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 | |
|---|---|---|---|---|---|---|
4601
Element Solutions
ESI
$6.36B
| $88.2K | ﹤0.01% |
3,469
+1,739
| +101% | +$44.2K |
|
4602
Candel Therapeutics
CADL
$263M
| $87.9K | ﹤0.01% |
10,122
+3,935
| +64% | +$34.2K |
|
|
INZY
4603
DELISTED
Inozyme Pharma
INZY
| $87.5K | ﹤0.01% |
31,572
+7,038
| +29% | +$19.5K |
|
|
KG
4604
Kestrel Group, Ltd.
KG
$211M
| $87.3K | ﹤0.01% |
2,583
+562
| +28% | +$19K |
|
4605
Hooker Furnishings Corp
HOFT
$111M
| $87.2K | ﹤0.01% |
6,227
+1,356
| +28% | +$19K |
|
|
PDS
4606
Precision Drilling
PDS
$765M
| $87.1K | ﹤0.01% |
1,427
-213
| -13% | -$13K |
|
|
ARTV
4607
Artiva Biotherapeutics, Inc. Common Stock
ARTV
$62.3M
| $86.8K | ﹤0.01% |
8,616
+3,361
| +64% | +$33.9K |
|
4608
Cartesian Therapeutics
RNAC
$252M
| $86.8K | ﹤0.01% |
4,847
+2,568
| +113% | +$46K |
|
4609
Compass Therapeutics
CMPX
$613M
| $86.8K | ﹤0.01% |
59,860
+13,038
| +28% | +$18.9K |
|
4610
Rimini Street
RMNI
$417M
| $86.5K | ﹤0.01% |
32,415
+7,023
| +28% | +$18.8K |
|
4611
DMC Global
BOOM
$145M
| $86K | ﹤0.01% |
11,701
+2,667
| +30% | +$19.6K |
|
4612
SPDR SSGA Fixed Income Sector Rotation ETF
FISR
$286M
| $86K | ﹤0.01% |
3,390
-34,875
| -91% | -$884K |
|
4613
Commercial Vehicle Group
CVGI
$72.9M
| $85.9K | ﹤0.01% |
34,635
-23,849
| -41% | -$59.1K |
|
4614
Future Fuel
FF
$169M
| $85.8K | ﹤0.01% |
16,225
+3,337
| +26% | +$17.7K |
|
|
RAPP
4615
Rapport Therapeutics
RAPP
$1.1B
| $85.6K | ﹤0.01% |
4,824
+1,352
| +39% | +$24K |
|
4616
Coherus Oncology, Inc. Common Stock
CHRS
$150M
| $85.3K | ﹤0.01% |
61,830
+15,137
| +32% | +$20.9K |
|
4617
AMES National
ATLO
$182M
| $84.8K | ﹤0.01% |
5,161
+1,124
| +28% | +$18.5K |
|
|
NGD
4618
New Gold Inc
NGD
$5.16B
| $84.7K | ﹤0.01% |
33,938
-685
| -2% | -$1.71K |
|
4619
Destination XL Group
DXLG
$80.3M
| $84.6K | ﹤0.01% |
31,451
+6,850
| +28% | +$18.4K |
|
4620
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
$589M
| $84.5K | ﹤0.01% |
2,632
+1,754
| +200% | +$56.3K |
|
4621
Perspective Therapeutics
CATX
$258M
| $84.4K | ﹤0.01% |
26,462
+8,294
| +46% | +$26.5K |
|
4622
Fairlead Tactical Sector ETF
TACK
$297M
| $84.1K | ﹤0.01% |
3,076
-1,905
| -38% | -$52.1K |
|
4623
Acadia Healthcare
ACHC
$2.01B
| $83.8K | ﹤0.01% |
2,114
-4,133
| -66% | -$164K |
|
|
AEVA
4624
Aeva Technologies
AEVA
$903M
| $83.7K | ﹤0.01% |
17,621
+1,198
| +7% | +$5.69K |
|
4625
Compañía de Cervecerías Unidas
CCU
$2.21B
| $83.3K | ﹤0.01% |
7,354
-75,976
| -91% | -$861K |
|