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 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$2.61B |
| 2 |
Apple
AAPL
|
$2.46B |
| 3 |
Vanguard Real Estate ETF
VNQ
|
$1.99B |
| 4 |
Alphabet (Google) Class C
GOOG
|
$1.98B |
| 5 |
Exxon Mobil
XOM
|
$1.86B |
Top Sells
Sector Composition
| 1 | Technology | 9.94% |
| 2 | Industrials | 9.82% |
| 3 | Financials | 9.65% |
| 4 | Healthcare | 8.78% |
| 5 | Consumer Discretionary | 8.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
351
Invesco Dorsey Wright Momentum ETF
PDP
$1.28B
| $118M | 0.06% |
+3,780,115
| New | +$118M |
|
352
Invesco Global Listed Private Equity ETF
PSP
$327M
| $118M | 0.06% |
+10,815,301
| New | +$118M |
|
353
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
$1.36B
| $118M | 0.06% |
+2,088,257
| New | +$118M |
|
354
iShares MSCI EAFE Growth ETF
EFG
$13B
| $117M | 0.06% |
+1,898,969
| New | +$117M |
|
|
CMCSK
355
DELISTED
COMCAST CORP SPL A (NEW)
CMCSK
| $116M | 0.06% |
+2,921,055
| New | +$116M |
|
|
QEP
356
DELISTED
QEP RESOURCES, INC.
QEP
| $114M | 0.06% |
+4,115,743
| New | +$114M |
|
357
Quanta Services
PWR
$55.8B
| $114M | 0.06% |
+4,319,112
| New | +$114M |
|
|
NPKI
358
NPK International Inc.
NPKI
$879M
| $113M | 0.06% |
+10,322,081
| New | +$113M |
|
|
JOBS
359
DELISTED
51job, Inc.
JOBS
| $113M | 0.06% |
+1,667,545
| New | +$113M |
|
360
Transocean
RIG
$2.89B
| $113M | 0.06% |
+2,347,664
| New | +$113M |
|
361
OSI Systems
OSIS
$3.91B
| $113M | 0.06% |
+1,746,777
| New | +$113M |
|
|
ESV
362
DELISTED
Ensco Rowan plc
ESV
| $112M | 0.06% |
+1,930,012
| New | +$112M |
|
363
Kroger
KR
$45.4B
| $112M | 0.06% |
+3,229,653
| New | +$112M |
|
364
Blackrock
BLK
$173B
| $109M | 0.06% |
+425,955
| New | +$109M |
|
365
Enterprise Products Partners
EPD
$69.3B
| $109M | 0.06% |
+1,756,321
| New | +$109M |
|
366
Dominion Energy
D
$50.5B
| $109M | 0.06% |
+1,918,027
| New | +$109M |
|
367
Vale
VALE
$43.4B
| $109M | 0.06% |
+8,280,719
| New | +$109M |
|
368
ServiceNow
NOW
$189B
| $109M | 0.06% |
+2,695,210
| New | +$109M |
|
369
First Trust Health Care AlphaDEX Fund
FXH
$921M
| $109M | 0.06% |
+2,738,755
| New | +$109M |
|
|
DISCK
370
DELISTED
Discovery, Inc. Series C Common Stock
DISCK
| $108M | 0.06% |
+1,554,268
| New | +$108M |
|
371
Vanguard Growth ETF
VUG
$183B
| $108M | 0.06% |
+1,383,062
| New | +$108M |
|
372
Petrobras
PBR
$80B
| $108M | 0.06% |
+8,054,799
| New | +$108M |
|
373
Perrigo
PRGO
$3.23B
| $108M | 0.06% |
+890,063
| New | +$108M |
|
|
HES
374
DELISTED
Hess
HES
| $108M | 0.06% |
+1,617,991
| New | +$108M |
|
|
B
375
Barrick Mining Corporation
B
$45.9B
| $107M | 0.06% |
+6,810,817
| New | +$107M |
|