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 | |
|---|---|---|---|---|---|---|
3576
WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund
SHAG
$43.3M
| $1.13M | ﹤0.01% |
22,334
+16,275
| +269% | +$820K |
|
3577
Star Group
SGU
$386M
| $1.12M | ﹤0.01% |
118,537
-3,598
| -3% | -$34.1K |
|
3578
Clearway Energy Class A
CWEN.A
$3.15B
| $1.12M | ﹤0.01% |
64,575
-18,266
| -22% | -$317K |
|
|
FLIC
3579
DELISTED
First of Long Island Corp
FLIC
| $1.12M | ﹤0.01% |
49,127
+638
| +1% | +$14.5K |
|
|
PFNX
3580
DELISTED
Pfenex Inc.
PFNX
| $1.12M | ﹤0.01% |
132,394
+12,788
| +11% | +$108K |
|
3581
Standard BioTools
LAB
$527M
| $1.12M | ﹤0.01% |
240,881
-96,709
| -29% | -$448K |
|
3582
Fidelity MSCI Utilities Index ETF
FUTY
$1.96B
| $1.11M | ﹤0.01% |
26,193
+12,105
| +86% | +$514K |
|
3583
Rambus
RMBS
$10.5B
| $1.11M | ﹤0.01% |
84,812
+6,198
| +8% | +$81.3K |
|
|
ECHO
3584
DELISTED
Echo Global Logistics, Inc.
ECHO
| $1.11M | ﹤0.01% |
49,156
-902
| -2% | -$20.4K |
|
3585
Winmark
WINA
$1.78B
| $1.11M | ﹤0.01% |
6,283
+350
| +6% | +$61.7K |
|
|
ABTX
3586
DELISTED
Allegiance Bancshares, Inc.
ABTX
| $1.11M | ﹤0.01% |
34,510
+6,321
| +22% | +$203K |
|
|
JAX
3587
DELISTED
J. Alexander's Holdings, Inc.
JAX
| $1.11M | ﹤0.01% |
94,380
+45,553
| +93% | +$534K |
|
3588
Capital City Bank Group
CCBG
$735M
| $1.11M | ﹤0.01% |
40,278
-4,224
| -9% | -$116K |
|
3589
BrightView Holdings
BV
$1.29B
| $1.1M | ﹤0.01% |
64,411
-10,970
| -15% | -$188K |
|
3590
Inseego
INSG
$191M
| $1.1M | ﹤0.01% |
22,982
+18,079
| +369% | +$868K |
|
3591
The Joint Corp
JYNT
$153M
| $1.1M | ﹤0.01% |
59,261
+46,768
| +374% | +$870K |
|
3592
Team
TISI
$78.6M
| $1.1M | ﹤0.01% |
6,094
+390
| +7% | +$70.4K |
|
3593
CRA International
CRAI
$1.35B
| $1.1M | ﹤0.01% |
26,167
+7,303
| +39% | +$307K |
|
3594
Resources Connection
RGP
$173M
| $1.1M | ﹤0.01% |
64,692
+13,770
| +27% | +$234K |
|
|
GRES
3595
DELISTED
IQ ARB Global Resources
GRES
| $1.1M | ﹤0.01% |
41,455
-28
| -0.1% | -$742 |
|
3596
Apellis Pharmaceuticals
APLS
$2.92B
| $1.1M | ﹤0.01% |
45,478
+1,480
| +3% | +$35.6K |
|
3597
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT
$2.77B
| $1.09M | ﹤0.01% |
44,437
+10,288
| +30% | +$253K |
|
|
MTR
3598
Mesa Royalty Trust
MTR
$10.6M
| $1.09M | ﹤0.01% |
126,269
+4,279
| +4% | +$37K |
|
3599
Axsome Therapeutics
AXSM
$5.82B
| $1.09M | ﹤0.01% |
53,907
+6,357
| +13% | +$129K |
|
3600
Farmers National Banc Corp
FMNB
$547M
| $1.09M | ﹤0.01% |
75,254
+1,127
| +2% | +$16.3K |
|