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 | |
|---|---|---|---|---|---|---|
|
PSTL
3651
Postal Realty Trust
PSTL
$402M
| $374K | ﹤0.01% |
25,517
+3,402
| +15% | +$49.8K |
|
3652
QuantumScape
QS
$6.87B
| $372K | ﹤0.01% |
64,640
+2,225
| +4% | +$12.8K |
|
|
NRO
3653
Neuberger Berman Real Estate Securities Income Fund
NRO
$207M
| $370K | ﹤0.01% |
94,360
-22,628
| -19% | -$88.7K |
|
3654
Hamilton Beach Brands
HBB
$206M
| $369K | ﹤0.01% |
12,139
+8,391
| +224% | +$255K |
|
|
HAYN
3655
DELISTED
Haynes International, Inc.
HAYN
| $369K | ﹤0.01% |
6,202
+249
| +4% | +$14.8K |
|
3656
Driven Brands
DRVN
$2.77B
| $368K | ﹤0.01% |
25,813
-1,152
| -4% | -$16.4K |
|
3657
Sable Offshore Corp
SOC
$2.39B
| $367K | ﹤0.01% |
15,543
-613
| -4% | -$14.5K |
|
3658
Invesco S&P SmallCap Financials ETF
PSCF
$19.7M
| $365K | ﹤0.01% |
6,599
-2,146
| -25% | -$119K |
|
3659
XP
XP
$10.6B
| $365K | ﹤0.01% |
20,356
-8,775
| -30% | -$157K |
|
3660
CRA International
CRAI
$1.36B
| $365K | ﹤0.01% |
2,081
-75
| -3% | -$13.1K |
|
3661
Axogen
AXGN
$794M
| $365K | ﹤0.01% |
26,007
-21,800
| -46% | -$306K |
|
3662
Alignment Healthcare
ALHC
$3.26B
| $364K | ﹤0.01% |
30,828
-1,218
| -4% | -$14.4K |
|
3663
Greene County Bancorp
GCBC
$421M
| $364K | ﹤0.01% |
11,769
-85
| -0.7% | -$2.63K |
|
3664
V2X
VVX
$1.87B
| $363K | ﹤0.01% |
6,501
+239
| +4% | +$13.4K |
|
3665
Invesco MSCI Sustainable Future ETF
ERTH
$146M
| $362K | ﹤0.01% |
8,029
+159
| +2% | +$7.17K |
|
3666
Central Pacific Financial
CPF
$846M
| $362K | ﹤0.01% |
12,276
+527
| +4% | +$15.6K |
|
3667
Sprinklr
CXM
$1.93B
| $362K | ﹤0.01% |
46,855
-11,699
| -20% | -$90.4K |
|
3668
Protolabs
PRLB
$1.21B
| $362K | ﹤0.01% |
12,330
+569
| +5% | +$16.7K |
|
|
HNW
3669
Pioneer Diversified High Income Fund
HNW
$107M
| $362K | ﹤0.01% |
29,399
+5,415
| +23% | +$66.6K |
|
3670
Vaalco Energy
EGY
$448M
| $361K | ﹤0.01% |
62,912
-691
| -1% | -$3.97K |
|
3671
Heidrick & Struggles
HSII
$1.06B
| $359K | ﹤0.01% |
9,251
+341
| +4% | +$13.3K |
|
3672
Vimeo
VMEO
$1.28B
| $359K | ﹤0.01% |
71,168
+2,496
| +4% | +$12.6K |
|
3673
Varex Imaging
VREX
$512M
| $358K | ﹤0.01% |
30,013
-240,079
| -89% | -$2.86M |
|
3674
Civeo
CVEO
$288M
| $358K | ﹤0.01% |
13,052
+11,551
| +770% | +$316K |
|
3675
Harmony Gold Mining
HMY
$9.31B
| $357K | ﹤0.01% |
35,082
-119,562
| -77% | -$1.22M |
|