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 | |
|---|---|---|---|---|---|---|
4026
YPF
YPF
$10.9B
| $244K | ﹤0.01% |
5,730
+4,109
| +253% | +$175K |
|
4027
Hyliion Holdings
HYLN
$305M
| $243K | ﹤0.01% |
93,123
+24,474
| +36% | +$63.9K |
|
4028
ZipRecruiter
ZIP
$419M
| $243K | ﹤0.01% |
33,541
+10,991
| +49% | +$79.6K |
|
4029
Vivid Seats
SEAT
$110M
| $242K | ﹤0.01% |
2,619
+676
| +35% | +$62.6K |
|
4030
Lincoln Educational Services
LINC
$654M
| $242K | ﹤0.01% |
15,326
+3,338
| +28% | +$52.8K |
|
4031
Keros Therapeutics
KROS
$632M
| $241K | ﹤0.01% |
15,208
+4,153
| +38% | +$65.7K |
|
|
TEAF
4032
Ecofin Sustainable & Social Impact Term Fund
TEAF
$162M
| $241K | ﹤0.01% |
20,048
-11,886
| -37% | -$143K |
|
4033
Sierra Bancorp
BSRR
$409M
| $240K | ﹤0.01% |
8,309
+1,664
| +25% | +$48.1K |
|
4034
LSB Industries
LXU
$599M
| $240K | ﹤0.01% |
31,627
+6,845
| +28% | +$52K |
|
4035
iRadimed
IRMD
$911M
| $240K | ﹤0.01% |
4,362
+1,270
| +41% | +$69.8K |
|
4036
Bandwidth Inc
BAND
$511M
| $240K | ﹤0.01% |
14,092
+3,998
| +40% | +$68K |
|
4037
Clearfield
CLFD
$456M
| $239K | ﹤0.01% |
7,720
+1,544
| +25% | +$47.9K |
|
4038
Esperion Therapeutics
ESPR
$558M
| $238K | ﹤0.01% |
108,401
+2,022
| +2% | +$4.45K |
|
4039
Ardagh Metal Packaging
AMBP
$2.15B
| $238K | ﹤0.01% |
79,020
+23,014
| +41% | +$69.3K |
|
4040
EverQuote
EVER
$887M
| $238K | ﹤0.01% |
11,895
-72,299
| -86% | -$1.45M |
|
4041
Nu Skin
NUS
$586M
| $238K | ﹤0.01% |
34,509
+8,814
| +34% | +$60.7K |
|
4042
ZimVie
ZIMV
$533M
| $238K | ﹤0.01% |
17,037
+2,569
| +18% | +$35.8K |
|
4043
Editas Medicine
EDIT
$240M
| $237K | ﹤0.01% |
186,329
-318,436
| -63% | -$404K |
|
4044
EVI Industries
EVI
$355M
| $236K | ﹤0.01% |
14,455
-5,061
| -26% | -$82.7K |
|
4045
Bioventus
BVS
$480M
| $236K | ﹤0.01% |
22,494
+5,459
| +32% | +$57.3K |
|
4046
Southern California Bancorp
BCAL
$559M
| $236K | ﹤0.01% |
14,278
-43,079
| -75% | -$713K |
|
4047
Manitowoc
MTW
$364M
| $235K | ﹤0.01% |
25,758
+4,240
| +20% | +$38.7K |
|
|
USAP
4048
DELISTED
Universal Stainless & Alloy
USAP
| $235K | ﹤0.01% |
5,334
-9,954
| -65% | -$438K |
|
4049
Credit Acceptance
CACC
$5.64B
| $235K | ﹤0.01% |
500
-255
| -34% | -$120K |
|
4050
Oak Valley Bancorp
OVLY
$241M
| $234K | ﹤0.01% |
8,000
+872
| +12% | +$25.5K |
|