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 | 12.31% |
| 2 | Financials | 9.04% |
| 3 | Healthcare | 8.6% |
| 4 | Industrials | 8.32% |
| 5 | Consumer Discretionary | 7.49% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4526
Ardelyx
ARDX
$1.59B
| $247K | ﹤0.01% |
52,570
+2,648
| +5% | +$12.4K |
|
4527
Digimarc
DMRC
$204M
| $245K | ﹤0.01% |
6,269
-117
| -2% | -$4.57K |
|
4528
Saga Communications
SGA
$77.3M
| $245K | ﹤0.01% |
8,266
+355
| +4% | +$10.5K |
|
|
BLCM
4529
DELISTED
Bellicum Pharmaceuticals, Inc.
BLCM
| $245K | ﹤0.01% |
23,336
+3,823
| +20% | +$40.1K |
|
|
NFO
4530
DELISTED
Invesco Insider Sentiment ETF
NFO
| $245K | ﹤0.01% |
3,498
+179
| +5% | +$12.5K |
|
4531
Rhythm Pharmaceuticals
RYTM
$6.39B
| $244K | ﹤0.01% |
11,296
+4,561
| +68% | +$98.5K |
|
|
SACH
4532
Sachem Capital Corp
SACH
$62M
| $244K | ﹤0.01% |
51,682
| – | – |
|
4533
Maui Land & Pineapple Co
MLP
$370M
| $243K | ﹤0.01% |
22,356
-5,902
| -21% | -$64.2K |
|
4534
Tejon Ranch
TRC
$448M
| $243K | ﹤0.01% |
14,300
-132
| -0.9% | -$2.24K |
|
4535
iShares MSCI Philippines ETF
EPHE
$103M
| $241K | ﹤0.01% |
7,204
+183
| +3% | +$6.12K |
|
|
PCF
4536
High Income Securities Fund
PCF
$121M
| $241K | ﹤0.01% |
28,363
-13,504
| -32% | -$115K |
|
|
SPE
4537
Special Opportunities Fund
SPE
$169M
| $241K | ﹤0.01% |
16,933
+1,001
| +6% | +$14.2K |
|
4538
Anavex Life Sciences
AVXL
$805M
| $239K | ﹤0.01% |
75,792
+19,892
| +36% | +$62.7K |
|
4539
Weyco Group
WEYS
$280M
| $239K | ﹤0.01% |
10,603
+400
| +4% | +$9.02K |
|
|
OPPJ
4540
WisdomTree Trust WisdomTree Japan Opportunities Fund
OPPJ
$87.1M
| $238K | ﹤0.01% |
12,082
-1,192
| -9% | -$23.5K |
|
4541
Esquire Financial Holdings
ESQ
$828M
| $238K | ﹤0.01% |
9,627
-40
| -0.4% | -$989 |
|
|
GLV
4542
Clough Global Dividend & Income Fund
GLV
$73.3M
| $238K | ﹤0.01% |
21,979
-3,143
| -13% | -$34K |
|
|
GBL
4543
DELISTED
GAMCO Investors, Inc.
GBL
| $236K | ﹤0.01% |
12,096
+19
| +0.2% | +$371 |
|
|
FRAN
4544
DELISTED
Francesca's Holdings Corporation
FRAN
| $236K | ﹤0.01% |
16,858
-221
| -1% | -$3.09K |
|
|
INAP
4545
DELISTED
Internap Corporation
INAP
| $235K | ﹤0.01% |
91,401
-10,468
| -10% | -$26.9K |
|
4546
ARK Genomic Revolution ETF
ARKG
$1.04B
| $234K | ﹤0.01% |
+7,914
| New | +$234K |
|
4547
Anterix
ATEX
$395M
| $233K | ﹤0.01% |
6,438
+1,866
| +41% | +$67.5K |
|
4548
Silvercrest Asset Management
SAMG
$137M
| $233K | ﹤0.01% |
18,966
+1,550
| +9% | +$19K |
|
4549
UroGen Pharma
URGN
$869M
| $233K | ﹤0.01% |
9,805
+1,464
| +18% | +$34.8K |
|
4550
Global X Adaptive US Factor ETF
AUSF
$699M
| $232K | ﹤0.01% |
+9,242
| New | +$232K |
|