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 | |
|---|---|---|---|---|---|---|
4451
Tactile Systems Technology
TCMD
$314M
| $47K | ﹤0.01% |
6,025
-16,112
| -73% | -$126K |
|
4452
Yext
YEXT
$1.11B
| $47K | ﹤0.01% |
10,808
-3,631
| -25% | -$15.8K |
|
4453
Amplitude
AMPL
$1.58B
| $46K | ﹤0.01% |
2,929
-421
| -13% | -$6.61K |
|
4454
Krispy Kreme
DNUT
$623M
| $46K | ﹤0.01% |
4,022
-243
| -6% | -$2.78K |
|
4455
International Seaways
INSW
$2.41B
| $46K | ﹤0.01% |
1,288
-3,346
| -72% | -$120K |
|
4456
Dorian LPG
LPG
$1.38B
| $46K | ﹤0.01% |
3,381
-1,830
| -35% | -$24.9K |
|
4457
Ponce Financial Group
PDLB
$343M
| $46K | ﹤0.01% |
4,914
-1
| -0% | -$9 |
|
4458
Vanda Pharmaceuticals
VNDA
$267M
| $46K | ﹤0.01% |
4,544
-459
| -9% | -$4.65K |
|
|
ATXI
4459
DELISTED
Avenue Therapeutics, Inc. Common Stock
ATXI
| $46K | ﹤0.01% |
61
| – | – |
|
|
BZUN
4460
Baozun
BZUN
$255M
| $45K | ﹤0.01% |
7,149
-65
| -0.9% | -$409 |
|
4461
Compass
COMP
$5.1B
| $45K | ﹤0.01% |
19,397
+8,333
| +75% | +$19.3K |
|
4462
Cue Biopharma
CUE
$56.1M
| $45K | ﹤0.01% |
20,010
+20
| +0.1% | +$45 |
|
4463
Fulcrum Therapeutics
FULC
$408M
| $45K | ﹤0.01% |
5,553
-317
| -5% | -$2.57K |
|
4464
Ocugen
OCGN
$437M
| $45K | ﹤0.01% |
25,061
-3,953
| -14% | -$7.1K |
|
|
EVBN
4465
DELISTED
Evans Bancorp Inc
EVBN
| $45K | ﹤0.01% |
1,237
+100
| +9% | +$3.64K |
|
|
MORF
4466
DELISTED
Morphic Holding, Inc. Common Stock
MORF
| $45K | ﹤0.01% |
1,593
-218
| -12% | -$6.16K |
|
|
SUMO
4467
DELISTED
Sumo Logic, Inc. Common Stock
SUMO
| $45K | ﹤0.01% |
6,038
-88
| -1% | -$656 |
|
4468
Braze
BRZE
$3.6B
| $44K | ﹤0.01% |
1,284
+1,203
| +1,485% | +$41.2K |
|
4469
FT Vest US Equity Deep Buffer ETF February
DFEB
$409M
| $44K | ﹤0.01% |
1,358
| – | – |
|
4470
Duolingo
DUOL
$13.3B
| $44K | ﹤0.01% |
459
-202
| -31% | -$19.4K |
|
4471
FRP Holdings
FRPH
$478M
| $44K | ﹤0.01% |
1,632
-132
| -7% | -$3.56K |
|
|
OCCI
4472
OFS Credit Co
OCCI
$160M
| $44K | ﹤0.01% |
4,922
+196
| +4% | +$1.75K |
|
4473
VanEck Merk Gold Trust
OUNZ
$2B
| $44K | ﹤0.01% |
2,727
+970
| +55% | +$15.7K |
|
4474
Payoneer
PAYO
$2.39B
| $44K | ﹤0.01% |
7,170
+756
| +12% | +$4.64K |
|
4475
Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
QARP
$67M
| $44K | ﹤0.01% |
1,317
| – | – |
|