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 Russell 2000 ETF
IWM
|
+$1.01B |
| 2 |
Invesco QQQ Trust
QQQ
|
+$493M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
+$426M |
| 4 |
iShares Russell Mid-Cap ETF
IWR
|
+$347M |
| 5 |
Vanguard Mid-Cap ETF
VO
|
+$337M |
Sector Composition
| 1 | Technology | 16.23% |
| 2 | Healthcare | 9.07% |
| 3 | Financials | 8.7% |
| 4 | Consumer Discretionary | 7.79% |
| 5 | Industrials | 7.65% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4326
XPeng
XPEV
$20.6B
| $411K | ﹤0.01% |
11,569
-811
| -7% | -$28.8K |
|
|
STXB
4327
DELISTED
Spirit of Texas Bancshares, Inc. Common Stock
STXB
| $410K | ﹤0.01% |
16,965
-16,252
| -49% | -$393K |
|
4328
Hyster-Yale Materials Handling
HY
$649M
| $408K | ﹤0.01% |
8,125
-9,423
| -54% | -$473K |
|
4329
The ONE Group
STKS
$76.5M
| $408K | ﹤0.01% |
+38,198
| New | +$408K |
|
|
GLQ
4330
Clough Global Equity Fund
GLQ
$143M
| $407K | ﹤0.01% |
27,807
-10,648
| -28% | -$156K |
|
4331
Caleres
CAL
$485M
| $404K | ﹤0.01% |
18,193
+8,401
| +86% | +$187K |
|
|
NNDM
4332
Nano Dimension
NNDM
$304M
| $403K | ﹤0.01% |
71,422
+29,328
| +70% | +$165K |
|
|
PLL
4333
DELISTED
Piedmont Lithium
PLL
| $401K | ﹤0.01% |
7,367
+1,694
| +30% | +$92.2K |
|
4334
Marqeta
MQ
$2.55B
| $400K | ﹤0.01% |
18,074
-443,650
| -96% | -$9.82M |
|
|
SUP
4335
DELISTED
Superior Industries International
SUP
| $400K | ﹤0.01% |
56,678
-215
| -0.4% | -$1.52K |
|
|
RIV
4336
RiverNorth Opportunities Fund
RIV
$262M
| $398K | ﹤0.01% |
23,450
+5,471
| +30% | +$92.9K |
|
|
ABTX
4337
DELISTED
Allegiance Bancshares, Inc.
ABTX
| $398K | ﹤0.01% |
10,449
-2,065
| -17% | -$78.7K |
|
4338
RPC Inc
RES
$995M
| $397K | ﹤0.01% |
81,428
-78,518
| -49% | -$383K |
|
|
TTM
4339
DELISTED
Tata Motors Limited
TTM
| $397K | ﹤0.01% |
17,729
-32,553
| -65% | -$729K |
|
4340
Invesco DB Precious Metals Fund
DBP
$211M
| $396K | ﹤0.01% |
8,424
-1,206
| -13% | -$56.7K |
|
|
HPS
4341
John Hancock Preferred Income Fund III
HPS
$493M
| $396K | ﹤0.01% |
21,148
-964
| -4% | -$18.1K |
|
|
TCS
4342
DELISTED
THE CONTAINER STORE GROUP, INC.
TCS
| $396K | ﹤0.01% |
2,768
-406
| -13% | -$58.1K |
|
|
WPS
4343
DELISTED
iShares International Developed Property ETF
WPS
| $396K | ﹤0.01% |
10,695
-476
| -4% | -$17.6K |
|
|
FEO
4344
DELISTED
First Trust/abrdn Emerging Opportunity Fund
FEO
| $396K | ﹤0.01% |
27,322
-83,366
| -75% | -$1.21M |
|
|
VEI
4345
DELISTED
Vine Energy Inc.
VEI
| $396K | ﹤0.01% |
24,016
+24,015
| +2,401,500% | +$396K |
|
4346
Angi Inc
ANGI
$802M
| $395K | ﹤0.01% |
3,194
-2,379
| -43% | -$294K |
|
4347
Global X Guru Index ETF
GURU
$55.2M
| $394K | ﹤0.01% |
8,110
+3,580
| +79% | +$174K |
|
|
POSH
4348
DELISTED
Poshmark, Inc. Class A Common Stock
POSH
| $394K | ﹤0.01% |
16,593
+10,925
| +193% | +$259K |
|
4349
Dimensional US Targeted Value ETF
DFAT
$11.7B
| $392K | ﹤0.01% |
8,848
+6,162
| +229% | +$273K |
|
4350
Eos Energy Enterprises
EOSE
$2.73B
| $392K | ﹤0.01% |
27,990
+15,721
| +128% | +$220K |
|