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
|
+$1.36B |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$1.11B |
| 3 |
GE Aerospace
GE
|
+$466M |
| 4 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$338M |
| 5 |
iShares Russell 1000 Value ETF
IWD
|
+$312M |
Top Sells
| 1 |
UnitedHealth
UNH
|
+$575M |
| 2 |
Apple
AAPL
|
+$302M |
| 3 |
Xcel Energy
XEL
|
+$294M |
| 4 |
Lockheed Martin
LMT
|
+$268M |
| 5 |
Microsoft
MSFT
|
+$231M |
Sector Composition
| 1 | Technology | 17.41% |
| 2 | Financials | 8.71% |
| 3 | Healthcare | 6.41% |
| 4 | Industrials | 6.27% |
| 5 | Consumer Discretionary | 6.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4251
Birkenstock
BIRK
$8.59B
| $163K | ﹤0.01% |
2,885
+1,170
| +68% | +$66.3K |
|
|
SLRN
4252
DELISTED
ACELYRIN
SLRN
| $163K | ﹤0.01% |
52,014
+9,332
| +22% | +$29.3K |
|
|
SSBK
4253
DELISTED
Southern States Bancshares
SSBK
| $163K | ﹤0.01% |
4,892
+1,067
| +28% | +$35.5K |
|
4254
Bowman Consulting
BWMN
$716M
| $163K | ﹤0.01% |
6,524
+2,316
| +55% | +$57.8K |
|
4255
MediaAlpha
MAX
$684M
| $163K | ﹤0.01% |
14,409
+4,264
| +42% | +$48.1K |
|
4256
Legacy Housing
LEGH
$649M
| $162K | ﹤0.01% |
6,581
+1,195
| +22% | +$29.5K |
|
4257
Heritage Insurance Holdings
HRTG
$762M
| $162K | ﹤0.01% |
13,419
+2,058
| +18% | +$24.9K |
|
4258
Nathan's Famous
NATH
$442M
| $162K | ﹤0.01% |
2,056
+639
| +45% | +$50.2K |
|
4259
Natural Gas Services Group
NGS
$342M
| $161K | ﹤0.01% |
6,022
+1,443
| +32% | +$38.7K |
|
4260
Fulcrum Therapeutics
FULC
$380M
| $161K | ﹤0.01% |
34,264
+8,761
| +34% | +$41.2K |
|
4261
Ponce Financial Group
PDLB
$335M
| $161K | ﹤0.01% |
12,351
+1,298
| +12% | +$16.9K |
|
4262
Vanda Pharmaceuticals
VNDA
$262M
| $161K | ﹤0.01% |
33,509
+7,339
| +28% | +$35.2K |
|
4263
FS Bancorp
FSBW
$315M
| $161K | ﹤0.01% |
3,909
+851
| +28% | +$34.9K |
|
4264
Guaranty Bancshares
GNTY
$553M
| $160K | ﹤0.01% |
4,628
+967
| +26% | +$33.5K |
|
|
BBBY
4265
Bed Bath & Beyond, Inc.
BBBY
$591M
| $159K | ﹤0.01% |
32,344
+9,415
| +41% | +$46.4K |
|
4266
Gambling.com
GAMB
$289M
| $159K | ﹤0.01% |
11,300
+3,660
| +48% | +$51.5K |
|
4267
iShares MSCI BIC ETF
BKF
$94.4M
| $159K | ﹤0.01% |
4,357
+961
| +28% | +$35.1K |
|
4268
Cerus
CERS
$234M
| $159K | ﹤0.01% |
103,032
+9,010
| +10% | +$13.9K |
|
4269
Jasper Therapeutics
JSPR
$38.2M
| $159K | ﹤0.01% |
7,415
+3,828
| +107% | +$81.8K |
|
4270
Travelzoo
TZOO
$105M
| $158K | ﹤0.01% |
+7,910
| New | +$158K |
|
4271
Natural Resource Partners
NRP
$1.37B
| $158K | ﹤0.01% |
1,421
-170
| -11% | -$18.9K |
|
4272
First Internet Bancorp
INBK
$210M
| $158K | ﹤0.01% |
4,381
+1,137
| +35% | +$40.9K |
|
4273
Bridgewater Bancshares
BWB
$458M
| $158K | ﹤0.01% |
11,667
+2,540
| +28% | +$34.3K |
|
|
CTNM
4274
Contineum Therapeutics
CTNM
$361M
| $158K | ﹤0.01% |
10,755
+8,684
| +419% | +$127K |
|
|
REFI
4275
Chicago Atlantic Real Estate Finance
REFI
$280M
| $157K | ﹤0.01% |
10,194
+2,432
| +31% | +$37.5K |
|