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 |
Invesco QQQ Trust
QQQ
|
+$547M |
| 2 |
Chevron
CVX
|
+$460M |
| 3 |
Vanguard Long-Term Bond ETF
BLV
|
+$379M |
| 4 |
EOG Resources
EOG
|
+$335M |
| 5 |
ARK Innovation ETF
ARKK
|
+$267M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$5.33B |
| 2 |
iShares Core 60/40 Balanced Allocation ETF
AOR
|
+$309M |
| 3 |
M&T Bank
MTB
|
+$258M |
| 4 |
Apple
AAPL
|
+$220M |
| 5 |
Palo Alto Networks
PANW
|
+$205M |
Sector Composition
| 1 | Technology | 14.5% |
| 2 | Healthcare | 8.8% |
| 3 | Financials | 7.36% |
| 4 | Industrials | 6.99% |
| 5 | Consumer Discretionary | 5.65% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4251
Stagwell
STGW
$1.36B
| $118K | ﹤0.01% |
15,926
+11,426
| +254% | +$84.8K |
|
4252
Byline Bancorp
BY
$1.3B
| $117K | ﹤0.01% |
5,413
+4,805
| +790% | +$104K |
|
4253
Hovnanian Enterprises
HOV
$886M
| $117K | ﹤0.01% |
1,723
+1,713
| +17,130% | +$116K |
|
4254
America's Car Mart
CRMT
$267M
| $117K | ﹤0.01% |
1,473
+1,217
| +475% | +$96.4K |
|
4255
Hyliion Holdings
HYLN
$319M
| $116K | ﹤0.01% |
58,639
+46,159
| +370% | +$91.4K |
|
|
URG
4256
Ur-Energy
URG
$544M
| $116K | ﹤0.01% |
109,250
+25,700
| +31% | +$27.2K |
|
4257
First Northwest Bancorp
FNWB
$65.3M
| $116K | ﹤0.01% |
10,067
+9,999
| +14,704% | +$115K |
|
4258
Sandstorm Gold
SAND
$3.47B
| $116K | ﹤0.01% |
19,917
-4,500
| -18% | -$26.1K |
|
4259
WideOpenWest
WOW
$442M
| $116K | ﹤0.01% |
10,885
+9,956
| +1,072% | +$106K |
|
4260
Metropolitan Bank Holding Corp
MCB
$807M
| $116K | ﹤0.01% |
3,413
+2,520
| +282% | +$85.4K |
|
4261
Interface
TILE
$1.7B
| $116K | ﹤0.01% |
14,224
+11,480
| +418% | +$93.2K |
|
4262
Cardlytics
CDLX
$81.5M
| $115K | ﹤0.01% |
33,952
-27,700
| -45% | -$94K |
|
4263
Monroe Capital Corp
MRCC
$164M
| $115K | ﹤0.01% |
14,980
-2
| -0% | -$15 |
|
4264
Sotera Health
SHC
$4.63B
| $114K | ﹤0.01% |
6,384
-71
| -1% | -$1.27K |
|
4265
BlueLinx
BXC
$617M
| $114K | ﹤0.01% |
1,681
+1,559
| +1,278% | +$106K |
|
|
JHI
4266
John Hancock Investors Trust
JHI
$125M
| $114K | ﹤0.01% |
8,980
-1,962
| -18% | -$24.9K |
|
4267
Babcock & Wilcox
BW
$311M
| $114K | ﹤0.01% |
18,752
+8,741
| +87% | +$53K |
|
4268
A-Mark Precious Metals
AMRK
$654M
| $113K | ﹤0.01% |
3,265
+2,265
| +227% | +$78.5K |
|
|
GRIN
4269
DELISTED
Grindrod Shipping Holdings Ltd. Ordinary Shares
GRIN
| $113K | ﹤0.01% |
10,720
-1,000
| -9% | -$10.5K |
|
4270
Allient
ALNT
$777M
| $113K | ﹤0.01% |
2,915
+2,258
| +344% | +$87.3K |
|
|
MESO
4271
Mesoblast
MESO
$2B
| $112K | ﹤0.01% |
17,033
+14,733
| +641% | +$96.9K |
|
|
NKLA
4272
DELISTED
Nikola Corporation Common Stock
NKLA
| $112K | ﹤0.01% |
3,076
+2,054
| +201% | +$74.6K |
|
4273
Rayonier Advanced Materials
RYAM
$443M
| $111K | ﹤0.01% |
17,707
+13,452
| +316% | +$84.3K |
|
4274
Mid Penn Bancorp
MPB
$695M
| $111K | ﹤0.01% |
4,328
+2,538
| +142% | +$65K |
|
4275
Amplify Mobile Payments ETF
IPAY
$273M
| $111K | ﹤0.01% |
2,655
-1,474
| -36% | -$61.4K |
|