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 | |
|---|---|---|---|---|---|---|
4351
KULR Technology Group
KULR
$185M
| $155K | ﹤0.01% |
21,699
+19,324
| +814% | +$138K |
|
4352
Mama's Creations
MAMA
$381M
| $155K | ﹤0.01% |
18,619
+2,894
| +18% | +$24K |
|
4353
AerSale
ASLE
$401M
| $154K | ﹤0.01% |
25,641
-36
| -0.1% | -$216 |
|
|
PHLT
4354
Performant Healthcare, Inc. Common Stock
PHLT
$607M
| $154K | ﹤0.01% |
38,498
+1,235
| +3% | +$4.94K |
|
4355
Oportun Financial
OPRT
$293M
| $154K | ﹤0.01% |
+21,486
| New | +$154K |
|
4356
Tredegar Corp
TG
$279M
| $154K | ﹤0.01% |
17,482
+1,197
| +7% | +$10.5K |
|
4357
Invesco CurrencyShares Australian Dollar Trust
FXA
$79M
| $153K | ﹤0.01% |
2,353
| – | – |
|
4358
Frontline
FRO
$5.17B
| $153K | ﹤0.01% |
9,295
-5,522
| -37% | -$90.6K |
|
4359
uniQure
QURE
$904M
| $153K | ﹤0.01% |
10,942
-1,388
| -11% | -$19.3K |
|
4360
Latham Group
SWIM
$916M
| $152K | ﹤0.01% |
23,901
-418
| -2% | -$2.67K |
|
4361
Monte Rosa Therapeutics
GLUE
$297M
| $152K | ﹤0.01% |
33,697
+5,142
| +18% | +$23.2K |
|
4362
Primis Financial Corp
FRST
$269M
| $151K | ﹤0.01% |
13,920
-171
| -1% | -$1.86K |
|
4363
Gerdau
GGB
$6.03B
| $151K | ﹤0.01% |
51,697
-3,849
| -7% | -$11.2K |
|
4364
Plumas Bancorp
PLBC
$308M
| $151K | ﹤0.01% |
3,392
+98
| +3% | +$4.36K |
|
4365
Fidelity Low Volatility Factor ETF
FDLO
$1.33B
| $150K | ﹤0.01% |
2,387
+1,245
| +109% | +$78.2K |
|
4366
Structure Therapeutics
GPCR
$1.2B
| $150K | ﹤0.01% |
7,223
-122
| -2% | -$2.53K |
|
4367
Immersion
IMMR
$221M
| $150K | ﹤0.01% |
18,996
+62
| +0.3% | +$489 |
|
4368
MeiraGTx Holdings
MGTX
$612M
| $150K | ﹤0.01% |
22,951
-1,473
| -6% | -$9.6K |
|
|
RZLV
4369
Rezolve AI PLC Ordinary Shares
RZLV
$1.78B
| $149K | ﹤0.01% |
48,585
+46,970
| +2,908% | +$144K |
|
4370
Orange County Bancorp
OBT
$348M
| $149K | ﹤0.01% |
5,777
-356
| -6% | -$9.2K |
|
|
KGEI
4371
Kolibri Global Energy
KGEI
$191M
| $149K | ﹤0.01% |
+21,705
| New | +$149K |
|
|
SA
4372
Seabridge Gold
SA
$1.92B
| $148K | ﹤0.01% |
10,222
-68
| -0.7% | -$987 |
|
4373
CF Bankshares
CFBK
$162M
| $148K | ﹤0.01% |
6,173
+2,673
| +76% | +$64.1K |
|
4374
Tyra Biosciences
TYRA
$667M
| $148K | ﹤0.01% |
15,457
+6,104
| +65% | +$58.4K |
|
4375
SkyWater Technology
SKYT
$509M
| $147K | ﹤0.01% |
14,982
+1,869
| +14% | +$18.4K |
|