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 |
iShares Core S&P 500 ETF
IVV
|
+$1.05B |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$386M |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$310M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$301M |
| 5 |
Invesco QQQ Trust
QQQ
|
+$269M |
Sector Composition
| 1 | Technology | 13.99% |
| 2 | Healthcare | 10.19% |
| 3 | Financials | 8.16% |
| 4 | Industrials | 7.41% |
| 5 | Consumer Discretionary | 7.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4526
Hartford Multifactor Emerging Markets ETF
ROAM
$41.7M
| $151K | ﹤0.01% |
9,130
-17,326
| -65% | -$287K |
|
4527
Titan International
TWI
$552M
| $151K | ﹤0.01% |
97,257
-46,493
| -32% | -$72.2K |
|
|
TAST
4528
DELISTED
Carrols Restaurant Group, Inc.
TAST
| $151K | ﹤0.01% |
82,866
+14,234
| +21% | +$25.9K |
|
4529
Comstock Resources
CRK
$4.67B
| $150K | ﹤0.01% |
27,837
+12,759
| +85% | +$68.8K |
|
4530
Kiniksa Pharmaceuticals
KNSA
$2.75B
| $150K | ﹤0.01% |
9,690
+1,862
| +24% | +$28.8K |
|
4531
Kornit Digital
KRNT
$647M
| $150K | ﹤0.01% |
6,064
+260
| +4% | +$6.43K |
|
4532
NL Industries
NL
$295M
| $150K | ﹤0.01% |
50,329
+15,237
| +43% | +$45.4K |
|
|
STND
4533
DELISTED
Standard AVB Financial Corp. Common Stock
STND
| $150K | ﹤0.01% |
7,081
+922
| +15% | +$19.5K |
|
4534
BioSig Technologies, Inc. Common Stock
BSGM
| $149K | ﹤0.01% |
3,556
+1,106
| +45% | +$46.3K |
|
4535
WisdomTree Japan SmallCap Dividend Fund
DFJ
$330M
| $149K | ﹤0.01% |
2,560
-1,255
| -33% | -$73K |
|
4536
Reading International Class A
RDI
$33.8M
| $149K | ﹤0.01% |
38,202
+8,040
| +27% | +$31.4K |
|
4537
Manchester United
MANU
$2.8B
| $148K | ﹤0.01% |
9,800
-296
| -3% | -$4.47K |
|
|
YELL
4538
DELISTED
Yellow Corporation Common Stock
YELL
| $148K | ﹤0.01% |
87,398
+2,330
| +3% | +$3.95K |
|
4539
CorMedix
CRMD
$966M
| $147K | ﹤0.01% |
40,892
+20,353
| +99% | +$73.2K |
|
4540
Funko
FNKO
$182M
| $147K | ﹤0.01% |
36,921
-1,871
| -5% | -$7.45K |
|
|
GNC
4541
DELISTED
GNC Holdings, Inc.
GNC
| $147K | ﹤0.01% |
312,857
+178,018
| +132% | +$83.6K |
|
|
UBOH
4542
DELISTED
United Bancshares Inc/OH
UBOH
| $147K | ﹤0.01% |
9,076
-1,173
| -11% | -$19K |
|
4543
CB Financial Services
CBFV
$166M
| $146K | ﹤0.01% |
7,584
+1,241
| +20% | +$23.9K |
|
|
SHSP
4544
DELISTED
SharpSpring, Inc.
SHSP
| $146K | ﹤0.01% |
24,226
+8,651
| +56% | +$52.1K |
|
4545
Cyclerion Therapeutics
CYCN
$7.88M
| $145K | ﹤0.01% |
2,745
+569
| +26% | +$30.1K |
|
4546
Evolution Petroleum
EPM
$179M
| $145K | ﹤0.01% |
55,545
-153,403
| -73% | -$400K |
|
4547
Coca-Cola Femsa
KOF
$18B
| $145K | ﹤0.01% |
3,596
-638
| -15% | -$25.7K |
|
4548
TrueCar
TRUE
$215M
| $145K | ﹤0.01% |
59,902
+13,455
| +29% | +$32.6K |
|
|
BPY
4549
DELISTED
Brookfield Property Partners L.P. Limited Partnership Units
BPY
| $145K | ﹤0.01% |
18,024
-9,756
| -35% | -$78.5K |
|
|
CBMG
4550
DELISTED
Cellular Biomedicine Group, Inc.
CBMG
| $145K | ﹤0.01% |
9,143
-551
| -6% | -$8.74K |
|