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
|
+$526M |
| 2 |
Microsoft
MSFT
|
+$356M |
| 3 |
Apple
AAPL
|
+$303M |
| 4 |
Amazon
AMZN
|
+$302M |
| 5 |
Broadcom
AVGO
|
+$244M |
Top Sells
| 1 |
Air Products & Chemicals
APD
|
+$433M |
| 2 |
Invesco QQQ Trust
QQQ
|
+$355M |
| 3 |
United Parcel Service
UPS
|
+$142M |
| 4 |
Vanguard Mid-Cap ETF
VO
|
+$124M |
| 5 |
Bristol-Myers Squibb
BMY
|
+$119M |
Sector Composition
| 1 | Technology | 17.33% |
| 2 | Financials | 7.92% |
| 3 | Healthcare | 7.69% |
| 4 | Industrials | 6.62% |
| 5 | Consumer Discretionary | 5.75% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4176
Tactile Systems Technology
TCMD
$314M
| $149K | ﹤0.01% |
12,478
+3,355
| +37% | +$40.1K |
|
4177
Gladstone Investment Corp
GAIN
$535M
| $149K | ﹤0.01% |
10,648
+5,800
| +120% | +$81.1K |
|
4178
Arbutus Biopharma
ABUS
$847M
| $149K | ﹤0.01% |
48,137
+5,247
| +12% | +$16.2K |
|
4179
Astria Therapeutics
ATXS
$422M
| $149K | ﹤0.01% |
16,339
-700
| -4% | -$6.37K |
|
4180
Anywhere Real Estate
HOUS
$824M
| $149K | ﹤0.01% |
44,893
+6,292
| +16% | +$20.8K |
|
4181
Northrim BanCorp
NRIM
$512M
| $148K | ﹤0.01% |
2,569
+434
| +20% | +$25K |
|
|
CAF
4182
Morgan Stanley China A Share Fund
CAF
$272M
| $147K | ﹤0.01% |
12,543
-851
| -6% | -$10K |
|
4183
JPMorgan International Research Enhanced Equity ETF
JIRE
$8.52B
| $147K | ﹤0.01% |
2,354
+1,471
| +167% | +$92.1K |
|
4184
M-tron Industries
MPTI
$143M
| $147K | ﹤0.01% |
4,182
+2,645
| +172% | +$93.1K |
|
4185
VanEck Gaming ETF
BJK
$27.3M
| $147K | ﹤0.01% |
3,649
+2,878
| +373% | +$116K |
|
4186
Riley Exploration Permian
REPX
$616M
| $147K | ﹤0.01% |
5,192
+2,148
| +71% | +$60.8K |
|
4187
Taylor Devices
TAYD
$149M
| $147K | ﹤0.01% |
3,262
+742
| +29% | +$33.4K |
|
4188
Backblaze
BLZE
$549M
| $147K | ﹤0.01% |
23,814
+3,104
| +15% | +$19.1K |
|
4189
Granite Ridge Resources
GRNT
$735M
| $146K | ﹤0.01% |
23,135
+11,313
| +96% | +$71.6K |
|
4190
Neurogene
NGNE
$267M
| $146K | ﹤0.01% |
4,017
+3,546
| +753% | +$129K |
|
4191
World Acceptance Corp
WRLD
$954M
| $146K | ﹤0.01% |
1,182
-237
| -17% | -$29.3K |
|
4192
Titan Machinery
TITN
$449M
| $146K | ﹤0.01% |
9,183
+1,798
| +24% | +$28.6K |
|
4193
Parke Bancorp
PKBK
$267M
| $146K | ﹤0.01% |
8,380
+921
| +12% | +$16K |
|
4194
Telecom Argentina
TEO
$2.81B
| $145K | ﹤0.01% |
20,100
-1,240
| -6% | -$8.97K |
|
4195
GeneDx Holdings
WGS
$3.75B
| $145K | ﹤0.01% |
5,553
+5,013
| +928% | +$131K |
|
4196
Schwab Fundamental US Small Company Index ETF
FNDA
$9.13B
| $145K | ﹤0.01% |
5,282
-442
| -8% | -$12.1K |
|
4197
Sierra Bancorp
BSRR
$422M
| $145K | ﹤0.01% |
6,465
+911
| +16% | +$20.4K |
|
|
HUYA
4198
Huya Inc
HUYA
$780M
| $145K | ﹤0.01% |
36,600
+35,700
| +3,967% | +$141K |
|
4199
SEACOR Marine Holdings
SMHI
$195M
| $145K | ﹤0.01% |
10,714
+2,195
| +26% | +$29.6K |
|
4200
Cabaletta Bio
CABA
$199M
| $144K | ﹤0.01% |
19,309
+5,934
| +44% | +$44.4K |
|