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
| 1 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$442M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$301M |
| 3 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$297M |
| 4 |
Xtrackers USD High Yield Corporate Bond ETF
HYLB
|
+$260M |
| 5 |
Apple
AAPL
|
+$220M |
Sector Composition
| 1 | Technology | 13.45% |
| 2 | Healthcare | 9.18% |
| 3 | Financials | 7.69% |
| 4 | Industrials | 6.66% |
| 5 | Consumer Discretionary | 5.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
3551
Gildan
GIL
$8.37B
| $298K | ﹤0.01% |
10,540
-240
| -2% | -$6.79K |
|
3552
Invesco Bloomberg Analyst Rating Improvers ETF
UPGD
$111M
| $298K | ﹤0.01% |
5,877
-573
| -9% | -$29.1K |
|
|
BBT
3553
Beacon Financial Corp
BBT
$2.13B
| $297K | ﹤0.01% |
10,877
-1,898
| -15% | -$51.8K |
|
3554
International Bancshares
IBOC
$4.34B
| $297K | ﹤0.01% |
6,991
-13,946
| -67% | -$592K |
|
3555
Nelnet
NNI
$4.6B
| $297K | ﹤0.01% |
3,741
+1,891
| +102% | +$150K |
|
3556
Bausch Health
BHC
$2.49B
| $296K | ﹤0.01% |
42,844
-445,318
| -91% | -$3.08M |
|
|
BRW
3557
Saba Capital Income & Opportunities Fund
BRW
$343M
| $296K | ﹤0.01% |
37,402
-21,964
| -37% | -$174K |
|
3558
Kinetik
KNTK
$2.64B
| $296K | ﹤0.01% |
9,059
-368
| -4% | -$12K |
|
3559
MBIA
MBI
$394M
| $296K | ﹤0.01% |
32,124
-2,881
| -8% | -$26.5K |
|
3560
XP
XP
$10.4B
| $295K | ﹤0.01% |
15,485
-16,853
| -52% | -$321K |
|
|
NBIS
3561
Nebius Group N.V.
NBIS
$24.8B
| $295K | ﹤0.01% |
15,557
+2,031
| +15% | +$38.5K |
|
|
NEX
3562
DELISTED
NexTier Oilfield Solutions Inc.
NEX
| $295K | ﹤0.01% |
39,860
-7,877
| -17% | -$58.3K |
|
|
NBO
3563
DELISTED
Neuberger Berman New York Municipal Fund Inc.
NBO
| $295K | ﹤0.01% |
31,892
+1,417
| +5% | +$13.1K |
|
3564
Invesco CurrencyShares Canadian Dollar Trust
FXC
$92.2M
| $294K | ﹤0.01% |
4,147
-586
| -12% | -$41.5K |
|
3565
Coeur Mining
CDE
$11.2B
| $293K | ﹤0.01% |
85,251
-11,549
| -12% | -$39.7K |
|
3566
OneSpan
OSPN
$602M
| $293K | ﹤0.01% |
34,121
+495
| +1% | +$4.25K |
|
3567
Ziff Davis
ZD
$1.57B
| $292K | ﹤0.01% |
4,268
-285
| -6% | -$19.5K |
|
3568
HNI Corp
HNI
$2.09B
| $291K | ﹤0.01% |
10,961
+3,634
| +50% | +$96.5K |
|
3569
Radian Group
RDN
$5.04B
| $291K | ﹤0.01% |
15,131
-5,427
| -26% | -$104K |
|
3570
Quanex
NX
$630M
| $290K | ﹤0.01% |
16,004
-578
| -3% | -$10.5K |
|
|
OLK
3571
DELISTED
Olink Holding AB (publ) American Depositary Shares
OLK
| $290K | ﹤0.01% |
23,883
+23,773
| +21,612% | +$289K |
|
|
NUVA
3572
DELISTED
NuVasive, Inc.
NUVA
| $290K | ﹤0.01% |
6,605
-15,327
| -70% | -$673K |
|
3573
Pathward Financial
CASH
$1.74B
| $289K | ﹤0.01% |
8,777
-1,208
| -12% | -$39.8K |
|
3574
Preferred Bank
PFBC
$1.16B
| $289K | ﹤0.01% |
4,448
-926
| -17% | -$60.2K |
|
|
TGI
3575
DELISTED
Triumph Group
TGI
| $289K | ﹤0.01% |
33,681
-8,922
| -21% | -$76.6K |
|