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 |
Apple
AAPL
|
+$905M |
| 2 |
Microsoft
MSFT
|
+$831M |
| 3 |
iShares Russell 2000 ETF
IWM
|
+$687M |
| 4 |
Financial Select Sector SPDR Fund
XLF
|
+$589M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$379M |
Sector Composition
| 1 | Technology | 13.6% |
| 2 | Healthcare | 9.35% |
| 3 | Financials | 7.57% |
| 4 | Industrials | 6.69% |
| 5 | Consumer Discretionary | 5.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
QQQN
3701
DELISTED
VictoryShares Nasdaq Next 50 ETF
QQQN
| $260K | ﹤0.01% |
11,215
+400
| +4% | +$9.27K |
|
3702
Ligand Pharmaceuticals
LGND
$3.31B
| $259K | ﹤0.01% |
4,650
-30,143
| -87% | -$1.68M |
|
3703
Invesco Energy Exploration & Production ETF
PXE
$71.8M
| $259K | ﹤0.01% |
10,077
+6,156
| +157% | +$158K |
|
3704
Tri Pointe Homes
TPH
$3.04B
| $259K | ﹤0.01% |
15,367
-65,077
| -81% | -$1.1M |
|
3705
Wabash National
WNC
$453M
| $259K | ﹤0.01% |
19,117
-46,502
| -71% | -$630K |
|
3706
Dynavax Technologies
DVAX
$1.14B
| $258K | ﹤0.01% |
20,479
-108,132
| -84% | -$1.36M |
|
3707
Standex International
SXI
$2.56B
| $258K | ﹤0.01% |
3,058
-9,330
| -75% | -$787K |
|
|
HCCI
3708
DELISTED
Heritage-Crystal Clean, Inc.
HCCI
| $258K | ﹤0.01% |
9,597
-19,490
| -67% | -$524K |
|
|
FBC
3709
DELISTED
Flagstar Bancorp, Inc. New
FBC
| $258K | ﹤0.01% |
7,261
-10,091
| -58% | -$359K |
|
3710
iShares MSCI BIC ETF
BKF
$95M
| $257K | ﹤0.01% |
6,937
-490
| -7% | -$18.2K |
|
|
NBIS
3711
Nebius Group N.V.
NBIS
$23.6B
| $257K | ﹤0.01% |
13,526
-272,088
| -95% | -$5.17M |
|
|
NVRO
3712
DELISTED
NEVRO CORP.
NVRO
| $257K | ﹤0.01% |
5,855
-6,623
| -53% | -$291K |
|
|
EHI
3713
Western Asset Global High Income Fund
EHI
$202M
| $255K | ﹤0.01% |
36,236
-417
| -1% | -$2.94K |
|
3714
HNI Corp
HNI
$2.1B
| $255K | ﹤0.01% |
7,327
-21,851
| -75% | -$760K |
|
3715
SandRidge Energy
SD
$416M
| $253K | ﹤0.01% |
16,140
+7,906
| +96% | +$124K |
|
3716
Martin Midstream Partners
MMLP
$120M
| $252K | ﹤0.01% |
63,345
+40,483
| +177% | +$161K |
|
3717
Myers Industries
MYE
$616M
| $252K | ﹤0.01% |
11,092
-20,299
| -65% | -$461K |
|
|
BLUE
3718
DELISTED
bluebird bio
BLUE
| $251K | ﹤0.01% |
3,026
+1,354
| +81% | +$112K |
|
3719
dLocal
DLO
$4.39B
| $251K | ﹤0.01% |
9,549
+1,799
| +23% | +$47.3K |
|
3720
Invesco Food & Beverage ETF
PBJ
$107M
| $249K | ﹤0.01% |
5,673
-1,850
| -25% | -$81.2K |
|
|
QUOT
3721
DELISTED
Quotient Technology Inc
QUOT
| $247K | ﹤0.01% |
83,245
-26,710
| -24% | -$79.3K |
|
|
BVH
3722
DELISTED
Bluegreen Vacations Holding Corporation
BVH
| $247K | ﹤0.01% |
9,879
-12,683
| -56% | -$317K |
|
3723
Atara Biotherapeutics
ATRA
$85M
| $246K | ﹤0.01% |
1,260
+352
| +39% | +$68.7K |
|
|
OTLY
3724
Oatly Group
OTLY
$523M
| $246K | ﹤0.01% |
3,556
+492
| +16% | +$34K |
|
|
BLPH
3725
DELISTED
Bellerophon Therapeutics, Inc.
BLPH
| $246K | ﹤0.01% |
200,057
+5
| +0% | +$6 |
|