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 | |
|---|---|---|---|---|---|---|
4376
Hallador Energy
HNRG
$838M
| $81.6K | ﹤0.01% |
5,661
-3,056
| -35% | -$44.1K |
|
4377
Waldencast
WALD
$256M
| $81.5K | ﹤0.01% |
8,656
+1,165
| +16% | +$11K |
|
4378
Sasol
SSL
$4.23B
| $81.5K | ﹤0.01% |
5,959
-483
| -7% | -$6.6K |
|
4379
Hyliion Holdings
HYLN
$347M
| $81.4K | ﹤0.01% |
69,022
-20,622
| -23% | -$24.3K |
|
4380
Build-A-Bear
BBW
$959M
| $81.3K | ﹤0.01% |
2,766
-2,671
| -49% | -$78.6K |
|
|
IGA
4381
Voya Global Advantage and Premium Opportunity Fund
IGA
$152M
| $80.6K | ﹤0.01% |
9,713
-436
| -4% | -$3.62K |
|
4382
SoundThinking
SSTI
$157M
| $80.6K | ﹤0.01% |
4,501
-1,959
| -30% | -$35.1K |
|
|
ALPN
4383
DELISTED
Alpine Immune Sciences, Inc. Common Stock
ALPN
| $80.6K | ﹤0.01% |
7,035
-5,646
| -45% | -$64.6K |
|
4384
Aemetis
AMTX
$154M
| $79.8K | ﹤0.01% |
19,240
+477
| +3% | +$1.98K |
|
4385
Rush Street Interactive
RSI
$2.1B
| $79.7K | ﹤0.01% |
17,254
-14,075
| -45% | -$65K |
|
4386
PetMed Express
PETS
$56.4M
| $79.5K | ﹤0.01% |
7,756
-5,240
| -40% | -$53.7K |
|
4387
ACNB Corp
ACNB
$473M
| $79.5K | ﹤0.01% |
2,514
-1,113
| -31% | -$35.2K |
|
|
PLG
4388
Platinum Group Metals
PLG
$210M
| $79.3K | ﹤0.01% |
70,215
+520
| +0.7% | +$588 |
|
4389
Turning Point Brands
TPB
$1.84B
| $79.2K | ﹤0.01% |
3,431
-3,706
| -52% | -$85.6K |
|
4390
Genie Energy
GNE
$397M
| $79.2K | ﹤0.01% |
5,376
-3,511
| -40% | -$51.7K |
|
4391
iShares ESG Advanced High Yield Corporate Bond ETF
HYXF
$188M
| $79K | ﹤0.01% |
1,829
+34
| +2% | +$1.47K |
|
|
ALX
4392
Alexander's
ALX
$1.19B
| $78.9K | ﹤0.01% |
433
-609
| -58% | -$111K |
|
4393
South Plains Financial
SPFI
$637M
| $78.7K | ﹤0.01% |
2,978
-1,609
| -35% | -$42.5K |
|
4394
PLAYSTUDIOS Inc
MYPS
$125M
| $78.7K | ﹤0.01% |
24,754
-11,123
| -31% | -$35.4K |
|
|
NVTA
4395
DELISTED
Invitae Corporation
NVTA
| $78.6K | ﹤0.01% |
129,877
-606,034
| -82% | -$367K |
|
4396
Enliven Therapeutics
ELVN
$1.12B
| $78.4K | ﹤0.01% |
5,740
-3,130
| -35% | -$42.8K |
|
4397
Investors Title Co
ITIC
$480M
| $78.4K | ﹤0.01% |
529
-131
| -20% | -$19.4K |
|
4398
Star Holdings Shares of Beneficial Interest
STHO
$110M
| $77.9K | ﹤0.01% |
6,218
-1,557
| -20% | -$19.5K |
|
4399
CS Disco
LAW
$395M
| $77.8K | ﹤0.01% |
11,710
-5,536
| -32% | -$36.8K |
|
4400
Village Super Market
VLGEA
$571M
| $77.7K | ﹤0.01% |
3,433
-1,964
| -36% | -$44.5K |
|