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 | |
|---|---|---|---|---|---|---|
4451
iShares MSCI Malaysia ETF
EWM
$246M
| $71.1K | ﹤0.01% |
3,452
-909
| -21% | -$18.7K |
|
4452
Mid Penn Bancorp
MPB
$721M
| $70.9K | ﹤0.01% |
3,520
-5,570
| -61% | -$112K |
|
4453
LivePerson
LPSN
$97.5M
| $70.9K | ﹤0.01% |
18,214
-12,518
| -41% | -$48.7K |
|
4454
Babcock & Wilcox
BW
$331M
| $70.8K | ﹤0.01% |
16,810
-12,853
| -43% | -$54.1K |
|
|
OPPJ
4455
WisdomTree Trust WisdomTree Japan Opportunities Fund
OPPJ
$101M
| $70.7K | ﹤0.01% |
2,463
-395
| -14% | -$11.3K |
|
4456
Mesa Air Group
MESA
$56.1M
| $70.7K | ﹤0.01% |
82,297
-149
| -0.2% | -$128 |
|
4457
Orrstown Financial Services
ORRF
$691M
| $70.6K | ﹤0.01% |
3,362
-843
| -20% | -$17.7K |
|
|
LUNA
4458
DELISTED
Luna Innovations Incorporated
LUNA
| $70.6K | ﹤0.01% |
12,046
-6,976
| -37% | -$40.9K |
|
4459
8x8 Inc
EGHT
$289M
| $70.4K | ﹤0.01% |
27,933
-32,783
| -54% | -$82.6K |
|
4460
Forrester Research
FORR
$210M
| $70.3K | ﹤0.01% |
2,431
-3,192
| -57% | -$92.2K |
|
4461
Quantum-Si Incorporated
QSI
$304M
| $70.2K | ﹤0.01% |
42,276
-9,303
| -18% | -$15.4K |
|
|
DSKE
4462
DELISTED
Daseke, Inc. Common Stock
DSKE
| $70K | ﹤0.01% |
13,645
-8,805
| -39% | -$45.2K |
|
4463
Seneca Foods Class A
SENEA
$707M
| $69.9K | ﹤0.01% |
1,298
-991
| -43% | -$53.3K |
|
4464
HighPeak Energy
HPK
$844M
| $69.9K | ﹤0.01% |
4,138
-1,858
| -31% | -$31.4K |
|
4465
Forum Energy Technologies
FET
$314M
| $69.7K | ﹤0.01% |
2,900
-1,501
| -34% | -$36.1K |
|
4466
Ribbon Communications
RBBN
$685M
| $69.5K | ﹤0.01% |
25,930
-11,371
| -30% | -$30.5K |
|
4467
Canadian Solar
CSIQ
$784M
| $69.5K | ﹤0.01% |
2,824
-285
| -9% | -$7.01K |
|
4468
SES AI
SES
$576M
| $69.2K | ﹤0.01% |
30,486
-17,638
| -37% | -$40K |
|
4469
Fiverr
FVRR
$985M
| $69.2K | ﹤0.01% |
2,826
-353
| -11% | -$8.64K |
|
4470
Xeris Biopharma Holdings
XERS
$1.25B
| $68.8K | ﹤0.01% |
36,989
-28,900
| -44% | -$53.8K |
|
4471
AngioDynamics
ANGO
$438M
| $68.8K | ﹤0.01% |
9,412
-7,173
| -43% | -$52.4K |
|
|
OSG
4472
DELISTED
Overseas Shipholding Group Inc.
OSG
| $68.7K | ﹤0.01% |
15,655
-6,395
| -29% | -$28.1K |
|
4473
Dakota Gold
DC
$536M
| $68.7K | ﹤0.01% |
26,627
-10,182
| -28% | -$26.3K |
|
4474
Alico
ALCO
$256M
| $68.7K | ﹤0.01% |
2,752
-954
| -26% | -$23.8K |
|
4475
Destination XL Group
DXLG
$74.4M
| $68.5K | ﹤0.01% |
15,299
-7,793
| -34% | -$34.9K |
|