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
|
+$526M |
| 2 |
Microsoft
MSFT
|
+$356M |
| 3 |
Apple
AAPL
|
+$303M |
| 4 |
Amazon
AMZN
|
+$302M |
| 5 |
Broadcom
AVGO
|
+$244M |
Top Sells
| 1 |
Air Products & Chemicals
APD
|
+$433M |
| 2 |
Invesco QQQ Trust
QQQ
|
+$355M |
| 3 |
United Parcel Service
UPS
|
+$142M |
| 4 |
Vanguard Mid-Cap ETF
VO
|
+$124M |
| 5 |
Bristol-Myers Squibb
BMY
|
+$119M |
Sector Composition
| 1 | Technology | 17.33% |
| 2 | Financials | 7.92% |
| 3 | Healthcare | 7.69% |
| 4 | Industrials | 6.62% |
| 5 | Consumer Discretionary | 5.75% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4626
Schwab US Aggregate Bond ETF
SCHZ
$9.06B
| $67.1K | ﹤0.01% |
2,942
-41,508
| -93% | -$946K |
|
4627
Banco de Chile
BCH
$15B
| $66.9K | ﹤0.01% |
2,956
+494
| +20% | +$11.2K |
|
4628
ArriVent BioPharma
AVBP
$710M
| $66.8K | ﹤0.01% |
3,603
+372
| +12% | +$6.9K |
|
4629
iShares MSCI Malaysia ETF
EWM
$249M
| $66.7K | ﹤0.01% |
2,972
-65,530
| -96% | -$1.47M |
|
4630
Bel Fuse Class A
BELFA
$1.55B
| $66.6K | ﹤0.01% |
823
+809
| +5,779% | +$65.5K |
|
4631
Frontier Group Holdings
ULCC
$1.24B
| $66.6K | ﹤0.01% |
13,503
+1,962
| +17% | +$9.67K |
|
4632
Tucows
TCX
$206M
| $66.5K | ﹤0.01% |
3,444
-747
| -18% | -$14.4K |
|
|
PNF
4633
DELISTED
PIMCO New York Municipal Income Fund
PNF
| $66.5K | ﹤0.01% |
8,500
+2,000
| +31% | +$15.7K |
|
|
EXK
4634
Endeavour Silver
EXK
$1.89B
| $66.3K | ﹤0.01% |
18,824
-7,000
| -27% | -$24.6K |
|
4635
iShares MSCI Brazil Small-Cap ETF
EWZS
$191M
| $66K | ﹤0.01% |
5,619
+383
| +7% | +$4.5K |
|
4636
Oramed Pharmaceuticals
ORMP
$93.9M
| $65.8K | ﹤0.01% |
25,586
+18,085
| +241% | +$46.5K |
|
4637
Biote Corp
BTMD
$107M
| $65.7K | ﹤0.01% |
8,796
+4,063
| +86% | +$30.4K |
|
|
NGD
4638
New Gold Inc
NGD
$5.11B
| $65.4K | ﹤0.01% |
33,173
-7,000
| -17% | -$13.8K |
|
4639
Inspired Entertainment
INSE
$248M
| $65.2K | ﹤0.01% |
7,123
+510
| +8% | +$4.67K |
|
4640
Future Fuel
FF
$173M
| $64.9K | ﹤0.01% |
12,648
+3,131
| +33% | +$16.1K |
|
|
ESSA
4641
DELISTED
ESSA Bancorp
ESSA
| $64.8K | ﹤0.01% |
3,685
+700
| +23% | +$12.3K |
|
4642
IHS Holding
IHS
$2.35B
| $64.8K | ﹤0.01% |
20,246
+883
| +5% | +$2.83K |
|
4643
Ventyx Biosciences
VTYX
$165M
| $64.8K | ﹤0.01% |
28,039
+13,038
| +87% | +$30.1K |
|
4644
First Trust Long/Short Equity ETF
FTLS
$1.98B
| $64.7K | ﹤0.01% |
1,033
+821
| +387% | +$51.4K |
|
4645
RE/MAX Holdings
RMAX
$196M
| $64.5K | ﹤0.01% |
7,964
+1,677
| +27% | +$13.6K |
|
4646
Hamilton Beach Brands
HBB
$197M
| $64.4K | ﹤0.01% |
3,748
+3,687
| +6,044% | +$63.4K |
|
|
ITI
4647
DELISTED
Iteris, Inc.
ITI
| $64.3K | ﹤0.01% |
14,855
+60
| +0.4% | +$260 |
|
4648
Richardson Electronics
RELL
$148M
| $64.2K | ﹤0.01% |
5,399
+1,128
| +26% | +$13.4K |
|
|
PPTA
4649
Perpetua Resources
PPTA
$1.83B
| $64.1K | ﹤0.01% |
12,329
+1,326
| +12% | +$6.9K |
|
|
GTHX
4650
DELISTED
G1 Therapeutics, Inc. Common Stock
GTHX
| $64.1K | ﹤0.01% |
28,118
-2,947
| -9% | -$6.72K |
|