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
|
+$3.98B |
| 2 |
Alphabet (Google) Class A
GOOGL
|
+$1.02B |
| 3 |
American Express
AXP
|
+$675M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$299M |
| 5 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$279M |
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
+$1.76B |
| 2 |
UnitedHealth
UNH
|
+$649M |
| 3 |
Nike
NKE
|
+$525M |
| 4 |
Target
TGT
|
+$412M |
| 5 |
NVIDIA
NVDA
|
+$395M |
Sector Composition
| 1 | Technology | 17.59% |
| 2 | Financials | 8.98% |
| 3 | Industrials | 6.13% |
| 4 | Healthcare | 5.81% |
| 5 | Consumer Discretionary | 5.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4576
Twin Disc
TWIN
$190M
| $106K | ﹤0.01% |
11,992
-4,709
| -28% | -$41.6K |
|
4577
USCB Financial Holdings
USCB
$349M
| $106K | ﹤0.01% |
6,383
+373
| +6% | +$6.17K |
|
4578
Inspired Entertainment
INSE
$253M
| $105K | ﹤0.01% |
12,913
+2,432
| +23% | +$19.9K |
|
4579
Gambling.com
GAMB
$288M
| $105K | ﹤0.01% |
8,860
-15,468
| -64% | -$184K |
|
4580
Amer Sports
AS
$20.2B
| $105K | ﹤0.01% |
2,717
+2,021
| +290% | +$78.3K |
|
4581
Priority Technology Holdings
PRTH
$603M
| $105K | ﹤0.01% |
13,528
+2,920
| +28% | +$22.7K |
|
4582
Candel Therapeutics
CADL
$263M
| $105K | ﹤0.01% |
20,775
+7,186
| +53% | +$36.4K |
|
4583
iShares MSCI Malaysia ETF
EWM
$245M
| $105K | ﹤0.01% |
4,310
-2,072
| -32% | -$50.4K |
|
4584
Escalade
ESCA
$171M
| $105K | ﹤0.01% |
7,490
+488
| +7% | +$6.82K |
|
|
WBTN
4585
WEBTOON Entertainment Inc. Common Stock
WBTN
$1.86B
| $105K | ﹤0.01% |
11,519
+3,167
| +38% | +$28.8K |
|
|
HYPD
4586
Hyperion DeFi, Inc. Common Stock
HYPD
$85.3M
| $105K | ﹤0.01% |
10,073
+10,000
| +13,699% | +$104K |
|
4587
Cambria Foreign Shareholder Yield ETF
FYLD
$456M
| $105K | ﹤0.01% |
3,575
-1
| -0% | -$29 |
|
4588
Johnson Outdoors
JOUT
$422M
| $104K | ﹤0.01% |
3,452
+577
| +20% | +$17.5K |
|
4589
Liberty Live Group Series A
LLYVA
$8.95B
| $104K | ﹤0.01% |
1,312
-37
| -3% | -$2.94K |
|
4590
Cambria Emerging Shareholder Yield ETF
EYLD
$588M
| $103K | ﹤0.01% |
2,850
-1
| -0% | -$36 |
|
|
GENVR
4591
Gen Digital Inc. Contingent Value Rights
GENVR
| $103K | ﹤0.01% |
+12,806
| New | +$103K |
|
4592
Invesco S&P 500 Equal Weight Real Estate ETF
RSPR
$109M
| $103K | ﹤0.01% |
2,930
-5,869
| -67% | -$206K |
|
4593
Electromed
ELMD
$199M
| $103K | ﹤0.01% |
4,666
+3,566
| +324% | +$78.4K |
|
4594
Citi Trends
CTRN
$281M
| $102K | ﹤0.01% |
3,064
-844
| -22% | -$28.2K |
|
4595
Information Services Group
III
$253M
| $102K | ﹤0.01% |
21,311
-77
| -0.4% | -$370 |
|
4596
AMES National
ATLO
$182M
| $102K | ﹤0.01% |
5,712
+434
| +8% | +$7.73K |
|
4597
Princeton Bancorp
BPRN
$219M
| $102K | ﹤0.01% |
3,325
+29
| +0.9% | +$886 |
|
4598
Equinox Gold
EQX
$8.29B
| $101K | ﹤0.01% |
17,649
-2,709
| -13% | -$15.6K |
|
4599
Vuzix
VUZI
$172M
| $101K | ﹤0.01% |
34,723
+27,667
| +392% | +$80.8K |
|
4600
Citizens
CIA
$274M
| $101K | ﹤0.01% |
+29,021
| New | +$101K |
|