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 |
Invesco QQQ Trust
QQQ
|
+$377M |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
+$257M |
| 3 |
ARK Innovation ETF
ARKK
|
+$252M |
| 4 |
Alerian MLP ETF
AMLP
|
+$194M |
| 5 |
VF Corp
VFC
|
+$189M |
Sector Composition
| 1 | Technology | 12.66% |
| 2 | Healthcare | 9.39% |
| 3 | Financials | 7.92% |
| 4 | Industrials | 7.06% |
| 5 | Consumer Discretionary | 5.36% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
3676
TPG
TPG
$9.35B
| $205K | ﹤0.01% |
7,373
-1,266
| -15% | -$35.2K |
|
3677
XP
XP
$10.5B
| $205K | ﹤0.01% |
13,359
-2,126
| -14% | -$32.6K |
|
|
RBT
3678
DELISTED
Rubicon Technologies, Inc.
RBT
| $205K | ﹤0.01% |
14,390
-6,485
| -31% | -$92.3K |
|
3679
Five Point Holdings
FPH
$457M
| $204K | ﹤0.01% |
87,707
-12,707
| -13% | -$29.6K |
|
|
KSM
3680
DELISTED
DWS Strategic Municipal Income Trust
KSM
| $204K | ﹤0.01% |
24,990
-3,685
| -13% | -$30.1K |
|
3681
Enova International
ENVA
$3.16B
| $204K | ﹤0.01% |
5,311
-6,441
| -55% | -$247K |
|
|
AMNB
3682
DELISTED
American National Bankshares Inc
AMNB
| $204K | ﹤0.01% |
5,515
+938
| +20% | +$34.6K |
|
3683
Universal Technical Institute
UTI
$1.56B
| $203K | ﹤0.01% |
30,200
-608
| -2% | -$4.09K |
|
3684
iShares US & Intl High Yield Corp Bond ETF
GHYG
$182M
| $203K | ﹤0.01% |
4,898
+4,237
| +641% | +$175K |
|
3685
Alamo Group
ALG
$2.45B
| $202K | ﹤0.01% |
1,424
-548
| -28% | -$77.6K |
|
3686
Trinity Capital
TRIN
$1.16B
| $201K | ﹤0.01% |
18,413
-17,648
| -49% | -$193K |
|
3687
Lindsay Corp
LNN
$1.53B
| $201K | ﹤0.01% |
1,233
-2,223
| -64% | -$362K |
|
3688
Hawkins
HWKN
$3.66B
| $200K | ﹤0.01% |
5,190
-412
| -7% | -$15.9K |
|
3689
Peoples Bancorp
PEBO
$1.1B
| $200K | ﹤0.01% |
7,087
-699
| -9% | -$19.7K |
|
3690
KRONOS Worldwide
KRO
$701M
| $200K | ﹤0.01% |
21,268
-13,898
| -40% | -$131K |
|
3691
YPF
YPF
$9.64B
| $199K | ﹤0.01% |
21,624
+21,086
| +3,919% | +$194K |
|
3692
Ultra Clean Holdings
UCTT
$1.26B
| $199K | ﹤0.01% |
5,994
-4,193
| -41% | -$139K |
|
3693
3D Systems Corp
DDD
$318M
| $198K | ﹤0.01% |
26,806
-59,681
| -69% | -$442K |
|
3694
Farmers & Merchants Bancorp
FMAO
$359M
| $197K | ﹤0.01% |
7,232
+110
| +2% | +$2.99K |
|
3695
Rhythm Pharmaceuticals
RYTM
$6.48B
| $196K | ﹤0.01% |
6,743
+4,569
| +210% | +$133K |
|
3696
iShares MSCI BIC ETF
BKF
$95.1M
| $196K | ﹤0.01% |
5,717
-532
| -9% | -$18.3K |
|
3697
BGC Group
BGC
$4.64B
| $196K | ﹤0.01% |
51,864
-6,253
| -11% | -$23.6K |
|
3698
DoubleVerify
DV
$2.07B
| $195K | ﹤0.01% |
8,879
-32,349
| -78% | -$710K |
|
3699
Twist Bioscience
TWST
$1.69B
| $195K | ﹤0.01% |
8,177
-2,214
| -21% | -$52.7K |
|
3700
Harmonic Inc
HLIT
$1.18B
| $194K | ﹤0.01% |
14,832
+5,354
| +56% | +$70.1K |
|