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 |
Invesco QQQ Trust
QQQ
|
+$1.45B |
| 2 |
Meta Platforms (Facebook)
META
|
+$1.04B |
| 3 |
NVIDIA
NVDA
|
+$748M |
| 4 |
Constellation Energy
CEG
|
+$453M |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
+$446M |
Top Sells
| 1 |
iShares Russell 2000 ETF
IWM
|
+$780M |
| 2 |
Comcast
CMCSA
|
+$671M |
| 3 |
Microsoft
MSFT
|
+$468M |
| 4 |
iShares Russell 1000 Value ETF
IWD
|
+$314M |
| 5 |
Merck
MRK
|
+$266M |
Sector Composition
| 1 | Technology | 15.84% |
| 2 | Financials | 9.09% |
| 3 | Healthcare | 6.93% |
| 4 | Industrials | 6.14% |
| 5 | Consumer Discretionary | 5.75% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4601
Savers
SVV
$1.99B
| $76.5K | ﹤0.01% |
11,085
+154
| +1% | +$1.06K |
|
4602
4D Molecular Therapeutics
FDMT
$328M
| $76.4K | ﹤0.01% |
23,654
-2,198
| -9% | -$7.1K |
|
4603
T. Rowe Price US Equity Research ETF
TSPA
$1.93B
| $76.2K | ﹤0.01% |
2,168
+2,108
| +3,513% | +$74.1K |
|
4604
Barnes & Noble Education
BNED
$289M
| $76.1K | ﹤0.01% |
7,252
+7,251
| +725,100% | +$76.1K |
|
|
CTNM
4605
Contineum Therapeutics
CTNM
$327M
| $75.9K | ﹤0.01% |
10,877
+122
| +1% | +$852 |
|
4606
Stoneridge
SRI
$233M
| $75.2K | ﹤0.01% |
16,383
+362
| +2% | +$1.66K |
|
4607
Neurogene
NGNE
$285M
| $75.2K | ﹤0.01% |
6,420
+976
| +18% | +$11.4K |
|
4608
Rocky Brands
RCKY
$218M
| $75.1K | ﹤0.01% |
4,325
+89
| +2% | +$1.55K |
|
4609
Entravision Communication
EVC
$218M
| $75.1K | ﹤0.01% |
35,758
+789
| +2% | +$1.66K |
|
|
NREF
4610
NexPoint Real Estate Finance
NREF
$269M
| $75.1K | ﹤0.01% |
4,909
+108
| +2% | +$1.65K |
|
4611
Rumble
RUM
$2.49B
| $75K | ﹤0.01% |
10,611
+150
| +1% | +$1.06K |
|
4612
T. Rowe Price International Equity ETF
TOUS
$866M
| $74.8K | ﹤0.01% |
+2,560
| New | +$74.8K |
|
4613
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
$650M
| $74.8K | ﹤0.01% |
2,825
+2,436
| +626% | +$64.5K |
|
4614
WisdomTree International AI Enhanced Value Fund
AIVI
$58.1M
| $74.5K | ﹤0.01% |
1,701
-347
| -17% | -$15.2K |
|
4615
VanEck Uranium + Nuclear Energy ETF
NLR
$2.49B
| $74.5K | ﹤0.01% |
1,017
+973
| +2,211% | +$71.3K |
|
4616
CPI Card Group
PMTS
$173M
| $74.4K | ﹤0.01% |
2,550
+47
| +2% | +$1.37K |
|
4617
Radcom
RDCM
$228M
| $74.3K | ﹤0.01% |
6,500
+6,200
| +2,067% | +$70.9K |
|
4618
Invesco CurrencyShares British Pound Sterling Trust
FXB
$91.3M
| $74.3K | ﹤0.01% |
597
-10
| -2% | -$1.24K |
|
4619
SEACOR Marine Holdings
SMHI
$172M
| $74.1K | ﹤0.01% |
14,638
+324
| +2% | +$1.64K |
|
4620
iShares MSCI New Zealand ETF
ENZL
$75.5M
| $73.3K | ﹤0.01% |
1,741
-216
| -11% | -$9.09K |
|
4621
Dimensional International Small Cap ETF
DFIS
$3.92B
| $73.1K | ﹤0.01% |
2,829
-2,230
| -44% | -$57.6K |
|
4622
Design Therapeutics
DSGN
$337M
| $72.7K | ﹤0.01% |
18,846
+418
| +2% | +$1.61K |
|
4623
Tucows
TCX
$202M
| $72.5K | ﹤0.01% |
4,296
+83
| +2% | +$1.4K |
|
4624
Leslie's
LESL
$62.2M
| $72.4K | ﹤0.01% |
98,504
-2,784
| -3% | -$2.05K |
|
4625
Vestis
VSTS
$572M
| $72.4K | ﹤0.01% |
7,313
-1,646
| -18% | -$16.3K |
|