
| $1.26M | ﹤0.01% |
2,090
-546
| -21% | -$329K |
|
3497
The RealReal
REAL
$1.24B
| $1.26M | ﹤0.01% |
56,250
-69,638
| -55% | -$1.56M |
|
3498
SPDR Portfolio Short Term Treasury ETF
SPTS
$5.77B
| $1.26M | ﹤0.01% |
41,881
+7,619
| +22% | +$229K |
|
|
CMO
3499
DELISTED
Capstead Mortgage Corp.
CMO
| $1.25M | ﹤0.01% |
170,044
-43,907
| -21% | -$323K |
|
|
DCOM
3500
DELISTED
Dime Community Bancshares
DCOM
| $1.25M | ﹤0.01% |
58,378
+3,121
| +6% | +$66.8K |
|