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 S&P 500 ETF
IVV
|
$1.05B |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$386M |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$310M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$301M |
| 5 |
Invesco QQQ Trust
QQQ
|
$269M |
Sector Composition
| 1 | Technology | 13.99% |
| 2 | Healthcare | 10.19% |
| 3 | Financials | 8.16% |
| 4 | Industrials | 7.41% |
| 5 | Consumer Discretionary | 7.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
XYZ
426
Block, Inc.
XYZ
$48.5B
| $114M | 0.04% | 2,166,981 +117,105 | +6% | +$6.13M |
|
427
Vanguard Intermediate-Term Treasury ETF
VGIT
$32.3B
| $113M | 0.04% | 1,606,281 +162,299 | +11% | +$11.5M |
|
|
AMED
428
DELISTED
Amedisys
AMED
| $113M | 0.04% | 613,781 -14,639 | -2% | -$2.69M |
|
429
Seagate
STX
$35.6B
| $113M | 0.04% | 2,305,572 +421,794 | +22% | +$20.6M |
|
430
Tractor Supply
TSCO
$32.7B
| $111M | 0.04% | 1,316,872 -59,470 | -4% | -$5.03M |
|
431
First Trust NASDAQ-100 Technology Index Fund
QTEC
$2.67B
| $111M | 0.04% | 1,311,419 -443,111 | -25% | -$37.5M |
|
432
General Motors
GM
$55.8B
| $110M | 0.04% | 5,297,555 -914,621 | -15% | -$19M |
|
433
Fair Isaac
FICO
$36.5B
| $110M | 0.04% | 357,302 +89,506 | +33% | +$27.5M |
|
|
ANSS
434
DELISTED
Ansys
ANSS
| $110M | 0.04% | 472,284 -38,822 | -8% | -$9.02M |
|
435
iShares Global REIT ETF
REET
$4B
| $109M | 0.04% | 5,708,337 +4,411,849 | +340% | +$84.5M |
|
436
Regeneron Pharmaceuticals
REGN
$61.5B
| $109M | 0.04% | 223,606 +33,611 | +18% | +$16.4M |
|
|
NBIS
437
Nebius Group N.V. Class A Ordinary Shares
NBIS
$16.3B
| $109M | 0.04% | 3,202,534 -356,910 | -10% | -$12.2M |
|
438
Enbridge
ENB
$105B
| $109M | 0.04% | 3,740,971 -27,177 | -0.7% | -$791K |
|
439
Energy Select Sector SPDR Fund
XLE
$27.5B
| $108M | 0.04% | 3,703,727 +383,462 | +12% | +$11.1M |
|
440
Vanguard Total International Stock ETF
VXUS
$102B
| $108M | 0.04% | 2,563,723 -317,893 | -11% | -$13.3M |
|
441
SPDR Bloomberg Convertible Securities ETF
CWB
$4.41B
| $107M | 0.04% | 2,242,269 -272,324 | -11% | -$13M |
|
442
Weibo
WB
$2.81B
| $107M | 0.04% | 3,239,739 +202,983 | +7% | +$6.72M |
|
443
Vanguard Large-Cap ETF
VV
$44.5B
| $107M | 0.04% | 900,934 -31,427 | -3% | -$3.72M |
|
444
iShares S&P Small-Cap 600 Value ETF
IJS
$6.6B
| $106M | 0.04% | 1,064,120 -229,345 | -18% | -$22.9M |
|
445
Suncor Energy
SU
$50.1B
| $105M | 0.04% | 6,661,038 -937,045 | -12% | -$14.8M |
|
446
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.7B
| $105M | 0.04% | 1,818,835 -173,719 | -9% | -$10M |
|
447
Edison International
EIX
$21.6B
| $105M | 0.04% | 1,907,458 -51,723 | -3% | -$2.83M |
|
448
Watsco
WSO
$16.3B
| $103M | 0.04% | 654,189 +207,597 | +46% | +$32.8M |
|
449
Franklin Electric
FELE
$4.35B
| $103M | 0.04% | 2,188,115 -24,411 | -1% | -$1.15M |
|
450
Deere & Co
DE
$130B
| $103M | 0.04% | 746,079 -51,166 | -6% | -$7.07M |
|