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
|
+$3.98B |
| 2 |
Alphabet (Google) Class A
GOOGL
|
+$1.02B |
| 3 |
American Express
AXP
|
+$675M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$299M |
| 5 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$279M |
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
+$1.76B |
| 2 |
UnitedHealth
UNH
|
+$649M |
| 3 |
Nike
NKE
|
+$525M |
| 4 |
Target
TGT
|
+$412M |
| 5 |
NVIDIA
NVDA
|
+$395M |
Sector Composition
| 1 | Technology | 17.59% |
| 2 | Financials | 8.98% |
| 3 | Industrials | 6.13% |
| 4 | Healthcare | 5.81% |
| 5 | Consumer Discretionary | 5.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
3951
Chemung Financial Corp
CHMG
$252M
| $303K | ﹤0.01% |
6,253
+713
| +13% | +$34.6K |
|
3952
Varex Imaging
VREX
$482M
| $301K | ﹤0.01% |
34,760
+2,513
| +8% | +$21.8K |
|
3953
Hyster-Yale Materials Handling
HY
$639M
| $300K | ﹤0.01% |
7,536
+1,511
| +25% | +$60.1K |
|
3954
Calavo Growers
CVGW
$493M
| $299K | ﹤0.01% |
11,260
-3,897
| -26% | -$104K |
|
3955
Reading International Class A
RDI
$34.8M
| $299K | ﹤0.01% |
223,413
-3,134
| -1% | -$4.2K |
|
3956
Editas Medicine
EDIT
$245M
| $299K | ﹤0.01% |
136,008
-15,174
| -10% | -$33.4K |
|
3957
Kura Oncology
KURA
$702M
| $299K | ﹤0.01% |
51,752
+15,386
| +42% | +$88.8K |
|
3958
Hippo Holdings
HIPO
$926M
| $298K | ﹤0.01% |
10,685
-1,528
| -13% | -$42.7K |
|
3959
Invesco S&P 500 Equal Weight Consumer Staples ETF
RSPS
$247M
| $297K | ﹤0.01% |
9,921
-7,060
| -42% | -$212K |
|
3960
Navigator Holdings
NVGS
$1.12B
| $297K | ﹤0.01% |
+20,986
| New | +$297K |
|
3961
Dillards
DDS
$9.3B
| $297K | ﹤0.01% |
711
+2
| +0.3% | +$835 |
|
3962
Global X MSCI China Consumer Discretionary ETF
CHIQ
$255M
| $296K | ﹤0.01% |
14,038
-10,749
| -43% | -$227K |
|
3963
Taylor Devices
TAYD
$148M
| $296K | ﹤0.01% |
6,816
+131
| +2% | +$5.69K |
|
|
LAR
3964
Lithium Argentina AG
LAR
$523M
| $295K | ﹤0.01% |
141,668
-150,490
| -52% | -$313K |
|
3965
Bandwidth Inc
BAND
$551M
| $295K | ﹤0.01% |
18,531
+4,170
| +29% | +$66.3K |
|
3966
America's Car Mart
CRMT
$267M
| $294K | ﹤0.01% |
5,248
+815
| +18% | +$45.7K |
|
3967
Relay Therapeutics
RLAY
$705M
| $294K | ﹤0.01% |
84,980
+9,466
| +13% | +$32.8K |
|
3968
iRadimed
IRMD
$900M
| $294K | ﹤0.01% |
4,918
+452
| +10% | +$27K |
|
3969
Flushing Financial
FFIC
$471M
| $293K | ﹤0.01% |
24,696
+1,549
| +7% | +$18.4K |
|
3970
Gannett
GCI
$626M
| $293K | ﹤0.01% |
81,940
-6,513
| -7% | -$23.3K |
|
3971
Keros Therapeutics
KROS
$634M
| $293K | ﹤0.01% |
21,945
+5,167
| +31% | +$69K |
|
|
CHCT
3972
Community Healthcare Trust
CHCT
$432M
| $293K | ﹤0.01% |
17,603
+1,482
| +9% | +$24.6K |
|
3973
American Public Education
APEI
$650M
| $292K | ﹤0.01% |
9,595
+333
| +4% | +$10.1K |
|
3974
Arcturus Therapeutics
ARCT
$490M
| $292K | ﹤0.01% |
22,446
+3,818
| +20% | +$49.7K |
|
|
BKV
3975
BKV Corporation
BKV
$1.87B
| $292K | ﹤0.01% |
12,104
-4,147
| -26% | -$100K |
|