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 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.36B |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$1.11B |
| 3 |
GE Aerospace
GE
|
+$466M |
| 4 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$338M |
| 5 |
iShares Russell 1000 Value ETF
IWD
|
+$312M |
Top Sells
| 1 |
UnitedHealth
UNH
|
+$575M |
| 2 |
Apple
AAPL
|
+$302M |
| 3 |
Xcel Energy
XEL
|
+$294M |
| 4 |
Lockheed Martin
LMT
|
+$268M |
| 5 |
Microsoft
MSFT
|
+$231M |
Sector Composition
| 1 | Technology | 17.41% |
| 2 | Financials | 8.71% |
| 3 | Healthcare | 6.41% |
| 4 | Industrials | 6.27% |
| 5 | Consumer Discretionary | 6.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
3776
Mister Car Wash
MCW
$1.78B
| $360K | ﹤0.01% |
49,395
+15,640
| +46% | +$114K |
|
3777
Washington Trust Bancorp
WASH
$561M
| $359K | ﹤0.01% |
11,458
+2,166
| +23% | +$67.9K |
|
3778
Invesco S&P SmallCap Financials ETF
PSCF
$19.2M
| $359K | ﹤0.01% |
6,489
-110
| -2% | -$6.09K |
|
3779
Udemy
UDMY
$1.08B
| $358K | ﹤0.01% |
43,486
+13,035
| +43% | +$107K |
|
3780
Greene County Bancorp
GCBC
$398M
| $357K | ﹤0.01% |
12,883
+1,114
| +9% | +$30.9K |
|
3781
Equity Bancshares
EQBK
$788M
| $357K | ﹤0.01% |
8,417
+1,664
| +25% | +$70.6K |
|
3782
Cross Country Healthcare
CCRN
$430M
| $357K | ﹤0.01% |
19,657
+3,371
| +21% | +$61.2K |
|
3783
Midland States Bancorp
MSBI
$386M
| $356K | ﹤0.01% |
14,580
+2,630
| +22% | +$64.2K |
|
|
HNW
3784
Pioneer Diversified High Income Fund
HNW
$107M
| $355K | ﹤0.01% |
30,074
+675
| +2% | +$7.97K |
|
|
SJT
3785
San Juan Basin Royalty Trust
SJT
$273M
| $355K | ﹤0.01% |
92,646
-22,053
| -19% | -$84.5K |
|
3786
ImmunityBio
IBRX
$2.61B
| $355K | ﹤0.01% |
138,605
+32,334
| +30% | +$82.8K |
|
3787
Evolv Technologies
EVLV
$1.4B
| $355K | ﹤0.01% |
89,767
+27,299
| +44% | +$108K |
|
|
CBL
3788
CBL Properties
CBL
$962M
| $354K | ﹤0.01% |
12,034
+1,761
| +17% | +$51.8K |
|
3789
Columbia Financial
CLBK
$1.62B
| $353K | ﹤0.01% |
22,343
+8,542
| +62% | +$135K |
|
3790
Bankwell Financial Group
BWFG
$355M
| $353K | ﹤0.01% |
11,338
+975
| +9% | +$30.4K |
|
3791
Liquidia Corp
LQDA
$2.15B
| $353K | ﹤0.01% |
30,020
+12,267
| +69% | +$144K |
|
|
MHF
3792
Western Asset Municipal High Income Fund
MHF
$161M
| $353K | ﹤0.01% |
51,865
+5,473
| +12% | +$37.2K |
|
3793
Paysafe
PSFE
$822M
| $352K | ﹤0.01% |
20,599
+680
| +3% | +$11.6K |
|
3794
Mitek Systems
MITK
$452M
| $352K | ﹤0.01% |
31,644
+5,574
| +21% | +$62K |
|
3795
Amalgamated Financial
AMAL
$837M
| $352K | ﹤0.01% |
10,508
+2,289
| +28% | +$76.6K |
|
3796
BlackSky Technology
BKSY
$680M
| $351K | ﹤0.01% |
32,524
+19,954
| +159% | +$215K |
|
3797
Southern Missouri Bancorp
SMBC
$623M
| $350K | ﹤0.01% |
6,100
+1,739
| +40% | +$99.8K |
|
3798
Northfield Bancorp
NFBK
$479M
| $349K | ﹤0.01% |
30,057
+4,357
| +17% | +$50.6K |
|
3799
BigBear.ai
BBAI
$2.23B
| $349K | ﹤0.01% |
78,458
+3,797
| +5% | +$16.9K |
|
|
SBI
3800
Western Asset Intermediate Muni Fund
SBI
$112M
| $347K | ﹤0.01% |
44,824
+3,450
| +8% | +$26.7K |
|