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 |
iShares Core MSCI EAFE ETF
IEFA
|
+$703M |
| 2 |
Amazon
AMZN
|
+$419M |
| 3 |
S&P Global
SPGI
|
+$358M |
| 4 |
UnitedHealth
UNH
|
+$251M |
| 5 |
ARK Innovation ETF
ARKK
|
+$227M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$3.57B |
| 2 |
Financial Select Sector SPDR Fund
XLF
|
+$1.01B |
| 3 |
Apple
AAPL
|
+$588M |
| 4 |
US Bancorp
USB
|
+$522M |
| 5 |
Microsoft
MSFT
|
+$423M |
Sector Composition
| 1 | Technology | 15.08% |
| 2 | Healthcare | 8.62% |
| 3 | Financials | 7.65% |
| 4 | Industrials | 6.64% |
| 5 | Consumer Discretionary | 5.83% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4276
Altice USA
ATUS
$1.26B
| $97.1K | ﹤0.01% |
29,705
-7,400
| -20% | -$24.2K |
|
4277
SGHC Ltd
SGHC
$5.95B
| $97.1K | ﹤0.01% |
26,309
-29,659
| -53% | -$109K |
|
4278
Planet Labs
PL
$3.42B
| $96.9K | ﹤0.01% |
37,287
-43,890
| -54% | -$114K |
|
4279
Dimensional US Sustainability Core 1 ETF
DFSU
$1.7B
| $96.9K | ﹤0.01% |
3,493
| – | – |
|
|
LBC
4280
DELISTED
Luther Burbank Corporation Common Stock
LBC
| $96.9K | ﹤0.01% |
11,534
-1,374
| -11% | -$11.5K |
|
4281
Blink Charging
BLNK
$174M
| $96.1K | ﹤0.01% |
31,399
-6,164
| -16% | -$18.9K |
|
4282
Pampa Energía
PAM
$3.12B
| $96K | ﹤0.01% |
2,571
-3,070
| -54% | -$115K |
|
4283
Stagwell
STGW
$1.32B
| $95.6K | ﹤0.01% |
20,393
-24,956
| -55% | -$117K |
|
|
TWKS
4284
DELISTED
Thoughtworks Holding, Inc. Common Stock
TWKS
| $95.5K | ﹤0.01% |
23,409
-22,200
| -49% | -$90.6K |
|
|
STKL
4285
SunOpta
STKL
$736M
| $95.3K | ﹤0.01% |
28,285
-45,060
| -61% | -$152K |
|
4286
Alto Ingredients
ALTO
$71M
| $95.1K | ﹤0.01% |
21,521
-972
| -4% | -$4.3K |
|
4287
Jakks Pacific
JAKK
$201M
| $94.6K | ﹤0.01% |
5,088
-965
| -16% | -$17.9K |
|
4288
iShares iBonds 2029 Term High Yield and Income ETF
IBHI
$239M
| $94.6K | ﹤0.01% |
4,337
+173
| +4% | +$3.77K |
|
4289
Coastal Financial
CCB
$1.72B
| $94.5K | ﹤0.01% |
2,202
-2,353
| -52% | -$101K |
|
4290
ThredUp
TDUP
$1.31B
| $94K | ﹤0.01% |
23,453
-10,165
| -30% | -$40.8K |
|
|
TPC
4291
Tutor Perini Cor
TPC
$3.45B
| $94K | ﹤0.01% |
12,004
-8,175
| -41% | -$64K |
|
4292
Tiptree Inc
TIPT
$885M
| $94K | ﹤0.01% |
5,606
-3,758
| -40% | -$63K |
|
4293
BlackSky Technology
BKSY
$744M
| $93.9K | ﹤0.01% |
10,037
-1,942
| -16% | -$18.2K |
|
4294
Apogee Therapeutics
APGE
$2.18B
| $93.8K | ﹤0.01% |
+4,403
| New | +$93.8K |
|
4295
QuinStreet
QNST
$959M
| $93.2K | ﹤0.01% |
10,395
-14,050
| -57% | -$126K |
|
4296
Atmus Filtration Technologies
ATMU
$3.78B
| $93K | ﹤0.01% |
4,462
+3,406
| +323% | +$71K |
|
4297
Manchester United
MANU
$2.62B
| $92.6K | ﹤0.01% |
4,677
-195
| -4% | -$3.86K |
|
4298
Bandwidth Inc
BAND
$545M
| $92.1K | ﹤0.01% |
8,169
-3,299
| -29% | -$37.2K |
|
4299
Genesco
GCO
$358M
| $91.9K | ﹤0.01% |
2,983
-1,663
| -36% | -$51.3K |
|
4300
Independent Bank Corp
IBCP
$649M
| $91.8K | ﹤0.01% |
5,004
-2,702
| -35% | -$49.6K |
|