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
|
+$843M |
| 2 |
iShares Russell 2000 ETF
IWM
|
+$727M |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
+$274M |
| 4 |
Amazon
AMZN
|
+$229M |
| 5 |
Vanguard Total Bond Market
BND
|
+$193M |
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
+$525M |
| 2 |
Microsoft
MSFT
|
+$303M |
| 3 |
Xtrackers USD High Yield Corporate Bond ETF
HYLB
|
+$168M |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$150M |
| 5 |
Donaldson
DCI
|
+$147M |
Sector Composition
| 1 | Technology | 15.61% |
| 2 | Healthcare | 8.07% |
| 3 | Financials | 7.87% |
| 4 | Industrials | 6.87% |
| 5 | Consumer Discretionary | 6.02% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4626
Sportsman's Warehouse
SPWH
$118M
| $56.5K | ﹤0.01% |
13,271
+1,630
| +14% | +$6.94K |
|
|
ACOR
4627
DELISTED
Acorda Therapeutics
ACOR
| $56.5K | ﹤0.01% |
3,741
+1
| +0% | +$15 |
|
4628
Tyra Biosciences
TYRA
$666M
| $56.4K | ﹤0.01% |
4,073
+843
| +26% | +$11.7K |
|
4629
Lands' End
LE
$471M
| $56.4K | ﹤0.01% |
5,896
-602
| -9% | -$5.76K |
|
4630
Princeton Bancorp
BPRN
$215M
| $56.1K | ﹤0.01% |
1,563
+194
| +14% | +$6.97K |
|
4631
Taylor Devices
TAYD
$146M
| $55.8K | ﹤0.01% |
2,523
+501
| +25% | +$11.1K |
|
|
HSHP
4632
Himalaya Shipping
HSHP
$407M
| $55.6K | ﹤0.01% |
8,232
+6,211
| +307% | +$42K |
|
4633
Greene County Bancorp
GCBC
$408M
| $55.6K | ﹤0.01% |
1,973
+417
| +27% | +$11.8K |
|
4634
Fidelis Insurance
FIHL
$1.85B
| $55.4K | ﹤0.01% |
4,373
+910
| +26% | +$11.5K |
|
4635
Hudbay
HBM
$5.49B
| $55.4K | ﹤0.01% |
10,043
-1
| -0% | -$6 |
|
|
TBCH
4636
Turtle Beach Corp
TBCH
$303M
| $55.2K | ﹤0.01% |
5,041
-242
| -5% | -$2.65K |
|
4637
Gambling.com
GAMB
$295M
| $55.2K | ﹤0.01% |
5,658
+2,331
| +70% | +$22.7K |
|
4638
Atomera
ATOM
$117M
| $55.1K | ﹤0.01% |
7,863
+1,580
| +25% | +$11.1K |
|
|
TEAD
4639
Teads Holding Co
TEAD
$160M
| $55K | ﹤0.01% |
12,560
+2,488
| +25% | +$10.9K |
|
4640
NACCO Industries
NC
$312M
| $54.6K | ﹤0.01% |
1,496
+256
| +21% | +$9.35K |
|
4641
Frontier Group Holdings
ULCC
$1.18B
| $54.6K | ﹤0.01% |
9,998
+2,359
| +31% | +$12.9K |
|
4642
Innoviz Technologies
INVZ
$400M
| $54.6K | ﹤0.01% |
21,574
+17,910
| +489% | +$45.3K |
|
4643
Humacyte
HUMA
$295M
| $54.5K | ﹤0.01% |
19,204
+3,629
| +23% | +$10.3K |
|
4644
Bio-Rad Laboratories Class B
BIO.B
$7.71B
| $54.5K | ﹤0.01% |
170
| – | – |
|
4645
Bakkt Holdings
BKKT
$166M
| $54.3K | ﹤0.01% |
974
+188
| +24% | +$10.5K |
|
4646
Fidelity Enhanced International ETF
FENI
$4.12B
| $54.2K | ﹤0.01% |
+2,045
| New | +$54.2K |
|
4647
Atlanticus Holdings
ATLC
$1.06B
| $54.2K | ﹤0.01% |
1,401
+267
| +24% | +$10.3K |
|
4648
Ispire Technology
ISPR
$159M
| $54.1K | ﹤0.01% |
4,463
+3,936
| +747% | +$47.7K |
|
|
TWOU
4649
DELISTED
2U Inc
TWOU
| $54.1K | ﹤0.01% |
1,466
+506
| +53% | +$18.7K |
|
|
JOYY
4650
JOYY Inc
JOYY
$3.22B
| $54.1K | ﹤0.01% |
1,362
-401
| -23% | -$15.9K |
|