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 |
Broadcom
AVGO
|
+$943M |
| 2 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$886M |
| 3 |
iShares Broad USD High Yield Corporate Bond ETF
USHY
|
+$385M |
| 4 |
Amazon
AMZN
|
+$369M |
| 5 |
NVIDIA
NVDA
|
+$342M |
Top Sells
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
+$732M |
| 2 |
iShares Russell 2000 ETF
IWM
|
+$585M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$547M |
| 4 |
Norfolk Southern
NSC
|
+$517M |
| 5 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
+$483M |
Sector Composition
| 1 | Technology | 16.97% |
| 2 | Financials | 8.26% |
| 3 | Healthcare | 7.62% |
| 4 | Industrials | 6.67% |
| 5 | Consumer Discretionary | 6.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4526
Credicorp
BAP
$21.1B
| $86K | ﹤0.01% |
475
-997
| -68% | -$181K |
|
4527
Biomea Fusion
BMEA
$115M
| $86K | ﹤0.01% |
8,515
-334
| -4% | -$3.37K |
|
4528
Princeton Bancorp
BPRN
$219M
| $85.9K | ﹤0.01% |
2,324
+100
| +4% | +$3.7K |
|
4529
Ranger Energy Services
RNGR
$298M
| $85.7K | ﹤0.01% |
7,192
-457
| -6% | -$5.44K |
|
4530
Korro Bio
KRRO
$289M
| $85.6K | ﹤0.01% |
2,561
+68
| +3% | +$2.27K |
|
|
CTV
4531
DELISTED
Innovid Corp.
CTV
| $85.3K | ﹤0.01% |
47,373
+1,714
| +4% | +$3.09K |
|
4532
First Guaranty Bancshares
FGBI
$123M
| $85.2K | ﹤0.01% |
+7,996
| New | +$85.2K |
|
4533
Bel Fuse Class A
BELFA
$1.5B
| $85.2K | ﹤0.01% |
856
+33
| +4% | +$3.28K |
|
4534
Foster
FSTR
$291M
| $85.1K | ﹤0.01% |
4,164
+179
| +4% | +$3.66K |
|
4535
Larimar Therapeutics
LRMR
$336M
| $84.9K | ﹤0.01% |
12,956
-513
| -4% | -$3.36K |
|
|
BOW
4536
Bowhead Specialty Holdings
BOW
$979M
| $84.8K | ﹤0.01% |
+3,027
| New | +$84.8K |
|
4537
Caribou Biosciences
CRBU
$168M
| $84.7K | ﹤0.01% |
43,229
+1,622
| +4% | +$3.18K |
|
4538
BCB Bancorp
BCBP
$148M
| $84.6K | ﹤0.01% |
6,856
+296
| +5% | +$3.65K |
|
4539
Birkenstock
BIRK
$8.51B
| $84.5K | ﹤0.01% |
1,715
-6,153
| -78% | -$303K |
|
4540
American Well
AMWL
$107M
| $84.3K | ﹤0.01% |
8,896
+1,711
| +24% | +$16.2K |
|
4541
United States Gasoline Fund
UGA
$77.2M
| $84.2K | ﹤0.01% |
1,441
+144
| +11% | +$8.41K |
|
4542
ON24
ONTF
$232M
| $84.2K | ﹤0.01% |
13,752
+452
| +3% | +$2.77K |
|
4543
Core Molding Technologies
CMT
$182M
| $83.8K | ﹤0.01% |
4,870
-15,251
| -76% | -$262K |
|
4544
Atossa Therapeutics
ATOS
$108M
| $83.4K | ﹤0.01% |
54,867
+1,802
| +3% | +$2.74K |
|
4545
XPeng
XPEV
$19.9B
| $83.1K | ﹤0.01% |
6,824
-2,604
| -28% | -$31.7K |
|
4546
Invesco Energy Exploration & Production ETF
PXE
$71.4M
| $83.1K | ﹤0.01% |
2,802
+2
| +0.1% | +$59 |
|
4547
Provident Bancorp
PVBC
$226M
| $82.7K | ﹤0.01% |
7,660
+310
| +4% | +$3.35K |
|
4548
Cognyte Software
CGNT
$622M
| $82.6K | ﹤0.01% |
12,159
-932
| -7% | -$6.33K |
|
4549
Xoma
XOMA
$452M
| $82.5K | ﹤0.01% |
3,117
-2
| -0.1% | -$53 |
|
|
IGMS
4550
DELISTED
IGM Biosciences
IGMS
| $82.5K | ﹤0.01% |
4,987
-146
| -3% | -$2.42K |
|