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 | |
|---|---|---|---|---|---|---|
3776
Coastal Financial
CCB
$1.72B
| $164K | ﹤0.01% |
3,461
+13
| +0.4% | +$618 |
|
3777
WisdomTree International AI Enhanced Value Fund
AIVI
$57.4M
| $164K | ﹤0.01% |
4,548
-498
| -10% | -$18K |
|
3778
iShares MSCI Poland ETF
EPOL
$443M
| $164K | ﹤0.01% |
10,623
+10,473
| +6,982% | +$162K |
|
3779
Pitney Bowes
PBI
$1.99B
| $164K | ﹤0.01% |
43,108
-9,791
| -19% | -$37.2K |
|
|
CRF
3780
Cornerstone Total Return Fund
CRF
$1.23B
| $163K | ﹤0.01% |
23,460
+23,459
| +2,345,900% | +$163K |
|
3781
GDS Holdings
GDS
$7.44B
| $163K | ﹤0.01% |
7,915
+31
| +0.4% | +$639 |
|
3782
TriCo Bancshares
TCBK
$1.48B
| $163K | ﹤0.01% |
3,198
-1,588
| -33% | -$81K |
|
|
MYOV
3783
DELISTED
Myovant Sciences Ltd.
MYOV
| $163K | ﹤0.01% |
6,048
-14,637
| -71% | -$395K |
|
3784
AppFolio
APPF
$9.97B
| $163K | ﹤0.01% |
1,546
-542
| -26% | -$57.1K |
|
3785
Capitol Federal Financial
CFFN
$836M
| $163K | ﹤0.01% |
18,814
-8,122
| -30% | -$70.3K |
|
3786
Amplify Mobile Payments ETF
IPAY
$274M
| $162K | ﹤0.01% |
4,129
+361
| +10% | +$14.2K |
|
3787
BlackRock Virginia Muni Bond Trust
BHV
$17.1M
| $162K | ﹤0.01% |
14,272
+1,361
| +11% | +$15.4K |
|
3788
Paysafe
PSFE
$823M
| $161K | ﹤0.01% |
11,615
-8,773
| -43% | -$122K |
|
3789
Unisys
UIS
$286M
| $161K | ﹤0.01% |
31,558
-2,026
| -6% | -$10.4K |
|
|
ZUO
3790
DELISTED
Zuora, Inc.
ZUO
| $161K | ﹤0.01% |
25,325
-2,092
| -8% | -$13.3K |
|
3791
Fidelity Quality Factor ETF
FQAL
$1.11B
| $160K | ﹤0.01% |
3,601
+3,600
| +360,000% | +$160K |
|
|
MAG
3792
DELISTED
MAG Silver
MAG
| $160K | ﹤0.01% |
10,208
-5,010
| -33% | -$78.3K |
|
3793
Vir Biotechnology
VIR
$714M
| $160K | ﹤0.01% |
6,303
-5,060
| -45% | -$128K |
|
3794
iShares MSCI Malaysia ETF
EWM
$245M
| $159K | ﹤0.01% |
6,958
+2,231
| +47% | +$51K |
|
3795
Invesco KBW Property & Casualty Insurance ETF
KBWP
$473M
| $158K | ﹤0.01% |
1,841
| – | – |
|
3796
Novavax
NVAX
$1.41B
| $158K | ﹤0.01% |
15,406
-1,391
| -8% | -$14.3K |
|
|
AMBC.WS
3797
DELISTED
Ambac Financial Group, Inc.
AMBC.WS
| $158K | ﹤0.01% |
78,001
+41,354
| +113% | +$83.9K |
|
|
FTF
3798
Franklin Limited Duration Income Trust
FTF
$258M
| $158K | ﹤0.01% |
25,496
+8,638
| +51% | +$53.6K |
|
3799
Standex International
SXI
$2.51B
| $158K | ﹤0.01% |
1,546
-671
| -30% | -$68.7K |
|
3800
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$30.5B
| $158K | ﹤0.01% |
+3,875
| New | +$158K |
|