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
Sector Composition
| 1 | Technology | 12.31% |
| 2 | Financials | 9.04% |
| 3 | Healthcare | 8.6% |
| 4 | Industrials | 8.32% |
| 5 | Consumer Discretionary | 7.49% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
3951
Global X Guru Index ETF
GURU
$54.7M
| $665K | ﹤0.01% |
20,001
-500
| -2% | -$16.6K |
|
3952
Methanex
MEOH
$3.07B
| $662K | ﹤0.01% |
18,667
-310
| -2% | -$11K |
|
3953
Ribbon Communications
RBBN
$680M
| $662K | ﹤0.01% |
113,311
-51,909
| -31% | -$303K |
|
3954
Collegium Pharmaceutical
COLL
$1.15B
| $659K | ﹤0.01% |
57,346
+5,697
| +11% | +$65.5K |
|
3955
Carriage Services
CSV
$688M
| $659K | ﹤0.01% |
32,288
+3,217
| +11% | +$65.7K |
|
|
PEI
3956
DELISTED
Pennsylvania Real Estate Investment Trust
PEI
| $658K | ﹤0.01% |
7,674
+1,303
| +20% | +$112K |
|
3957
iShares MSCI Malaysia ETF
EWM
$250M
| $654K | ﹤0.01% |
23,477
+1,511
| +7% | +$42.1K |
|
3958
Kimbell Royalty Partners
KRP
$1.24B
| $654K | ﹤0.01% |
44,451
-12,511
| -22% | -$184K |
|
3959
Vanguard S&P Small-Cap 600 Growth ETF
VIOG
$873M
| $654K | ﹤0.01% |
8,524
+3,120
| +58% | +$239K |
|
3960
American Public Education
APEI
$640M
| $653K | ﹤0.01% |
29,228
+563
| +2% | +$12.6K |
|
3961
Franklin High Yield Corporate ETF
FLHY
$631M
| $653K | ﹤0.01% |
25,254
| – | – |
|
|
ORBC
3962
DELISTED
ORBCOMM, Inc.
ORBC
| $653K | ﹤0.01% |
136,971
-64,449
| -32% | -$307K |
|
3963
iShares Interest Rate Hedged Long-Term Corporate Bond ETF
IGBH
$106M
| $652K | ﹤0.01% |
27,023
-2
| -0% | -$48 |
|
3964
Utah Medical Products
UTMD
$201M
| $652K | ﹤0.01% |
6,800
+525
| +8% | +$50.3K |
|
3965
Citizens & Northern Corp
CZNC
$311M
| $648K | ﹤0.01% |
24,664
+1,467
| +6% | +$38.5K |
|
3966
Kimball Electronics
KE
$757M
| $647K | ﹤0.01% |
44,622
+4,086
| +10% | +$59.2K |
|
3967
Invesco Dorsey Wright Energy Momentum ETF
PXI
$43M
| $647K | ﹤0.01% |
24,866
+13,212
| +113% | +$344K |
|
3968
Sandstorm Gold
SAND
$3.47B
| $647K | ﹤0.01% |
114,658
+64,728
| +130% | +$365K |
|
3969
Banco Macro
BMA
$2.78B
| $646K | ﹤0.01% |
24,856
-38,351
| -61% | -$997K |
|
|
CVRS
3970
DELISTED
CORINDUS VASCULAR ROBOTICS, INC
CVRS
| $646K | ﹤0.01% |
150,954
+46,192
| +44% | +$198K |
|
3971
Bank First Corp
BFC
$1.25B
| $644K | ﹤0.01% |
9,716
-440
| -4% | -$29.2K |
|
|
GDL
3972
GDL Fund
GDL
$94.8M
| $639K | ﹤0.01% |
69,490
+445
| +0.6% | +$4.09K |
|
3973
PDF Solutions
PDFS
$798M
| $639K | ﹤0.01% |
48,912
+2,367
| +5% | +$30.9K |
|
3974
Kura Oncology
KURA
$720M
| $637K | ﹤0.01% |
41,984
-464
| -1% | -$7.04K |
|
3975
American Coastal Insurance
ACIC
$543M
| $636K | ﹤0.01% |
45,493
+837
| +2% | +$11.7K |
|