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 |
Invesco QQQ Trust
QQQ
|
$377M |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
$257M |
| 3 |
ARK Innovation ETF
ARKK
|
$252M |
| 4 |
Alerian MLP ETF
AMLP
|
$194M |
| 5 |
VF Corp
VFC
|
$189M |
Sector Composition
| 1 | Technology | 12.66% |
| 2 | Healthcare | 9.39% |
| 3 | Financials | 7.92% |
| 4 | Industrials | 7.06% |
| 5 | Consumer Discretionary | 5.36% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
426
Equifax
EFX
$30.8B
| $93.8M | 0.03% |
482,650
-20,235
| -4% | -$3.93M |
|
427
Corning
GLW
$61B
| $93.8M | 0.03% |
2,936,477
+14,604
| +0.5% | +$466K |
|
428
GSK
GSK
$81.6B
| $93.7M | 0.03% |
2,665,232
-59,923
| -2% | -$2.11M |
|
429
LPL Financial
LPLA
$26.6B
| $93.5M | 0.03% |
432,564
-145,212
| -25% | -$31.4M |
|
430
Ford
F
$46.7B
| $93.5M | 0.03% |
8,038,543
-736,787
| -8% | -$8.57M |
|
431
Berkshire Hathaway Class A
BRK.A
$1.08T
| $93.3M | 0.03% |
199
-1
| -0.5% | -$469K |
|
432
Wolfspeed
WOLF
$196M
| $93.1M | 0.03% |
1,348,991
+624,635
| +86% | +$43.1M |
|
433
Vanguard Total International Stock ETF
VXUS
$102B
| $93M | 0.03% |
1,797,223
-232,236
| -11% | -$12M |
|
434
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$16.3B
| $92.3M | 0.03% |
1,864,699
-163,119
| -8% | -$8.08M |
|
435
Rockwell Automation
ROK
$38.2B
| $91M | 0.03% |
353,239
-17,008
| -5% | -$4.38M |
|
436
iShares US Technology ETF
IYW
$23.1B
| $90.8M | 0.03% |
1,219,519
+82,323
| +7% | +$6.13M |
|
437
Public Storage
PSA
$52.2B
| $90.8M | 0.03% |
324,205
+59,482
| +22% | +$16.7M |
|
438
SAP
SAP
$313B
| $90.8M | 0.03% |
879,560
-555
| -0.1% | -$57.3K |
|
439
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
$1.68B
| $90.6M | 0.03% |
2,326,863
+98,544
| +4% | +$3.84M |
|
440
SPDR S&P Regional Banking ETF
KRE
$3.99B
| $90.5M | 0.03% |
1,539,884
+533,676
| +53% | +$31.3M |
|
441
iShares MSCI France ETF
EWQ
$383M
| $90.3M | 0.03% |
2,726,317
-111,278
| -4% | -$3.69M |
|
442
VanEck Morningstar Wide Moat ETF
MOAT
$12.8B
| $90.2M | 0.03% |
1,389,080
+13,310
| +1% | +$864K |
|
443
iShares MSCI United Kingdom ETF
EWU
$2.9B
| $89M | 0.03% |
2,903,393
-153,658
| -5% | -$4.71M |
|
444
KKR & Co
KKR
$121B
| $88.8M | 0.03% |
1,912,030
-213,973
| -10% | -$9.93M |
|
445
Globus Medical
GMED
$8.18B
| $88.4M | 0.03% |
1,190,586
+266,556
| +29% | +$19.8M |
|
446
iShares MSCI Australia ETF
EWA
$1.53B
| $87.8M | 0.03% |
3,948,669
-138,703
| -3% | -$3.08M |
|
447
LyondellBasell Industries
LYB
$17.7B
| $87.5M | 0.03% |
1,053,545
+229,347
| +28% | +$19M |
|
448
SPDR Dow Jones REIT ETF
RWR
$1.84B
| $87.3M | 0.03% |
1,001,391
-40,109
| -4% | -$3.5M |
|
449
BCE
BCE
$23.1B
| $86.6M | 0.03% |
1,973,874
+153,156
| +8% | +$6.72M |
|
450
Airbnb
ABNB
$75.8B
| $86.4M | 0.03% |
1,010,298
-96,848
| -9% | -$8.28M |
|