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
|
+$3.98B |
| 2 |
Alphabet (Google) Class A
GOOGL
|
+$1.02B |
| 3 |
American Express
AXP
|
+$675M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$299M |
| 5 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$279M |
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
+$1.76B |
| 2 |
UnitedHealth
UNH
|
+$649M |
| 3 |
Nike
NKE
|
+$525M |
| 4 |
Target
TGT
|
+$412M |
| 5 |
NVIDIA
NVDA
|
+$395M |
Sector Composition
| 1 | Technology | 17.59% |
| 2 | Financials | 8.98% |
| 3 | Industrials | 6.13% |
| 4 | Healthcare | 5.81% |
| 5 | Consumer Discretionary | 5.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4276
Microvision
MVIS
$343M
| $177K | ﹤0.01% |
155,586
+26,645
| +21% | +$30.4K |
|
4277
Neuropace
NPCE
$322M
| $177K | ﹤0.01% |
15,865
-9,485
| -37% | -$106K |
|
|
PAI
4278
Western Asset Investment Grade Income Fund
PAI
$123M
| $176K | ﹤0.01% |
13,559
-1,763
| -12% | -$22.9K |
|
4279
Tactile Systems Technology
TCMD
$301M
| $175K | ﹤0.01% |
17,302
+1,712
| +11% | +$17.4K |
|
4280
Arq
ARQ
$315M
| $175K | ﹤0.01% |
32,664
+4,585
| +16% | +$24.6K |
|
|
ALMS
4281
Alumis Inc. Common Stock
ALMS
$454M
| $175K | ﹤0.01% |
58,391
+40,336
| +223% | +$121K |
|
4282
EA Bridgeway Omni Small-Cap Value ETF
BSVO
$1.75B
| $175K | ﹤0.01% |
8,589
-4,895
| -36% | -$99.8K |
|
|
MHF
4283
Western Asset Municipal High Income Fund
MHF
$160M
| $175K | ﹤0.01% |
25,186
-2,539
| -9% | -$17.6K |
|
4284
Tonix Pharmaceuticals
TNXP
$234M
| $175K | ﹤0.01% |
+4,856
| New | +$175K |
|
4285
Ponce Financial Group
PDLB
$337M
| $175K | ﹤0.01% |
12,622
+1,015
| +9% | +$14K |
|
4286
Neonode
NEON
$67.5M
| $174K | ﹤0.01% |
6,841
+1,141
| +20% | +$29.1K |
|
4287
8x8 Inc
EGHT
$286M
| $174K | ﹤0.01% |
88,962
+21,295
| +31% | +$41.7K |
|
4288
Erasca
ERAS
$454M
| $174K | ﹤0.01% |
136,896
+1,080
| +0.8% | +$1.37K |
|
4289
Terns Pharmaceuticals
TERN
$627M
| $174K | ﹤0.01% |
46,551
+4,662
| +11% | +$17.4K |
|
4290
LoveSac
LOVE
$263M
| $173K | ﹤0.01% |
9,525
+534
| +6% | +$9.72K |
|
4291
Global X Data Center & Digital Infrastructure ETF
DTCR
$416M
| $173K | ﹤0.01% |
9,283
+8,833
| +1,963% | +$165K |
|
4292
Gladstone Investment Corp
GAIN
$538M
| $173K | ﹤0.01% |
12,107
-999
| -8% | -$14.3K |
|
4293
ZimVie
ZIMV
$533M
| $172K | ﹤0.01% |
18,437
+1,021
| +6% | +$9.55K |
|
4294
Absci
ABSI
$387M
| $172K | ﹤0.01% |
66,881
+18,344
| +38% | +$47.1K |
|
4295
Frontier Group Holdings
ULCC
$1.2B
| $172K | ﹤0.01% |
47,251
+27,099
| +134% | +$98.4K |
|
4296
Anterix
ATEX
$403M
| $171K | ﹤0.01% |
6,686
+797
| +14% | +$20.4K |
|
4297
Humacyte
HUMA
$236M
| $171K | ﹤0.01% |
81,808
+33,205
| +68% | +$69.4K |
|
4298
Beyond Meat
BYND
$211M
| $171K | ﹤0.01% |
48,932
+18,426
| +60% | +$64.3K |
|
4299
Spire Global
SPIR
$305M
| $170K | ﹤0.01% |
14,308
+3,526
| +33% | +$42K |
|
|
PPT
4300
Putnam Premier Income Trust
PPT
$356M
| $170K | ﹤0.01% |
46,365
+7,568
| +20% | +$27.8K |
|