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 |
Invesco QQQ Trust
QQQ
|
+$547M |
| 2 |
Chevron
CVX
|
+$460M |
| 3 |
Vanguard Long-Term Bond ETF
BLV
|
+$379M |
| 4 |
EOG Resources
EOG
|
+$335M |
| 5 |
ARK Innovation ETF
ARKK
|
+$267M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$5.33B |
| 2 |
iShares Core 60/40 Balanced Allocation ETF
AOR
|
+$309M |
| 3 |
M&T Bank
MTB
|
+$258M |
| 4 |
Apple
AAPL
|
+$220M |
| 5 |
Palo Alto Networks
PANW
|
+$205M |
Sector Composition
| 1 | Technology | 14.5% |
| 2 | Healthcare | 8.8% |
| 3 | Financials | 7.36% |
| 4 | Industrials | 6.99% |
| 5 | Consumer Discretionary | 5.65% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4476
ProFrac Holding
ACDC
$664M
| $73.3K | ﹤0.01% |
5,789
+5,767
| +26,214% | +$73.1K |
|
4477
Ouster
OUST
$1.77B
| $73.2K | ﹤0.01% |
8,748
+8,441
| +2,750% | +$70.6K |
|
4478
Motley Fool 100 Index ETF
TMFC
$1.71B
| $72.8K | ﹤0.01% |
2,054
+458
| +29% | +$16.2K |
|
4479
Runway Growth Finance
RWAY
$373M
| $72.7K | ﹤0.01% |
5,990
+3,446
| +135% | +$41.8K |
|
4480
Pennant Group
PNTG
$842M
| $72.6K | ﹤0.01% |
5,084
+3,748
| +281% | +$53.5K |
|
4481
Vuzix
VUZI
$183M
| $72.6K | ﹤0.01% |
17,531
+11,311
| +182% | +$46.8K |
|
4482
ARK Web x.0 ETF
ARKW
$2.92B
| $72.5K | ﹤0.01% |
1,353
-707
| -34% | -$37.9K |
|
|
MFV
4483
DELISTED
MFS SPECIAL VALUE TRUST
MFV
| $72.4K | ﹤0.01% |
17,201
-2,400
| -12% | -$10.1K |
|
4484
Great Lakes Dredge & Dock
GLDD
$814M
| $72.3K | ﹤0.01% |
13,323
+11,776
| +761% | +$63.9K |
|
4485
Hingham Institution for Saving
HIFS
$612M
| $72.1K | ﹤0.01% |
308
+260
| +542% | +$60.9K |
|
4486
Business First Bancshares
BFST
$710M
| $71.7K | ﹤0.01% |
+4,186
| New | +$71.7K |
|
4487
AGF US Market Neutral Anti-Beta Fund
BTAL
$374M
| $71.7K | ﹤0.01% |
3,512
+2,011
| +134% | +$41K |
|
|
HTB
4488
HomeTrust Bancshares, Inc.
HTB
$716M
| $71.6K | ﹤0.01% |
2,913
+2,616
| +881% | +$64.3K |
|
4489
OmniAb
OABI
$233M
| $71.2K | ﹤0.01% |
19,359
+16,084
| +491% | +$59.2K |
|
4490
Guaranty Bancshares
GNTY
$553M
| $71.1K | ﹤0.01% |
2,551
+950
| +59% | +$26.5K |
|
4491
ON24
ONTF
$239M
| $70.8K | ﹤0.01% |
+8,087
| New | +$70.8K |
|
4492
Funko
FNKO
$180M
| $70.5K | ﹤0.01% |
7,476
+5,456
| +270% | +$51.5K |
|
4493
Sportsman's Warehouse
SPWH
$117M
| $70.3K | ﹤0.01% |
8,288
+6,239
| +304% | +$52.9K |
|
|
CTEV
4494
Claritev Corporation
CTEV
$920M
| $70.2K | ﹤0.01% |
+1,655
| New | +$70.2K |
|
4495
Flotek Industries
FTK
$352M
| $70.2K | ﹤0.01% |
16,948
+274
| +2% | +$1.13K |
|
4496
VanEck India Growth Leaders ETF
GLIN
$130M
| $70K | ﹤0.01% |
2,200
+1,705
| +344% | +$54.2K |
|
|
HT
4497
DELISTED
Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest
HT
| $69.7K | ﹤0.01% |
10,378
-822
| -7% | -$5.52K |
|
4498
Alaunos Therapeutics
TCRT
$5.29M
| $69.6K | ﹤0.01% |
736
+62
| +9% | +$5.86K |
|
|
IAF
4499
abrdn Australia Equity Fund
IAF
$128M
| $69.5K | ﹤0.01% |
15,841
+232
| +1% | +$1.02K |
|
4500
Zumiez
ZUMZ
$352M
| $69.5K | ﹤0.01% |
3,767
+3,290
| +690% | +$60.7K |
|