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 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$442M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$301M |
| 3 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$297M |
| 4 |
Xtrackers USD High Yield Corporate Bond ETF
HYLB
|
+$260M |
| 5 |
Apple
AAPL
|
+$220M |
Sector Composition
| 1 | Technology | 13.45% |
| 2 | Healthcare | 9.18% |
| 3 | Financials | 7.69% |
| 4 | Industrials | 6.66% |
| 5 | Consumer Discretionary | 5.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4201
AngioDynamics
ANGO
$447M
| $79K | ﹤0.01% |
3,872
-237
| -6% | -$4.84K |
|
|
CHCT
4202
Community Healthcare Trust
CHCT
$438M
| $79K | ﹤0.01% |
2,395
-1,318
| -35% | -$43.5K |
|
4203
iShares iBonds 2029 Term High Yield and Income ETF
IBHI
$238M
| $79K | ﹤0.01% |
+3,750
| New | +$79K |
|
4204
Informatica
INFA
$7.57B
| $79K | ﹤0.01% |
3,910
+3,030
| +344% | +$61.2K |
|
4205
Mid Penn Bancorp
MPB
$728M
| $79K | ﹤0.01% |
2,741
-1,155
| -30% | -$33.3K |
|
4206
PDF Solutions
PDFS
$863M
| $79K | ﹤0.01% |
3,221
+239
| +8% | +$5.86K |
|
|
PFHD
4207
DELISTED
Professional Holding Corp. Class A Common stock
PFHD
| $79K | ﹤0.01% |
3,050
-126
| -4% | -$3.26K |
|
|
VZIO
4208
DELISTED
VIZIO Holding Corp.
VZIO
| $79K | ﹤0.01% |
9,103
+280
| +3% | +$2.43K |
|
4209
Allogene Therapeutics
ALLO
$268M
| $78K | ﹤0.01% |
7,195
+202
| +3% | +$2.19K |
|
4210
INmune Bio
INMB
$52.4M
| $78K | ﹤0.01% |
12,678
-949
| -7% | -$5.84K |
|
4211
Babcock & Wilcox
BW
$356M
| $77K | ﹤0.01% |
11,931
-992
| -8% | -$6.4K |
|
4212
Enlivex Therapeutics
ENLV
$25.1M
| $77K | ﹤0.01% |
18,054
+5,681
| +46% | +$24.2K |
|
4213
Kymera Therapeutics
KYMR
$3.66B
| $77K | ﹤0.01% |
3,507
-5,656
| -62% | -$124K |
|
4214
PDS Biotechnology
PDSB
$54.1M
| $77K | ﹤0.01% |
25,714
+25,548
| +15,390% | +$76.5K |
|
4215
SelectQuote
SLQT
$356M
| $77K | ﹤0.01% |
106,249
-1,266
| -1% | -$917 |
|
4216
WisdomTree US Value Fund
WTV
$1.91B
| $77K | ﹤0.01% |
1,513
| – | – |
|
4217
Ceragon Networks
CRNT
$211M
| $76K | ﹤0.01% |
41,722
+100
| +0.2% | +$182 |
|
4218
Cushman & Wakefield
CWK
$3.91B
| $76K | ﹤0.01% |
6,637
-1,654
| -20% | -$18.9K |
|
4219
WisdomTree Japan SmallCap Dividend Fund
DFJ
$321M
| $76K | ﹤0.01% |
1,329
-158
| -11% | -$9.04K |
|
4220
iShares Emerging Markets Dividend ETF
DVYE
$913M
| $76K | ﹤0.01% |
3,332
-3,224
| -49% | -$73.5K |
|
4221
German American Bancorp
GABC
$1.55B
| $76K | ﹤0.01% |
2,134
-263
| -11% | -$9.37K |
|
4222
Garrett Motion
GTX
$2.73B
| $76K | ﹤0.01% |
13,391
+7,428
| +125% | +$42.2K |
|
4223
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
$5.03B
| $76K | ﹤0.01% |
1,956
-1
| -0.1% | -$39 |
|
4224
RCM Technologies
RCMT
$204M
| $76K | ﹤0.01% |
4,537
+258
| +6% | +$4.32K |
|
4225
V2X
VVX
$1.87B
| $76K | ﹤0.01% |
2,136
-138
| -6% | -$4.91K |
|