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 |
Starbucks
SBUX
|
+$838M |
| 2 |
Invesco QQQ Trust
QQQ
|
+$834M |
| 3 |
Zoetis
ZTS
|
+$587M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
+$391M |
| 5 |
iShares Core Total USD Bond Market ETF
IUSB
|
+$178M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.09B |
| 2 |
Amazon
AMZN
|
+$834M |
| 3 |
Becton Dickinson
BDX
|
+$503M |
| 4 |
Medtronic
MDT
|
+$449M |
| 5 |
iShares Russell 2000 ETF
IWM
|
+$378M |
Sector Composition
| 1 | Technology | 15.74% |
| 2 | Financials | 8.17% |
| 3 | Healthcare | 7.91% |
| 4 | Industrials | 7.01% |
| 5 | Consumer Discretionary | 6.05% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
TWKS
4476
DELISTED
Thoughtworks Holding, Inc. Common Stock
TWKS
| $80.7K | ﹤0.01% |
31,916
+3,068
| +11% | +$7.76K |
|
4477
Rocky Brands
RCKY
$222M
| $80.7K | ﹤0.01% |
2,975
-935
| -24% | -$25.4K |
|
4478
Park-Ohio Holdings
PKOH
$314M
| $80.6K | ﹤0.01% |
3,021
+384
| +15% | +$10.2K |
|
4479
VanEck Pharmaceutical ETF
PPH
$552M
| $80.3K | ﹤0.01% |
885
+884
| +88,400% | +$80.2K |
|
4480
AngioDynamics
ANGO
$427M
| $80K | ﹤0.01% |
13,625
+1,740
| +15% | +$10.2K |
|
4481
Stratus Properties
STRS
$156M
| $79.9K | ﹤0.01% |
3,500
-4,015
| -53% | -$91.7K |
|
4482
Forum Energy Technologies
FET
$316M
| $79.9K | ﹤0.01% |
3,997
+507
| +15% | +$10.1K |
|
4483
Pagaya Technologies
PGY
$3.19B
| $79.7K | ﹤0.01% |
7,893
+4,060
| +106% | +$41K |
|
4484
GraniteShares Gold Shares
BAR
$1.23B
| $79.6K | ﹤0.01% |
3,624
-20
| -0.5% | -$439 |
|
|
CALT
4485
DELISTED
Calliditas Therapeutics AB American Depositary Shares
CALT
| $79K | ﹤0.01% |
3,760
+2,260
| +151% | +$47.5K |
|
4486
FS Bancorp
FSBW
$316M
| $79K | ﹤0.01% |
2,275
+293
| +15% | +$10.2K |
|
|
HSHP
4487
Himalaya Shipping
HSHP
$406M
| $78.7K | ﹤0.01% |
10,206
+1,974
| +24% | +$15.2K |
|
4488
Sandstorm Gold
SAND
$3.47B
| $78.6K | ﹤0.01% |
14,973
+2,169
| +17% | +$11.4K |
|
4489
BayCom
BCML
$325M
| $78.5K | ﹤0.01% |
3,809
+408
| +12% | +$8.41K |
|
4490
Element Solutions
ESI
$6.47B
| $78.3K | ﹤0.01% |
3,136
-1,527
| -33% | -$38.1K |
|
4491
Stitch Fix
SFIX
$727M
| $78.3K | ﹤0.01% |
29,660
-15,079
| -34% | -$39.8K |
|
4492
Rigel Pharmaceuticals
RIGL
$627M
| $78.3K | ﹤0.01% |
5,290
+701
| +15% | +$10.4K |
|
4493
Innodata
INOD
$2.1B
| $78.2K | ﹤0.01% |
11,849
+1,134
| +11% | +$7.48K |
|
4494
Tucows
TCX
$206M
| $77.8K | ﹤0.01% |
4,191
+450
| +12% | +$8.35K |
|
4495
FibroGen
FGEN
$46.5M
| $77.6K | ﹤0.01% |
1,321
-50
| -4% | -$2.94K |
|
4496
Tyra Biosciences
TYRA
$656M
| $77.5K | ﹤0.01% |
4,725
+652
| +16% | +$10.7K |
|
4497
Root
ROOT
$1.52B
| $77.5K | ﹤0.01% |
1,268
+118
| +10% | +$7.21K |
|
|
CVLY
4498
DELISTED
Codorus Valley Bancorp Inc
CVLY
| $77.3K | ﹤0.01% |
3,396
+423
| +14% | +$9.63K |
|
4499
Hamilton Insurance Group
HG
$2.4B
| $77.2K | ﹤0.01% |
+5,542
| New | +$77.2K |
|
4500
Forrester Research
FORR
$198M
| $77.2K | ﹤0.01% |
3,580
+490
| +16% | +$10.6K |
|