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
| 1 |
Invesco QQQ Trust
QQQ
|
+$377M |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
+$257M |
| 3 |
ARK Innovation ETF
ARKK
|
+$252M |
| 4 |
Alerian MLP ETF
AMLP
|
+$194M |
| 5 |
VF Corp
VFC
|
+$189M |
Sector Composition
| 1 | Technology | 12.66% |
| 2 | Healthcare | 9.39% |
| 3 | Financials | 7.92% |
| 4 | Industrials | 7.06% |
| 5 | Consumer Discretionary | 5.36% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4176
Domo
DOMO
$745M
| $69.5K | ﹤0.01% |
4,882
-357
| -7% | -$5.08K |
|
4177
First National Corp
FXNC
$216M
| $68.8K | ﹤0.01% |
4,016
+1
| +0% | +$17 |
|
4178
Hanmi Financial
HAFC
$759M
| $68.7K | ﹤0.01% |
2,774
-2,188
| -44% | -$54.2K |
|
4179
E.W. Scripps
SSP
$254M
| $68.6K | ﹤0.01% |
5,204
-3,032
| -37% | -$40K |
|
4180
Fortuna Silver Mines
FSM
$2.5B
| $68.5K | ﹤0.01% |
18,273
-316,995
| -95% | -$1.19M |
|
|
IAF
4181
abrdn Australia Equity Fund
IAF
$127M
| $68.5K | ﹤0.01% |
15,609
-12
| -0.1% | -$53 |
|
4182
Limoneira
LMNR
$272M
| $68.4K | ﹤0.01% |
5,601
-5,998
| -52% | -$73.2K |
|
4183
iShares ESG MSCI USA Leaders ETF
SUSL
$916M
| $68K | ﹤0.01% |
1,026
-19,255
| -95% | -$1.28M |
|
4184
Global X Cybersecurity ETF
BUG
$1.17B
| $67.9K | ﹤0.01% |
3,270
+2,422
| +286% | +$50.3K |
|
4185
Travere Therapeutics
TVTX
$2.22B
| $67.8K | ﹤0.01% |
3,225
-2,123
| -40% | -$44.6K |
|
4186
OR Royalties Inc
OR
$7B
| $67.5K | ﹤0.01% |
5,594
-1,467
| -21% | -$17.7K |
|
4187
HighPeak Energy
HPK
$844M
| $67.4K | ﹤0.01% |
2,945
+612
| +26% | +$14K |
|
4188
Tactile Systems Technology
TCMD
$313M
| $67.3K | ﹤0.01% |
5,865
-160
| -3% | -$1.84K |
|
4189
Informatica
INFA
$7.58B
| $67.3K | ﹤0.01% |
4,129
+219
| +6% | +$3.57K |
|
|
ENFN
4190
DELISTED
Enfusion, Inc.
ENFN
| $66.9K | ﹤0.01% |
6,923
-10,591
| -60% | -$102K |
|
4191
Avantis International Small Cap Value ETF
AVDV
$12.1B
| $66.7K | ﹤0.01% |
1,205
-3,340
| -73% | -$185K |
|
|
NKLA
4192
DELISTED
Nikola Corporation Common Stock
NKLA
| $66.2K | ﹤0.01% |
1,022
-232
| -19% | -$15K |
|
4193
Palomar
PLMR
$3.1B
| $66.2K | ﹤0.01% |
1,465
-870
| -37% | -$39.3K |
|
|
ALBO
4194
DELISTED
Albireo Pharma, Inc. Common Stock
ALBO
| $66.1K | ﹤0.01% |
3,061
+21
| +0.7% | +$454 |
|
4195
Ventyx Biosciences
VTYX
$164M
| $66.1K | ﹤0.01% |
2,015
-2,179
| -52% | -$71.5K |
|
4196
Research Frontiers
REFR
$48.1M
| $65.9K | ﹤0.01% |
34,508
+13
| +0% | +$25 |
|
4197
Fidelity D&D Bancorp
FDBC
$254M
| $65.8K | ﹤0.01% |
1,395
| – | – |
|
|
AVTA
4198
DELISTED
Avantax, Inc. Common Stock
AVTA
| $65.7K | ﹤0.01% |
2,573
-1,326
| -34% | -$33.9K |
|
4199
Alaunos Therapeutics
TCRT
$5.34M
| $65.6K | ﹤0.01% |
674
+86
| +15% | +$8.37K |
|
4200
TriNet
TNET
$3.31B
| $65.5K | ﹤0.01% |
966
-2,891
| -75% | -$196K |
|