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
Sector Composition
| 1 | Technology | 12.31% |
| 2 | Financials | 9.04% |
| 3 | Healthcare | 8.6% |
| 4 | Industrials | 8.32% |
| 5 | Consumer Discretionary | 7.49% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
WEA
4376
Western Asset Premier Bond Fund
WEA
$135M
| $330K | ﹤0.01% |
23,251
-801
| -3% | -$11.4K |
|
4377
SPDR SSGA Global Allocation ETF
GAL
$270M
| $329K | ﹤0.01% |
8,519
-890
| -9% | -$34.4K |
|
4378
American Superconductor
AMSC
$2.56B
| $328K | ﹤0.01% |
41,784
+20,259
| +94% | +$159K |
|
4379
New Fortress Energy
NFE
$393M
| $327K | ﹤0.01% |
18,146
+7,669
| +73% | +$138K |
|
|
SUP
4380
DELISTED
Superior Industries International
SUP
| $326K | ﹤0.01% |
112,744
-31,130
| -22% | -$90K |
|
4381
Veeco
VECO
$1.57B
| $326K | ﹤0.01% |
27,874
+869
| +3% | +$10.2K |
|
4382
Global X MSCI Greece ETF
GREK
$312M
| $325K | ﹤0.01% |
11,582
-3,179
| -22% | -$89.2K |
|
4383
Hawthorn Bancshares
HWBK
$217M
| $325K | ﹤0.01% |
15,960
+7,758
| +95% | +$158K |
|
|
JHI
4384
John Hancock Investors Trust
JHI
$126M
| $325K | ﹤0.01% |
19,085
-4,275
| -18% | -$72.8K |
|
4385
Expro
XPRO
$1.41B
| $324K | ﹤0.01% |
11,370
+2,802
| +33% | +$79.8K |
|
|
GMLP
4386
DELISTED
Golar LNG Partners LP
GMLP
| $324K | ﹤0.01% |
33,790
-3,826
| -10% | -$36.7K |
|
|
DNBF
4387
DELISTED
DNB Financial Corp
DNBF
| $324K | ﹤0.01% |
7,294
+1,803
| +33% | +$80.1K |
|
4388
LifeVantage
LFVN
$136M
| $323K | ﹤0.01% |
23,607
+6,305
| +36% | +$86.3K |
|
4389
OptimizeRx
OPRX
$322M
| $323K | ﹤0.01% |
22,418
+8,856
| +65% | +$128K |
|
4390
Rockwell Medical
RMTI
$57.2M
| $323K | ﹤0.01% |
10,621
-266
| -2% | -$8.09K |
|
4391
Tiptree Inc
TIPT
$889M
| $323K | ﹤0.01% |
44,333
+656
| +2% | +$4.78K |
|
4392
VirnetX
VHC
$72.4M
| $323K | ﹤0.01% |
2,988
+512
| +21% | +$55.3K |
|
|
BBBY
4393
Bed Bath & Beyond, Inc.
BBBY
$589M
| $323K | ﹤0.01% |
36,853
-24,507
| -40% | -$215K |
|
4394
NexGen Energy
NXE
$4.82B
| $322K | ﹤0.01% |
248,015
+29,034
| +13% | +$37.7K |
|
4395
Fidelity MSCI Consumer Staples Index ETF
FSTA
$1.33B
| $321K | ﹤0.01% |
8,766
+3,360
| +62% | +$123K |
|
4396
Marine Products Corp
MPX
$330M
| $321K | ﹤0.01% |
22,644
-244
| -1% | -$3.46K |
|
4397
Grupo Aeroportuario del Pacifico
PAC
$12.7B
| $321K | ﹤0.01% |
3,338
-380
| -10% | -$36.5K |
|
4398
IES Holdings
IESC
$7.34B
| $319K | ﹤0.01% |
15,481
-29,581
| -66% | -$610K |
|
4399
Lennar Class B
LEN.B
$33.1B
| $318K | ﹤0.01% |
7,557
-2,223
| -23% | -$93.5K |
|
4400
iShares MSCI Global Metals & Mining Producers ETF
PICK
$854M
| $318K | ﹤0.01% |
11,961
-13,424
| -53% | -$357K |
|