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 | |
|---|---|---|---|---|---|---|
3676
Carter Bankshares
CARE
$445M
| $970K | ﹤0.01% |
51,359
+3,754
| +8% | +$70.9K |
|
3677
Peapack-Gladstone Financial
PGC
$512M
| $970K | ﹤0.01% |
34,596
+3,328
| +11% | +$93.3K |
|
3678
Parke Bancorp
PKBK
$263M
| $970K | ﹤0.01% |
48,025
+10,845
| +29% | +$219K |
|
|
VRAY
3679
DELISTED
ViewRay, Inc.
VRAY
| $970K | ﹤0.01% |
334,815
+68,880
| +26% | +$200K |
|
|
SMC
3680
Summit Midstream Corporation
SMC
$291M
| $969K | ﹤0.01% |
13,286
-798
| -6% | -$58.2K |
|
|
EGIF
3681
DELISTED
Eagle Growth and Income Opportunities Fund
EGIF
| $967K | ﹤0.01% |
60,639
-3,161
| -5% | -$50.4K |
|
3682
CryoPort
CYRX
$450M
| $966K | ﹤0.01% |
59,080
-2,975
| -5% | -$48.6K |
|
3683
National CineMedia
NCMI
$445M
| $965K | ﹤0.01% |
11,765
+231
| +2% | +$18.9K |
|
3684
Zillow
Z
$21.5B
| $965K | ﹤0.01% |
32,366
-49,320
| -60% | -$1.47M |
|
3685
Invesco S&P 500 Equal Weight Energy ETF
RSPG
$421M
| $964K | ﹤0.01% |
21,733
-24,748
| -53% | -$1.1M |
|
3686
Cato Corp
CATO
$90.1M
| $963K | ﹤0.01% |
54,700
+7,449
| +16% | +$131K |
|
3687
SK Telecom
SKM
$8.43B
| $963K | ﹤0.01% |
26,337
-154,221
| -85% | -$5.64M |
|
3688
Daily Journal
DJCO
$599M
| $959K | ﹤0.01% |
3,872
-705
| -15% | -$175K |
|
3689
Dime Community Bancshares
DCOM
$1.34B
| $959K | ﹤0.01% |
32,412
+2,889
| +10% | +$85.5K |
|
|
MOBL
3690
DELISTED
MobileIron, Inc.
MOBL
| $958K | ﹤0.01% |
146,391
-1,141,986
| -89% | -$7.47M |
|
3691
Astrana Health
ASTH
$1.34B
| $954K | ﹤0.01% |
54,127
+21,405
| +65% | +$377K |
|
3692
iShares MSCI USA Equal Weighted ETF
EUSA
$1.52B
| $953K | ﹤0.01% |
15,982
+7,850
| +97% | +$468K |
|
3693
Invesco Bloomberg Pricing Power ETF
POWA
$189M
| $951K | ﹤0.01% |
17,541
-1,170
| -6% | -$63.4K |
|
3694
Daktronics
DAKT
$1.1B
| $948K | ﹤0.01% |
128,372
-31,420
| -20% | -$232K |
|
3695
Stellar Bancorp
STEL
$1.56B
| $948K | ﹤0.01% |
34,011
+2,766
| +9% | +$77.1K |
|
|
CDR
3696
DELISTED
Cedar Realty Trust, Inc
CDR
| $944K | ﹤0.01% |
47,696
+10,035
| +27% | +$199K |
|
3697
CNX Resources
CNX
$4.33B
| $942K | ﹤0.01% |
129,830
+3,720
| +3% | +$27K |
|
3698
Invesco S&P 100 Equal Weight ETF
EQWL
$1.71B
| $942K | ﹤0.01% |
16,476
-786
| -5% | -$44.9K |
|
|
CXH
3699
MFS Investment Grade Municipal Trust
CXH
$64.4M
| $940K | ﹤0.01% |
94,622
+68,681
| +265% | +$682K |
|
3700
Champions Oncology
CSBR
$96.1M
| $938K | ﹤0.01% |
165,950
+16,850
| +11% | +$95.2K |
|