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 Core MSCI Emerging Markets ETF
IEMG
|
+$442M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$301M |
| 3 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$297M |
| 4 |
Xtrackers USD High Yield Corporate Bond ETF
HYLB
|
+$260M |
| 5 |
Apple
AAPL
|
+$220M |
Sector Composition
| 1 | Technology | 13.45% |
| 2 | Healthcare | 9.18% |
| 3 | Financials | 7.69% |
| 4 | Industrials | 6.66% |
| 5 | Consumer Discretionary | 5.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4401
HighPeak Energy
HPK
$890M
| $51K | ﹤0.01% |
2,333
+1,148
| +97% | +$25.1K |
|
4402
iRadimed
IRMD
$921M
| $51K | ﹤0.01% |
1,689
-53
| -3% | -$1.6K |
|
4403
Pampa Energía
PAM
$3.08B
| $51K | ﹤0.01% |
2,245
-123
| -5% | -$2.79K |
|
4404
SPDR MSCI EAFE StrategicFactors ETF
QEFA
$937M
| $51K | ﹤0.01% |
917
-879
| -49% | -$48.9K |
|
4405
Quantum-Si Incorporated
QSI
$310M
| $51K | ﹤0.01% |
18,548
+1,099
| +6% | +$3.02K |
|
4406
Riot Platforms
RIOT
$6.47B
| $51K | ﹤0.01% |
7,298
+3,233
| +80% | +$22.6K |
|
4407
SI-BONE Inc
SIBN
$655M
| $51K | ﹤0.01% |
2,942
-660
| -18% | -$11.4K |
|
4408
SoundHound AI
SOUN
$6.37B
| $51K | ﹤0.01% |
15,648
-4
| -0% | -$13 |
|
4409
Vimeo
VMEO
$1.28B
| $51K | ﹤0.01% |
12,611
-96
| -0.8% | -$388 |
|
|
CMU
4410
MFS High Yield Municipal Trust
CMU
$88M
| $50K | ﹤0.01% |
16,843
+2,085
| +14% | +$6.19K |
|
4411
iShares MSCI South Africa ETF
EZA
$449M
| $50K | ﹤0.01% |
1,376
-259
| -16% | -$9.41K |
|
4412
LSB Industries
LXU
$603M
| $50K | ﹤0.01% |
3,542
+2,356
| +199% | +$33.3K |
|
4413
Marathon Digital Holdings
MARA
$6.85B
| $50K | ﹤0.01% |
4,694
+1,511
| +47% | +$16.1K |
|
4414
AAM Low Duration Preferred and Income Securities ETF
PFLD
$488M
| $50K | ﹤0.01% |
2,346
-1,400
| -37% | -$29.8K |
|
|
PSTX
4415
DELISTED
Poseida Therapeutics, Inc. Common Stock
PSTX
| $50K | ﹤0.01% |
14,330
+129
| +0.9% | +$450 |
|
4416
Arlo Technologies
ARLO
$1.88B
| $49K | ﹤0.01% |
10,466
+766
| +8% | +$3.59K |
|
4417
Bally's
BALY
$520M
| $49K | ﹤0.01% |
2,495
-904
| -27% | -$17.8K |
|
4418
GraniteShares Gold Shares
BAR
$1.21B
| $49K | ﹤0.01% |
3,004
-1,437
| -32% | -$23.4K |
|
4419
Banco Santander Chile
BSAC
$12B
| $49K | ﹤0.01% |
3,486
-3,548
| -50% | -$49.9K |
|
4420
Invesco BulletShares 2029 Municipal Bond ETF
BSMT
$204M
| $49K | ﹤0.01% |
2,213
+252
| +13% | +$5.58K |
|
|
CIO
4421
City Office REIT
CIO
$281M
| $49K | ﹤0.01% |
4,935
-836
| -14% | -$8.3K |
|
4422
VictoryShares US Small Cap High Div Volatility Wtd ETF
CSB
$273M
| $49K | ﹤0.01% |
1,064
+883
| +488% | +$40.7K |
|
4423
Carriage Services
CSV
$698M
| $49K | ﹤0.01% |
1,525
-35,819
| -96% | -$1.15M |
|
4424
Dakota Gold
DC
$513M
| $49K | ﹤0.01% |
15,945
-144
| -0.9% | -$443 |
|
4425
DHT Holdings
DHT
$2.06B
| $49K | ﹤0.01% |
6,393
+762
| +14% | +$5.84K |
|