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
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 | |
|---|---|---|---|---|---|---|
426
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
$1.68B
| $85.4M | 0.03% |
2,228,319
-246,349
| -10% | -$9.44M |
|
427
Cummins
CMI
$55.1B
| $85.4M | 0.03% |
419,513
-19,562
| -4% | -$3.98M |
|
428
Biogen
BIIB
$20.6B
| $85.2M | 0.03% |
318,978
-40,101
| -11% | -$10.7M |
|
429
Vanguard Extended Market ETF
VXF
$24.1B
| $85.2M | 0.03% |
669,995
+32,105
| +5% | +$4.08M |
|
430
Aon
AON
$79.9B
| $85M | 0.03% |
317,175
-38,400
| -11% | -$10.3M |
|
431
Equinix
EQIX
$75.7B
| $84.9M | 0.03% |
149,295
-6,833
| -4% | -$3.89M |
|
432
Edwards Lifesciences
EW
$47.5B
| $84.9M | 0.03% |
1,027,061
-194,504
| -16% | -$16.1M |
|
433
Pacer Trendpilot US Large Cap ETF
PTLC
$3.37B
| $84.9M | 0.03% |
2,253,371
-31,299
| -1% | -$1.18M |
|
434
Corning
GLW
$61B
| $84.8M | 0.03% |
2,921,873
+34,323
| +1% | +$996K |
|
435
Snowflake
SNOW
$75.3B
| $84.6M | 0.03% |
497,768
+63,432
| +15% | +$10.8M |
|
436
Brookfield
BN
$99.5B
| $84.5M | 0.03% |
2,555,735
-47,507
| -2% | -$1.57M |
|
437
SPDR Bloomberg Convertible Securities ETF
CWB
$4.42B
| $84.3M | 0.03% |
1,331,569
-267,475
| -17% | -$16.9M |
|
438
BP
BP
$87.4B
| $84.3M | 0.03% |
2,950,980
-306,857
| -9% | -$8.76M |
|
439
SPDR Portfolio S&P 500 Growth ETF
SPYG
$40.8B
| $84.2M | 0.03% |
1,681,488
+166,491
| +11% | +$8.34M |
|
440
Teledyne Technologies
TDY
$25.7B
| $84M | 0.03% |
248,798
-5,996
| -2% | -$2.02M |
|
441
iShares MSCI ACWI ETF
ACWI
$22.1B
| $83.5M | 0.03% |
1,072,412
-175,661
| -14% | -$13.7M |
|
442
iShares US Technology ETF
IYW
$23.1B
| $83.4M | 0.03% |
1,137,196
-38,161
| -3% | -$2.8M |
|
443
First Trust NASDAQ Cybersecurity ETF
CIBR
$10.6B
| $83.4M | 0.03% |
2,165,306
+13,575
| +0.6% | +$523K |
|
444
Ross Stores
ROST
$49.4B
| $82.9M | 0.03% |
984,015
-64,976
| -6% | -$5.48M |
|
445
VanEck High Yield Muni ETF
HYD
$3.33B
| $82.9M | 0.03% |
1,660,159
-327,408
| -16% | -$16.3M |
|
446
Lamar Advertising Co
LAMR
$13B
| $82.6M | 0.03% |
1,001,228
-37,971
| -4% | -$3.13M |
|
447
VanEck Morningstar Wide Moat ETF
MOAT
$12.8B
| $82.5M | 0.03% |
1,375,770
+74,163
| +6% | +$4.45M |
|
448
VanEck Gold Miners ETF
GDX
$19.9B
| $82.2M | 0.03% |
3,405,830
-470,045
| -12% | -$11.3M |
|
449
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.7B
| $82.1M | 0.03% |
2,622,275
+120,433
| +5% | +$3.77M |
|
450
iShares Silver Trust
SLV
$20.1B
| $81.8M | 0.03% |
4,675,091
-626,453
| -12% | -$11M |
|