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 |
iShares Core MSCI EAFE ETF
IEFA
|
+$703M |
| 2 |
Amazon
AMZN
|
+$419M |
| 3 |
S&P Global
SPGI
|
+$358M |
| 4 |
UnitedHealth
UNH
|
+$251M |
| 5 |
ARK Innovation ETF
ARKK
|
+$227M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$3.57B |
| 2 |
Financial Select Sector SPDR Fund
XLF
|
+$1.01B |
| 3 |
Apple
AAPL
|
+$588M |
| 4 |
US Bancorp
USB
|
+$522M |
| 5 |
Microsoft
MSFT
|
+$423M |
Sector Composition
| 1 | Technology | 15.08% |
| 2 | Healthcare | 8.62% |
| 3 | Financials | 7.65% |
| 4 | Industrials | 6.64% |
| 5 | Consumer Discretionary | 5.83% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4651
Franklin Senior Loan ETF
FLBL
$1.21B
| $48.1K | ﹤0.01% |
+2,000
| New | +$48.1K |
|
4652
CarParts.com
PRTS
$41M
| $48.1K | ﹤0.01% |
11,669
-11,536
| -50% | -$47.5K |
|
4653
ProKidney
PROK
$362M
| $48K | ﹤0.01% |
10,472
-13,240
| -56% | -$60.6K |
|
4654
US Treasury 2 Year Note ETF
UTWO
$382M
| $48K | ﹤0.01% |
+1,000
| New | +$48K |
|
|
TBCH
4655
Turtle Beach Corp
TBCH
$303M
| $47.9K | ﹤0.01% |
5,283
-2,090
| -28% | -$19K |
|
4656
Bridgewater Bancshares
BWB
$477M
| $47.9K | ﹤0.01% |
5,055
-2,780
| -35% | -$26.4K |
|
|
CGC
4657
Canopy Growth
CGC
$427M
| $47.8K | ﹤0.01% |
6,111
-205
| -3% | -$1.61K |
|
4658
TeraWulf
WULF
$4.48B
| $47.8K | ﹤0.01% |
37,949
+14,769
| +64% | +$18.6K |
|
4659
CVRx
CVRX
$187M
| $47.7K | ﹤0.01% |
3,146
-1,479
| -32% | -$22.4K |
|
4660
Terns Pharmaceuticals
TERN
$659M
| $47.7K | ﹤0.01% |
9,486
-7,827
| -45% | -$39.4K |
|
4661
Grab
GRAB
$26B
| $47.7K | ﹤0.01% |
13,477
-1,433
| -10% | -$5.07K |
|
|
AFCG
4662
AFC Gamma
AFCG
$100M
| $47.6K | ﹤0.01% |
5,919
-4,082
| -41% | -$32.8K |
|
4663
Maplebear
CART
$10.9B
| $47.5K | ﹤0.01% |
+1,600
| New | +$47.5K |
|
4664
AdvisorShares Insider Advantage ETF
SURE
$49M
| $47.4K | ﹤0.01% |
500
| – | – |
|
4665
Legacy Housing
LEGH
$650M
| $47.2K | ﹤0.01% |
2,433
-1,339
| -35% | -$26K |
|
4666
ESS Tech
GWH
$21.9M
| $47.2K | ﹤0.01% |
1,673
-914
| -35% | -$25.8K |
|
4667
NextDecade
NEXT
$1.72B
| $47.1K | ﹤0.01% |
9,204
-5,801
| -39% | -$29.7K |
|
4668
iShares MSCI Peru and Global Exposure ETF
EPU
$182M
| $47.1K | ﹤0.01% |
1,561
-3,254
| -68% | -$98.2K |
|
4669
Norwood Financial Corp
NWFL
$246M
| $47K | ﹤0.01% |
1,823
-2,543
| -58% | -$65.5K |
|
4670
Mineralys Therapeutics
MLYS
$3.05B
| $46.9K | ﹤0.01% |
4,935
-1,388
| -22% | -$13.2K |
|
4671
Monte Rosa Therapeutics
GLUE
$391M
| $46.7K | ﹤0.01% |
9,756
-3,894
| -29% | -$18.7K |
|
4672
FS Bancorp
FSBW
$313M
| $46.7K | ﹤0.01% |
1,582
-993
| -39% | -$29.3K |
|
4673
Vroom Inc
VRM
$143M
| $46.6K | ﹤0.01% |
520
-10
| -2% | -$896 |
|
4674
Dimensional National Municipal Bond ETF
DFNM
$1.67B
| $46.5K | ﹤0.01% |
+1,000
| New | +$46.5K |
|
4675
Reservoir Media
RSVR
$518M
| $46.3K | ﹤0.01% |
7,594
-2,652
| -26% | -$16.2K |
|