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 | |
|---|---|---|---|---|---|---|
4126
POSCO
PKX
$15.5B
| $233K | ﹤0.01% |
4,812
-315
| -6% | -$15.3K |
|
4127
Movado Group
MOV
$438M
| $233K | ﹤0.01% |
15,278
+727
| +5% | +$11.1K |
|
4128
Pacific Biosciences
PACB
$369M
| $233K | ﹤0.01% |
187,863
+16,875
| +10% | +$20.9K |
|
4129
Fulcrum Therapeutics
FULC
$396M
| $232K | ﹤0.01% |
33,748
+3,228
| +11% | +$22.2K |
|
4130
BNY Mellon US Large Cap Core Equity ETF
BKLC
$4.27B
| $232K | ﹤0.01% |
1,958
-2,221
| -53% | -$263K |
|
|
PFL
4131
PIMCO Income Strategy Fund
PFL
$386M
| $232K | ﹤0.01% |
27,788
-4,456
| -14% | -$37.2K |
|
|
ARDT
4132
Ardent Health, Inc.
ARDT
$1.83B
| $231K | ﹤0.01% |
16,914
+2,410
| +17% | +$32.9K |
|
4133
Sana Biotechnology
SANA
$828M
| $231K | ﹤0.01% |
84,596
+20,579
| +32% | +$56.2K |
|
4134
Lightspeed Commerce
LSPD
$1.68B
| $231K | ﹤0.01% |
19,710
-8,900
| -31% | -$104K |
|
|
NESR
4135
National Energy Services Reunited Corp. Ordinary Shares
NESR
$1.03B
| $231K | ﹤0.01% |
+38,337
| New | +$231K |
|
|
NXDR
4136
Nextdoor Holdings
NXDR
$829M
| $231K | ﹤0.01% |
138,870
+32,488
| +31% | +$53.9K |
|
4137
Village Super Market
VLGEA
$586M
| $230K | ﹤0.01% |
5,974
-553
| -8% | -$21.3K |
|
4138
Dianthus Therapeutics
DNTH
$1.51B
| $230K | ﹤0.01% |
12,326
-3,053
| -20% | -$56.9K |
|
4139
Arhaus
ARHS
$1.56B
| $229K | ﹤0.01% |
26,461
+1,073
| +4% | +$9.3K |
|
4140
Oak Valley Bancorp
OVLY
$236M
| $228K | ﹤0.01% |
8,387
+297
| +4% | +$8.09K |
|
4141
Lucid Motors
LCID
$6.2B
| $228K | ﹤0.01% |
10,811
+2,875
| +36% | +$60.7K |
|
4142
Precigen
PGEN
$1.17B
| $228K | ﹤0.01% |
160,629
+14,173
| +10% | +$20.1K |
|
4143
First Bank
FRBA
$409M
| $227K | ﹤0.01% |
14,702
+1,971
| +15% | +$30.5K |
|
4144
Mayville Engineering Co
MEC
$296M
| $227K | ﹤0.01% |
14,244
+333
| +2% | +$5.32K |
|
4145
Lindblad Expeditions
LIND
$699M
| $227K | ﹤0.01% |
19,457
+944
| +5% | +$11K |
|
4146
Civista Bancshares
CIVB
$398M
| $227K | ﹤0.01% |
9,782
+580
| +6% | +$13.5K |
|
4147
Theravance Biopharma
TBPH
$700M
| $226K | ﹤0.01% |
20,495
-1,939
| -9% | -$21.4K |
|
4148
Merus
MRUS
$5.13B
| $226K | ﹤0.01% |
4,291
+2,591
| +152% | +$136K |
|
4149
Trevi Therapeutics
TRVI
$989M
| $225K | ﹤0.01% |
41,171
+75
| +0.2% | +$410 |
|
|
TTAM
4150
Titan America SA
TTAM
$2.86B
| $225K | ﹤0.01% |
18,004
+13,532
| +303% | +$169K |
|