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 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.36B |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$1.11B |
| 3 |
GE Aerospace
GE
|
+$466M |
| 4 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$338M |
| 5 |
iShares Russell 1000 Value ETF
IWD
|
+$312M |
Top Sells
| 1 |
UnitedHealth
UNH
|
+$575M |
| 2 |
Apple
AAPL
|
+$302M |
| 3 |
Xcel Energy
XEL
|
+$294M |
| 4 |
Lockheed Martin
LMT
|
+$268M |
| 5 |
Microsoft
MSFT
|
+$231M |
Sector Composition
| 1 | Technology | 17.41% |
| 2 | Financials | 8.71% |
| 3 | Healthcare | 6.41% |
| 4 | Industrials | 6.27% |
| 5 | Consumer Discretionary | 6.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4526
Equinox Gold
EQX
$8.29B
| $102K | ﹤0.01% |
20,358
+2,855
| +16% | +$14.4K |
|
4527
Inhibrx
INBX
$399M
| $102K | ﹤0.01% |
6,647
+1,695
| +34% | +$26.1K |
|
|
IAUX
4528
i-80 Gold Corp
IAUX
$762M
| $102K | ﹤0.01% |
210,835
-137,525
| -39% | -$66.7K |
|
4529
TMC The Metals Company
TMC
$2.24B
| $102K | ﹤0.01% |
91,126
+81,626
| +859% | +$91.4K |
|
4530
Nektar Therapeutics
NKTR
$926M
| $101K | ﹤0.01% |
7,265
+1,521
| +26% | +$21.2K |
|
4531
Richardson Electronics
RELL
$141M
| $101K | ﹤0.01% |
7,213
+1,572
| +28% | +$22.1K |
|
4532
Sana Biotechnology
SANA
$828M
| $101K | ﹤0.01% |
62,021
+20,950
| +51% | +$34.1K |
|
4533
Priority Technology Holdings
PRTH
$603M
| $101K | ﹤0.01% |
8,593
+3,006
| +54% | +$35.3K |
|
4534
Premier
PINC
$2.2B
| $101K | ﹤0.01% |
4,749
-605
| -11% | -$12.8K |
|
4535
Bank Of The James
BOTJ
$69.3M
| $101K | ﹤0.01% |
6,342
| – | – |
|
4536
FuelCell Energy
FCEL
$222M
| $100K | ﹤0.01% |
11,112
+1,890
| +20% | +$17.1K |
|
4537
Stoneridge
SRI
$228M
| $100K | ﹤0.01% |
16,021
+3,490
| +28% | +$21.9K |
|
4538
Kaltura
KLTR
$266M
| $100K | ﹤0.01% |
45,550
+15,944
| +54% | +$35.1K |
|
|
CMRX
4539
DELISTED
Chimerix, Inc.
CMRX
| $100K | ﹤0.01% |
28,739
| – | – |
|
4540
Fidelity Enhanced International ETF
FENI
$4.04B
| $99.7K | ﹤0.01% |
3,623
+1,429
| +65% | +$39.3K |
|
4541
Lifecore Biomedical
LFCR
$281M
| $99.4K | ﹤0.01% |
13,381
+3,012
| +29% | +$22.4K |
|
4542
Smith-Midland
SMID
$211M
| $99.4K | ﹤0.01% |
2,235
+851
| +61% | +$37.8K |
|
4543
Pangaea Logistics
PANL
$359M
| $98.6K | ﹤0.01% |
18,396
+4,007
| +28% | +$21.5K |
|
4544
Citi Trends
CTRN
$281M
| $98.3K | ﹤0.01% |
3,745
+695
| +23% | +$18.2K |
|
4545
Escalade
ESCA
$171M
| $98.1K | ﹤0.01% |
6,870
+1,278
| +23% | +$18.3K |
|
4546
Concentrix
CNXC
$3.4B
| $97.9K | ﹤0.01% |
2,263
-537
| -19% | -$23.2K |
|
4547
Invesco Dorsey Wright Utilities Momentum ETF
PUI
$55.5M
| $97.7K | ﹤0.01% |
2,526
+86
| +4% | +$3.33K |
|
4548
Chegg
CHGG
$167M
| $97.4K | ﹤0.01% |
60,526
+4,243
| +8% | +$6.83K |
|
4549
Bel Fuse Class A
BELFA
$1.5B
| $97.2K | ﹤0.01% |
1,079
+223
| +26% | +$20.1K |
|
4550
LINKBANCORP
LNKB
$268M
| $97.2K | ﹤0.01% |
12,989
+2,829
| +28% | +$21.2K |
|